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
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-2.28K- 22.17% |
$102K - $106K
|
8.02K
$369K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.6K- 9.31% |
$116K - $120K
|
25.3K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
SELL
|
- |
-2.63K- 6.57% |
$118K - $122K
|
37.4K
$1.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.64K- 11.32% |
$118K - $122K
|
20.7K
$953K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-2.66K- 9.45% |
$119K - $123K
|
25.4K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-2.75K- 10.98% |
$123K - $127K
|
22.3K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3K- 5.67% |
$134K - $139K
|
49.8K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-3.12K- 36.5% |
$140K - $144K
|
5.43K
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.14K- 1.19% |
$140K - $145K
|
260K
$12M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-3.14K- 25.12% |
$140K - $145K
|
9.36K
$431K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.15K- 16.78% |
$141K - $146K
|
15.6K
$719K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.28K- 8.97% |
$146K - $151K
|
33.2K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.29K- 4.09% |
$147K - $152K
|
77.1K
$3.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-3.45K- 4.27% |
$154K - $160K
|
77.4K
$3.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.53K- 9.79% |
$158K - $163K
|
32.5K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.54K- 12.45% |
$158K - $164K
|
24.9K
$1.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-3.55K- 5.42% |
$159K - $164K
|
62K
$2.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.75K- 2.8% |
$167K - $173K
|
130K
$5.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-3.8K- 8.08% |
$170K - $176K
|
43.3K
$1.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.85K- 6.45% |
$172K - $178K
|
55.9K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.98K- 35.67% |
$178K - $184K
|
7.18K
$331K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-3.99K- 20.21% |
$178K - $185K
|
15.8K
$726K
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-4.08K- 2.68% |
$183K - $189K
|
148K
$6.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-4.09K- 4.22% |
$183K - $189K
|
92.8K
$4.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.34K- 4.56% |
$194K - $201K
|
91K
$4.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-4.43K- 0.47% |
$198K - $205K
|
947K
$43.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.73K- 5.16% |
$212K - $219K
|
86.9K
$4M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.74K- 3.98% |
$212K - $219K
|
115K
$5.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-4.78K- 15.52% |
$214K - $221K
|
26K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.87K- 4.97% |
$218K - $225K
|
93.1K
$4.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-5.05K- 4.27% |
$226K - $234K
|
113K
$5.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.17K- 6.74% |
$231K - $239K
|
71.5K
$3.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-5.87K- 2.63% |
$263K - $271K
|
217K
$10M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-6.13K- 6.21% |
$274K - $284K
|
92.7K
$4.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.19K- 0.06% |
$277K - $286K
|
10.9M
$502M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-6.2K- 14.18% |
$277K - $287K
|
37.5K
$1.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-6.38K- 12.91% |
$285K - $295K
|
43K
$1.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-6.93K- 1.25% |
$310K - $321K
|
546K
$25.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-7.04K- 13.24% |
$315K - $326K
|
46.1K
$2.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-7.27K- 13.59% |
$325K - $336K
|
46.3K
$2.13M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.62K- 52.86% |
$341K - $353K
|
6.8K
$313K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.84K- 5.41% |
$351K - $363K
|
137K
$6.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-9.2K- 28.08% |
$411K - $425K
|
23.5K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.78K- 55.3% |
$437K - $452K
|
7.9K
$364K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-9.78K- 52.67% |
$437K - $452K
|
8.79K
$405K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-10.4K- 45.96% |
$467K - $483K
|
12.3K
$565K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.5K- 0.14% |
$470K - $486K
|
7.7M
$355M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-11.3K- 11.71% |
$506K - $523K
|
85.3K
$3.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-11.5K- 59.0% |
$516K - $534K
|
8.02K
$369K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-11.7K- 2.89% |
$522K - $540K
|
392K
$18.1M
|