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 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
62K+ 10.14% |
$2.77M - $2.87M
|
674K
$30.8M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
61.5KNew |
$2.75M - $2.84M
|
61.5K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
60K+ 100.09% |
$2.68M - $2.77M
|
120K
$5.48M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
59.3K+ 9.65% |
$2.65M - $2.74M
|
674K
$30.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
57.6KNew |
$2.58M - $2.67M
|
57.6K
$2.63M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
56.6KNew |
$2.53M - $2.62M
|
56.6K
$2.58M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
55.4K+ 40.71% |
$2.48M - $2.56M
|
191K
$8.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
54.2K+ 7.97% |
$2.42M - $2.51M
|
734K
$33.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
52.8KNew |
$2.36M - $2.44M
|
52.8K
$2.41M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
52.2K+ 16.57% |
$2.33M - $2.41M
|
367K
$16.8M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
51.8K+ 11.63% |
$2.32M - $2.39M
|
497K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
50.6K+ 132.25% |
$2.26M - $2.34M
|
88.9K
$4.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
50.1K+ 8.36% |
$2.24M - $2.32M
|
649K
$29.6M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
50K+ 3.56% |
$2.23M - $2.31M
|
1.45M
$66.4M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
48K+ 78.93% |
$2.15M - $2.22M
|
109K
$4.97M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47.5K+ 211.87% |
$2.12M - $2.19M
|
69.8K
$3.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
47.2K+ 19.23% |
$2.11M - $2.18M
|
293K
$13.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
45.1K+ 1.55% |
$2.02M - $2.09M
|
2.95M
$135M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44.2K+ 47.17% |
$1.98M - $2.04M
|
138K
$6.3M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
43.4KNew |
$1.94M - $2.01M
|
43.4K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
42.4K+ 9.77% |
$1.9M - $1.96M
|
476K
$21.8M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
41.9K+ 6.27% |
$1.87M - $1.94M
|
709K
$32.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
40.3K+ 11.75% |
$1.8M - $1.86M
|
383K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
38.3K+ 95.48% |
$1.71M - $1.77M
|
78.4K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
37.7K+ 16.06% |
$1.69M - $1.74M
|
273K
$12.5M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
37.7K+ 20.52% |
$1.69M - $1.74M
|
221K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
37.2K+ 17.61% |
$1.66M - $1.72M
|
248K
$11.3M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
36KNew |
$1.61M - $1.67M
|
36K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.1K+ 0.19% |
$1.57M - $1.62M
|
18.2M
$830M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.9KNew |
$1.56M - $1.61M
|
34.9K
$1.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
34.7K+ 8.84% |
$1.55M - $1.6M
|
427K
$19.5M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
34.6K+ 34.89% |
$1.55M - $1.6M
|
134K
$6.12M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
34.2K+ 8.97% |
$1.53M - $1.58M
|
415K
$19M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
34.1K+ 401.91% |
$1.53M - $1.58M
|
42.6K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
33.9K+ 3.8% |
$1.51M - $1.57M
|
925K
$42.3M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
33.8K+ 20.06% |
$1.51M - $1.56M
|
202K
$9.23M
|
|
|
Apr 02, 2025
Q1 2025
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
31.5K+ 4.47% |
$1.41M - $1.46M
|
737K
$33.7M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
31.4KNew |
$1.4M - $1.45M
|
31.4K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
30.9K+ 1864.94% |
$1.38M - $1.43M
|
32.6K
$1.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
29.3K+ 22.6% |
$1.31M - $1.36M
|
159K
$7.26M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
26.9K+ 60.65% |
$1.2M - $1.24M
|
71.2K
$3.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
26.7K+ 44.57% |
$1.19M - $1.23M
|
86.6K
$3.96M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.7KNew |
$1.15M - $1.19M
|
25.7K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
25.7K+ 134.85% |
$1.15M - $1.19M
|
44.7K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
24.1K+ 401.68% |
$1.08M - $1.11M
|
30.1K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
24K+ 7.07% |
$1.07M - $1.11M
|
363K
$16.6M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.9K+ 36.51% |
$1.07M - $1.1M
|
89.3K
$4.08M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
23.8K+ 514.51% |
$1.06M - $1.1M
|
28.4K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
23.6K+ 8.97% |
$1.06M - $1.09M
|
287K
$13.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
23.5K+ 9.12% |
$1.05M - $1.09M
|
282K
$12.9M
|