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 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-11.9K- 30.49% |
$530K - $548K
|
27K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-13K- 7.02% |
$580K - $600K
|
172K
$7.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-13.2K- 5.12% |
$592K - $612K
|
245K
$11.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-13.9K- 47.99% |
$623K - $645K
|
15.1K
$696K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-14.2K- 78.26% |
$634K - $655K
|
3.94K
$181K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-15.1K- 51.92% |
$677K - $700K
|
14K
$646K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-15.3K- 2.18% |
$686K - $709K
|
687K
$31.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-15.8K- 7.31% |
$706K - $730K
|
200K
$9.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-15.8K- 66.95% |
$706K - $730K
|
7.79K
$359K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.9K- 17.2% |
$711K - $735K
|
76.5K
$3.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-15.9K- 56.26% |
$712K - $736K
|
12.4K
$570K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-16.5K- 71.79% |
$736K - $761K
|
6.47K
$298K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-18.1K- 1.83% |
$808K - $835K
|
971K
$44.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-20.8K- 23.64% |
$929K - $960K
|
67.1K
$3.09M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-21.7K- 3.13% |
$972K - $1M
|
673K
$31M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-22K- 14.27% |
$985K - $1.02M
|
132K
$6.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-23.7K- 2.64% |
$1.06M - $1.1M
|
874K
$40.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-25.2K- 5.92% |
$1.13M - $1.17M
|
400K
$18.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-25.2K- 6.16% |
$1.13M - $1.17M
|
384K
$17.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-27.4K- 23.53% |
$1.23M - $1.27M
|
89.2K
$4.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29.8K- 3.36% |
$1.33M - $1.38M
|
857K
$39.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-31K- 11.65% |
$1.39M - $1.43M
|
235K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-32.1K- 42.72% |
$1.44M - $1.48M
|
43K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-34K- 47.53% |
$1.52M - $1.57M
|
37.6K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-36.7K- 11.96% |
$1.64M - $1.7M
|
270K
$12.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-38.3K- 73.6% |
$1.71M - $1.77M
|
13.7K
$633K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-44.4K- 89.15% |
$1.99M - $2.05M
|
5.41K
$249K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-52.4K- 89.37% |
$2.34M - $2.42M
|
6.23K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-54.7K- 81.1% |
$2.45M - $2.53M
|
12.7K
$587K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-57.9K- 55.77% |
$2.59M - $2.68M
|
45.9K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-58.1K- 26.86% |
$2.6M - $2.69M
|
158K
$7.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-70.9K- 88.05% |
$3.17M - $3.28M
|
9.63K
$443K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-76.9K- 23.19% |
$3.44M - $3.56M
|
255K
$11.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-82.9K- 39.1% |
$3.71M - $3.84M
|
129K
$5.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-95.2K- 61.67% |
$4.26M - $4.4M
|
59.2K
$2.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-97.8K- 6.27% |
$4.37M - $4.52M
|
1.46M
$67.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-99.4K- 22.98% |
$4.44M - $4.6M
|
333K
$15.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-104K- 18.59% |
$4.65M - $4.81M
|
456K
$21M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-106K- 71.62% |
$4.75M - $4.91M
|
42.1K
$1.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-107K- 3.98% |
$4.79M - $4.95M
|
2.58M
$119M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-114K- 16.95% |
$5.08M - $5.25M
|
557K
$25.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-118K- 25.24% |
$5.27M - $5.45M
|
349K
$16.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-191K- 40.92% |
$8.54M - $8.84M
|
276K
$12.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-230K- 25.85% |
$10.3M - $10.6M
|
660K
$30.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-250K- 99.31% |
$11.2M - $11.6M
|
1.74K
$80.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-301K- 96.47% |
$13.5M - $13.9M
|
11K
$508K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-434K- 81.58% |
$19.4M - $20.1M
|
97.9K
$4.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.27M- 24.58% |
$236M - $244M
|
16.2M
$745M
|