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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7.87K+ 8.33% |
$352K - $364K
|
102K
$4.66M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.8K+ 3.49% |
$349K - $361K
|
231K
$10.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
7.75K+ 6.13% |
$346K - $358K
|
134K
$6.11M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.74K+ 9.69% |
$346K - $358K
|
87.6K
$3.99M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.73K+ 1.79% |
$346K - $358K
|
439K
$20M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.66KNew |
$343K - $354K
|
7.66K
$349K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
7.6K+ 42.2% |
$340K - $351K
|
25.6K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.59K+ 120.33% |
$340K - $351K
|
13.9K
$633K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.55K+ 42.62% |
$338K - $349K
|
25.3K
$1.15M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
7.36K+ 1.88% |
$329K - $340K
|
399K
$18.2M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
7.27K+ 2.03% |
$325K - $336K
|
366K
$16.6M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
7.19K+ 25.39% |
$321K - $332K
|
35.5K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.07KNew |
$316K - $327K
|
7.07K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.9K+ 7.68% |
$308K - $319K
|
96.7K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
6.86KNew |
$307K - $317K
|
6.86K
$312K
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
6.82KNew |
$305K - $316K
|
6.82K
$311K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.75K+ 4.24% |
$302K - $312K
|
166K
$7.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
6.63KNew |
$297K - $307K
|
6.63K
$302K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.57KNew |
$294K - $304K
|
6.57K
$299K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.55K+ 1.13% |
$293K - $303K
|
589K
$26.8M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6.33KNew |
$283K - $293K
|
6.33K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.29K+ 30.15% |
$281K - $291K
|
27.1K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6.22K+ 89.05% |
$278K - $288K
|
13.2K
$601K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
6.01KNew |
$269K - $278K
|
6.01K
$274K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
6.01KNew |
$269K - $278K
|
6.01K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
5.77K+ 3.22% |
$258K - $267K
|
185K
$8.43M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.7KNew |
$255K - $263K
|
5.7K
$259K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.5K+ 10.94% |
$246K - $254K
|
55.7K
$2.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.49K+ 17.81% |
$246K - $254K
|
36.3K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.42K+ 9.88% |
$242K - $250K
|
60.2K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5.31KNew |
$238K - $246K
|
5.31K
$242K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5.31K+ 0.97% |
$237K - $245K
|
553K
$25.2M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
5.24KNew |
$234K - $242K
|
5.24K
$239K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
5.19KNew |
$232K - $240K
|
5.19K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
5.17K+ 3.73% |
$231K - $239K
|
144K
$6.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.13K+ 4.27% |
$229K - $237K
|
125K
$5.69M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
5.1KNew |
$228K - $236K
|
5.1K
$232K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
5.09K+ 3979.69% |
$228K - $236K
|
5.22K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.99K+ 18.69% |
$223K - $231K
|
31.7K
$1.44M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4.91KNew |
$219K - $227K
|
4.91K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.81K+ 14.32% |
$215K - $222K
|
38.4K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
4.67KNew |
$209K - $216K
|
4.67K
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
4.52KNew |
$202K - $209K
|
4.52K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.52K+ 52.84% |
$202K - $209K
|
13.1K
$595K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.45K+ 17.07% |
$199K - $206K
|
30.5K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.43K+ 26.26% |
$198K - $205K
|
21.3K
$969K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.42K+ 29.16% |
$198K - $205K
|
19.6K
$892K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.42KNew |
$197K - $204K
|
4.42K
$201K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.41KNew |
$197K - $204K
|
4.41K
$201K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.34KNew |
$194K - $201K
|
4.34K
$198K
|