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 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
10.4K+ 122.07% |
$464K - $480K
|
18.9K
$870K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
9.89K+ 16.92% |
$442K - $457K
|
68.3K
$3.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8.93KNew |
$399K - $413K
|
8.93K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8.85KNew |
$396K - $409K
|
8.85K
$407K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.55K+ 106900.0% |
$382K - $396K
|
8.56K
$394K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
8.53K+ 3.46% |
$382K - $395K
|
255K
$11.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.39K+ 4.48% |
$375K - $388K
|
196K
$9.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
8.39KNew |
$375K - $388K
|
8.39K
$386K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8.04K+ 15.23% |
$359K - $372K
|
60.8K
$2.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.01K+ 4.73% |
$358K - $371K
|
177K
$8.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
7.75K+ 6.13% |
$346K - $358K
|
134K
$6.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.66KNew |
$343K - $354K
|
7.66K
$353K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.55K+ 42.62% |
$338K - $349K
|
25.3K
$1.16M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
7.36K+ 1.88% |
$329K - $340K
|
399K
$18.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.75K+ 4.24% |
$302K - $312K
|
166K
$7.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
6.63KNew |
$297K - $307K
|
6.63K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.55K+ 1.13% |
$293K - $303K
|
589K
$27.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6.22K+ 89.05% |
$278K - $288K
|
13.2K
$608K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
6.01KNew |
$269K - $278K
|
6.01K
$277K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
6.01KNew |
$269K - $278K
|
6.01K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.49K+ 17.81% |
$246K - $254K
|
36.3K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5.31KNew |
$238K - $246K
|
5.31K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
5.19KNew |
$232K - $240K
|
5.19K
$239K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.13K+ 4.27% |
$229K - $237K
|
125K
$5.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
4.52KNew |
$202K - $209K
|
4.52K
$208K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
4.3K+ 4.03% |
$192K - $199K
|
111K
$5.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.71K+ 9.63% |
$166K - $171K
|
42.2K
$1.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.59K+ 10.9% |
$161K - $166K
|
36.5K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.53K+ 9.99% |
$158K - $163K
|
38.8K
$1.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.28KNew |
$147K - $152K
|
3.28K
$151K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.24K+ 11.44% |
$145K - $150K
|
31.5K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.13K+ 4.77% |
$140K - $145K
|
68.8K
$3.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
BUY
|
- |
2.76K+ 4.42% |
$123K - $127K
|
65K
$2.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.71K+ 22.31% |
$121K - $125K
|
14.8K
$683K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.68K+ 13.48% |
$120K - $124K
|
22.6K
$1.04M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.65K+ 21.54% |
$119K - $123K
|
15K
$689K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.57KNew |
$115K - $119K
|
2.57K
$118K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.53K+ 7.21% |
$113K - $117K
|
37.6K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 480.16% |
$106K - $110K
|
2.87K
$132K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.3K+ 6.46% |
$103K - $106K
|
37.9K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.3K+ 6.93% |
$103K - $106K
|
35.4K
$1.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.06K+ 3.79% |
$92K - $95.1K
|
56.4K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.84KNew |
$82.4K - $85.2K
|
1.84K
$84.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.77K+ 11.64% |
$79K - $81.7K
|
16.9K
$780K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.68K+ 201.32% |
$75K - $77.6K
|
2.51K
$116K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.66K+ 6.82% |
$74.3K - $76.8K
|
26K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.59K+ 1.0% |
$71K - $73.4K
|
161K
$7.42M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.56K+ 4.39% |
$69.6K - $72K
|
37K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.54K+ 7.6% |
$69K - $71.3K
|
21.8K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.45K+ 3.03% |
$64.9K - $67.2K
|
49.3K
$2.27M
|