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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-35.6K- 55.74% |
$1.59M - $1.64M
|
28.2K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-36.3K- 9.75% |
$1.62M - $1.68M
|
336K
$15.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-36.7K- 11.96% |
$1.64M - $1.7M
|
270K
$12.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-38.3K- 73.6% |
$1.71M - $1.77M
|
13.7K
$624K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38.6K- 0.86% |
$1.72M - $1.78M
|
4.45M
$202M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-40.7K- 66.99% |
$1.82M - $1.88M
|
20K
$911K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-43.7K- 32.99% |
$1.95M - $2.02M
|
88.7K
$4.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-44.4K- 89.15% |
$1.99M - $2.05M
|
5.41K
$246K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-45.2K- 19.38% |
$2.02M - $2.09M
|
188K
$8.55M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-47.2K- 2.21% |
$2.11M - $2.18M
|
2.09M
$95M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-49.7K- 7.58% |
$2.22M - $2.3M
|
606K
$27.6M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-51.8K- 9.29% |
$2.32M - $2.4M
|
506K
$23M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-52.4K- 89.37% |
$2.34M - $2.42M
|
6.23K
$283K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-54.7K- 81.1% |
$2.45M - $2.53M
|
12.7K
$579K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-55.3K- 89.0% |
$2.47M - $2.56M
|
6.84K
$311K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-57.4K- 23.79% |
$2.57M - $2.66M
|
184K
$8.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-57.9K- 55.77% |
$2.59M - $2.68M
|
45.9K
$2.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-58.1K- 26.86% |
$2.6M - $2.69M
|
158K
$7.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-60.1K- 2.28% |
$2.69M - $2.78M
|
2.57M
$117M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-63.5K- 8.51% |
$2.84M - $2.94M
|
683K
$31.1M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-64.8K- 54.8% |
$2.9M - $3M
|
53.5K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-66.4K- 2.33% |
$2.97M - $3.07M
|
2.78M
$126M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-67.2K- 14.04% |
$3.01M - $3.11M
|
412K
$18.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-70.9K- 88.05% |
$3.17M - $3.28M
|
9.63K
$438K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-76.9K- 23.19% |
$3.44M - $3.56M
|
255K
$11.6M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-80.8K- 64.35% |
$3.61M - $3.74M
|
44.8K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-82.9K- 39.1% |
$3.71M - $3.84M
|
129K
$5.87M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-85.7K- 30.27% |
$3.83M - $3.96M
|
197K
$8.97M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-89.2K- 57.12% |
$3.99M - $4.13M
|
67K
$3.04M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-94.2K- 51.01% |
$4.21M - $4.36M
|
90.5K
$4.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-95.2K- 61.67% |
$4.26M - $4.4M
|
59.2K
$2.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-97.8K- 6.27% |
$4.37M - $4.52M
|
1.46M
$66.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-99.4K- 22.98% |
$4.44M - $4.6M
|
333K
$15.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-104K- 18.59% |
$4.65M - $4.81M
|
456K
$20.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-106K- 71.62% |
$4.75M - $4.91M
|
42.1K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-107K- 3.98% |
$4.79M - $4.95M
|
2.58M
$117M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-114K- 16.95% |
$5.08M - $5.25M
|
557K
$25.3M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-117K- 50.45% |
$5.25M - $5.42M
|
115K
$5.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-118K- 25.24% |
$5.27M - $5.45M
|
349K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-148K- 9.43% |
$6.64M - $6.87M
|
1.43M
$64.8M
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-163K- 8.89% |
$7.27M - $7.52M
|
1.67M
$75.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-191K- 40.92% |
$8.54M - $8.84M
|
276K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-206K- 3.97% |
$9.2M - $9.51M
|
4.97M
$226M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-217K- 92.99% |
$9.72M - $10.1M
|
16.4K
$745K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-230K- 25.85% |
$10.3M - $10.6M
|
660K
$30M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-240K- 0.56% |
$10.7M - $11.1M
|
42.3M
$1.92B
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-250K- 99.31% |
$11.2M - $11.6M
|
1.74K
$79K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-254K- 8.48% |
$11.4M - $11.7M
|
2.74M
$125M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-301K- 96.47% |
$13.5M - $13.9M
|
11K
$501K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-434K- 81.58% |
$19.4M - $20.1M
|
97.9K
$4.45M
|