Purchases and Sales Made in Q1 2025 in Ishares Core Total Usd Bond Ma (IUSB)
This table provides information about the institutional ownership of Ishares Core Total Usd Bond Ma (IUSB) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE TOTAL USD BOND MA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-11.3K- 11.71% |
$506K - $523K
|
85.3K
$3.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-11.5K- 59.0% |
$516K - $534K
|
8.02K
$365K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-11.7K- 2.89% |
$522K - $540K
|
392K
$17.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-11.9K- 30.49% |
$530K - $548K
|
27K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-11.9K- 13.09% |
$531K - $549K
|
78.8K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-11.9K- 6.74% |
$531K - $550K
|
164K
$7.47M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-12.1K- 3.33% |
$541K - $559K
|
351K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-12.7K- 10.96% |
$569K - $588K
|
103K
$4.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-13K- 7.02% |
$580K - $600K
|
172K
$7.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-13.2K- 5.12% |
$592K - $612K
|
245K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-13.4K- 0.33% |
$600K - $620K
|
4.06M
$184M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-13.6K- 70.29% |
$608K - $628K
|
5.74K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-13.7K- 57.35% |
$613K - $634K
|
10.2K
$463K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-13.9K- 47.99% |
$623K - $645K
|
15.1K
$687K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-14.2K- 78.26% |
$634K - $655K
|
3.94K
$179K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-14.3K- 25.16% |
$641K - $663K
|
42.6K
$1.94M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-15.1K- 51.92% |
$677K - $700K
|
14K
$637K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.2K- 25.87% |
$678K - $701K
|
43.4K
$1.97M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-15.3K- 2.18% |
$686K - $709K
|
687K
$31.2M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15.7K- 3.18% |
$701K - $725K
|
478K
$21.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-15.8K- 7.31% |
$706K - $730K
|
200K
$9.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-15.8K- 66.95% |
$706K - $730K
|
7.79K
$354K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.9K- 17.2% |
$711K - $735K
|
76.5K
$3.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-15.9K- 56.26% |
$712K - $736K
|
12.4K
$563K
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-16.4K- 13.12% |
$734K - $759K
|
109K
$4.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-16.5K- 71.79% |
$736K - $761K
|
6.47K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-16.5K- 2.29% |
$736K - $762K
|
704K
$32M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-17K- 2.4% |
$759K - $785K
|
690K
$31.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-18.1K- 1.83% |
$808K - $835K
|
971K
$44.1M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.2K- 17.51% |
$812K - $840K
|
85.6K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-18.3K- 0.44% |
$817K - $845K
|
4.14M
$188M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.5K- 3.71% |
$873K - $903K
|
507K
$23M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-20.8K- 23.64% |
$929K - $960K
|
67.1K
$3.05M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-21.7K- 3.13% |
$972K - $1M
|
673K
$30.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-21.9K- 0.49% |
$980K - $1.01M
|
4.49M
$204M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-22K- 14.27% |
$985K - $1.02M
|
132K
$6.02M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-22.2K- 3.64% |
$995K - $1.03M
|
590K
$26.8M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-22.3K- 13.38% |
$996K - $1.03M
|
144K
$6.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-23.7K- 2.64% |
$1.06M - $1.1M
|
874K
$39.7M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-24.2K- 1.52% |
$1.08M - $1.12M
|
1.56M
$71M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-24.3K- 1.94% |
$1.09M - $1.13M
|
1.23M
$55.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-25.2K- 5.92% |
$1.13M - $1.17M
|
400K
$18.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-25.2K- 6.16% |
$1.13M - $1.17M
|
384K
$17.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-27.4K- 23.53% |
$1.23M - $1.27M
|
89.2K
$4.05M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-27.9K- 23.91% |
$1.25M - $1.29M
|
88.8K
$4.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29.8K- 3.36% |
$1.33M - $1.38M
|
857K
$38.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-31K- 11.65% |
$1.39M - $1.43M
|
235K
$10.7M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-31.3K- 1.77% |
$1.4M - $1.45M
|
1.73M
$78.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-32.1K- 42.72% |
$1.44M - $1.48M
|
43K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-34K- 47.53% |
$1.52M - $1.57M
|
37.6K
$1.71M
|