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 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
23.4K+ 8.43% |
$1.05M - $1.08M
|
302K
$13.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
23.2K+ 17.41% |
$1.04M - $1.07M
|
157K
$7.16M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
22.3K+ 12.02% |
$995K - $1.03M
|
207K
$9.48M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
22.2KNew |
$993K - $1.03M
|
22.2K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
22.2K+ 3.13% |
$992K - $1.03M
|
730K
$33.4M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
21.9KNew |
$982K - $1.02M
|
21.9K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
20.6K+ 80.13% |
$920K - $952K
|
46.3K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19.9KNew |
$892K - $922K
|
19.9K
$911K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.4KNew |
$866K - $896K
|
19.4K
$885K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18.7K+ 7.68% |
$836K - $865K
|
262K
$12M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
18K+ 6.41% |
$803K - $831K
|
298K
$13.6M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17.8K+ 43.51% |
$794K - $821K
|
58.6K
$2.68M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
17.6KNew |
$788K - $815K
|
17.6K
$806K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
17.5K+ 13.38% |
$783K - $810K
|
148K
$6.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
16.3K+ 6.79% |
$730K - $755K
|
257K
$11.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16K+ 2.81% |
$715K - $740K
|
584K
$26.7M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.7K+ 1.54% |
$704K - $728K
|
1.04M
$47.3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.5K+ 2.69% |
$695K - $719K
|
593K
$27.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
14.6K+ 106.6% |
$653K - $675K
|
28.3K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.6K+ 10.96% |
$652K - $674K
|
148K
$6.74M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
14.2K+ 15.25% |
$633K - $655K
|
107K
$4.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
13.9KNew |
$623K - $644K
|
13.9K
$636K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.9K+ 17.94% |
$621K - $643K
|
91.4K
$4.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
13.8KNew |
$619K - $640K
|
13.8K
$633K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.7KNew |
$613K - $634K
|
13.7K
$626K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
13.7KNew |
$612K - $633K
|
13.7K
$626K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
13.6K+ 3.28% |
$608K - $628K
|
428K
$19.5M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
12.8K+ 17.38% |
$572K - $591K
|
86.4K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
12.7K+ 27.86% |
$566K - $585K
|
58.1K
$2.65M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
12.6K+ 5.86% |
$564K - $584K
|
228K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
12.5KNew |
$558K - $577K
|
12.5K
$570K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.4K+ 9.76% |
$554K - $573K
|
139K
$6.37M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
11.7K+ 4.04% |
$524K - $542K
|
302K
$13.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
11.4K+ 2.59% |
$510K - $528K
|
452K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
11.2K+ 2.67% |
$502K - $519K
|
432K
$19.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
11.2KNew |
$500K - $517K
|
11.2K
$511K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11K+ 5.12% |
$491K - $508K
|
226K
$10.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
10.8KNew |
$483K - $500K
|
10.8K
$494K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
10.4K+ 122.07% |
$464K - $480K
|
18.9K
$863K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
9.89K+ 16.92% |
$442K - $457K
|
68.3K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.54K+ 115.69% |
$426K - $441K
|
17.8K
$813K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.97K+ 25.61% |
$401K - $415K
|
44K
$2.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8.93KNew |
$399K - $413K
|
8.93K
$408K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8.85KNew |
$396K - $409K
|
8.85K
$404K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
8.61KNew |
$385K - $398K
|
8.61K
$393K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.55K+ 106900.0% |
$382K - $396K
|
8.56K
$391K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
8.53K+ 3.46% |
$382K - $395K
|
255K
$11.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.39K+ 4.48% |
$375K - $388K
|
196K
$8.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
8.39KNew |
$375K - $388K
|
8.39K
$383K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8.04K+ 15.23% |
$359K - $372K
|
60.8K
$2.78M
|