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 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.34KNew |
$194K - $201K
|
4.34K
$199K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
4.3K+ 4.03% |
$192K - $199K
|
111K
$5.06M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.29K+ 0.85% |
$192K - $198K
|
509K
$23.2M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4.28K+ 6.22% |
$191K - $198K
|
73.1K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.21K+ 3.9% |
$188K - $195K
|
112K
$5.12M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4K+ 8.94% |
$179K - $185K
|
48.8K
$2.23M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.99K+ 37.9% |
$178K - $184K
|
14.5K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.86K+ 1.36% |
$172K - $178K
|
287K
$13.1M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.79K+ 91.17% |
$169K - $175K
|
7.95K
$363K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.79K+ 12.82% |
$169K - $175K
|
33.3K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3.73KNew |
$167K - $173K
|
3.73K
$171K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.71K+ 9.63% |
$166K - $171K
|
42.2K
$1.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.59K+ 10.9% |
$161K - $166K
|
36.5K
$1.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.53K+ 9.99% |
$158K - $163K
|
38.8K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.51KNew |
$157K - $162K
|
3.51K
$160K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
3.33K+ 18.46% |
$149K - $154K
|
21.4K
$977K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.28KNew |
$147K - $152K
|
3.28K
$150K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.24K+ 11.44% |
$145K - $150K
|
31.5K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.21K+ 6.23% |
$144K - $149K
|
54.8K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.21K+ 18.32% |
$144K - $149K
|
20.7K
$948K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.18K+ 0.35% |
$142K - $147K
|
906K
$41.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.13K+ 4.77% |
$140K - $145K
|
68.8K
$3.14M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3.07K+ 114.78% |
$137K - $142K
|
5.74K
$262K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
2.77K+ 4.66% |
$124K - $128K
|
62.1K
$2.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
BUY
|
- |
2.76K+ 4.42% |
$123K - $127K
|
65K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.72KNew |
$122K - $126K
|
2.72K
$124K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.71K+ 22.31% |
$121K - $125K
|
14.8K
$678K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.68K+ 13.48% |
$120K - $124K
|
22.6K
$1.03M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.65K+ 21.54% |
$119K - $123K
|
15K
$683K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.57KNew |
$115K - $119K
|
2.57K
$117K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.53K+ 7.21% |
$113K - $117K
|
37.6K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.52K+ 1.64% |
$113K - $117K
|
156K
$7.13M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.44K+ 0.53% |
$109K - $113K
|
460K
$21M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.38K+ 21.61% |
$106K - $110K
|
13.4K
$611K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 480.16% |
$106K - $110K
|
2.87K
$131K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.36K+ 0.76% |
$105K - $109K
|
314K
$14.3M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
2.35K+ 0.27% |
$105K - $109K
|
881K
$40.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.3K+ 6.46% |
$103K - $106K
|
37.9K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.3K+ 6.93% |
$103K - $106K
|
35.4K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.18K+ 43.81% |
$97.5K - $101K
|
7.16K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.15K+ 3.26% |
$96.1K - $99.4K
|
68.1K
$3.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.06K+ 3.79% |
$92K - $95.1K
|
56.4K
$2.58M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
1.9K+ 0.63% |
$84.7K - $87.6K
|
301K
$13.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.84KNew |
$82.4K - $85.2K
|
1.84K
$84.2K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.79K+ 8.75% |
$79.9K - $82.6K
|
22.2K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.77K+ 11.64% |
$79K - $81.7K
|
16.9K
$774K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.7K+ 2.24% |
$76.1K - $78.7K
|
77.6K
$3.55M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.68K+ 201.32% |
$75K - $77.6K
|
2.51K
$115K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.66K+ 6.82% |
$74.3K - $76.8K
|
26K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.65K+ 7.29% |
$73.7K - $76.3K
|
24.3K
$1.11M
|