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 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.41K+ 58.38% |
$62.9K - $65.1K
|
3.82K
$176K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.37K+ 0.34% |
$61.2K - $63.3K
|
402K
$18.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.33K+ 2.53% |
$59.5K - $61.5K
|
53.9K
$2.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.15K+ 15.58% |
$51.4K - $53.1K
|
8.53K
$393K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.11K+ 51.08% |
$49.8K - $51.5K
|
3.29K
$152K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
898+ 1.18% |
$40.2K - $41.5K
|
77.2K
$3.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
891New |
$39.8K - $41.2K
|
891
$41K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
884New |
$39.5K - $40.9K
|
884
$40.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
875+ 1.33% |
$39.1K - $40.5K
|
66.7K
$3.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
828+ 3.15% |
$37K - $38.3K
|
27.1K
$1.25M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
826New |
$36.9K - $38.2K
|
826
$38K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
621+ 14.03% |
$27.8K - $28.7K
|
5.05K
$232K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
547+ 6.95% |
$24.5K - $25.3K
|
8.42K
$388K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
511+ 1.2% |
$22.9K - $23.6K
|
43K
$1.98M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
447+ 212.86% |
$20K - $20.7K
|
657
$30.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
437+ 1.64% |
$19.5K - $20.2K
|
27.1K
$1.25M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
417+ 5.23% |
$18.6K - $19.3K
|
8.39K
$386K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
361New |
$16.1K - $16.7K
|
361
$16.6K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
315New |
$14.1K - $14.6K
|
315
$14.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
288+ 3.12% |
$12.9K - $13.3K
|
9.51K
$438K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
283+ 0.15% |
$12.7K - $13.1K
|
187K
$8.63M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
220+ 2.23% |
$9.84K - $10.2K
|
10.1K
$464K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
203New |
$9.08K - $9.39K
|
203
$9.35K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
203+ 1.72% |
$9.08K - $9.39K
|
12K
$552K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
199New |
$8.9K - $9.2K
|
199
$9.16K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
186+ 2.19% |
$8.32K - $8.6K
|
8.7K
$401K
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
163+ 0.25% |
$7.29K - $7.54K
|
64.8K
$2.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
139+ 2.12% |
$6.22K - $6.43K
|
6.7K
$308K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
134+ 0.55% |
$5.99K - $6.2K
|
24.5K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
113+ 2.11% |
$5.05K - $5.23K
|
5.47K
$252K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
92+ 0.24% |
$4.11K - $4.26K
|
38.4K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
63New |
$2.82K - $2.91K
|
63
$2.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
59+ 0.87% |
$2.64K - $2.73K
|
6.84K
$315K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
44New |
$1.97K - $2.04K
|
44
$2.03K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
37+ 0.31% |
$1.65K - $1.71K
|
11.9K
$547K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12New |
$537 - $555
|
12
$553
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
12+ 1.89% |
$537 - $555
|
647
$29.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
10+ 0.02% |
$447 - $463
|
44.4K
$2.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.61% |
$44.7 - $46.3
|
165
$7.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.12% |
$44.7 - $46.3
|
90
$4.14K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.0% |
$44.7 - $46.3
|
55.3K
$2.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-11- 0.05% |
$492 - $509
|
21.7K
$999K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-14- 0.17% |
$626 - $648
|
8.2K
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-21- 0.05% |
$939 - $971
|
38.9K
$1.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-33- 0.54% |
$1.48K - $1.53K
|
6.06K
$279K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-36- 0.38% |
$1.61K - $1.67K
|
9.51K
$438K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-109- 2.8% |
$4.87K - $5.04K
|
3.78K
$174K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-132- 0.36% |
$5.9K - $6.11K
|
36.7K
$1.69M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-148- 0.37% |
$6.62K - $6.85K
|
40K
$1.84M
|