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 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-14- 0.17% |
$626 - $648
|
8.2K
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-21- 0.05% |
$939 - $971
|
38.9K
$1.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-33- 0.54% |
$1.48K - $1.53K
|
6.06K
$275K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-36- 0.38% |
$1.61K - $1.67K
|
9.51K
$432K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.07% |
$1.97K - $2.04K
|
59.6K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-60- 0.09% |
$2.68K - $2.78K
|
65.9K
$2.99M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-73- 1.53% |
$3.26K - $3.38K
|
4.7K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-104- 2.02% |
$4.65K - $4.81K
|
5.05K
$229K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-109- 2.8% |
$4.87K - $5.04K
|
3.78K
$172K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-110- 0.8% |
$4.92K - $5.09K
|
13.7K
$622K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-132- 0.36% |
$5.9K - $6.11K
|
36.7K
$1.67M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-148- 0.37% |
$6.62K - $6.85K
|
40K
$1.82M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-152- 8.45% |
$6.8K - $7.03K
|
1.65K
$74.8K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-171- 13.3% |
$7.65K - $7.91K
|
1.12K
$50.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-177- 2.37% |
$7.92K - $8.19K
|
7.3K
$332K
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-179- 0.64% |
$8K - $8.28K
|
28K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-180- 1.37% |
$8.05K - $8.33K
|
12.9K
$587K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-188- 0.83% |
$8.41K - $8.7K
|
22.4K
$1.02M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-193- 1.44% |
$8.63K - $8.93K
|
13.2K
$599K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-204- 0.93% |
$9.12K - $9.44K
|
21.8K
$991K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-206- 5.57% |
$9.21K - $9.53K
|
3.49K
$159K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-214- 0.43% |
$9.57K - $9.9K
|
49.5K
$2.25M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-227- 0.06% |
$10.2K - $10.5K
|
354K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-247- 51.03% |
$11K - $11.4K
|
237
$10.8K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-253- 92.67% |
$11.3K - $11.7K
|
20
$909
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-271- 4.62% |
$12.1K - $12.5K
|
5.6K
$255K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-300- 5.59% |
$13.4K - $13.9K
|
5.07K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-307- 2.95% |
$13.7K - $14.2K
|
10.1K
$460K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-309- 5.62% |
$13.8K - $14.3K
|
5.19K
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-313- 0.34% |
$14K - $14.5K
|
93.1K
$4.23M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-318- 4.94% |
$14.2K - $14.7K
|
6.12K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-330- 3.69% |
$14.8K - $15.3K
|
8.63K
$392K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-351- 3.21% |
$15.7K - $16.2K
|
10.6K
$482K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-364- 0.23% |
$16.3K - $16.8K
|
159K
$7.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-400- 4.87% |
$17.9K - $18.5K
|
7.82K
$355K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-409- 0.88% |
$18.3K - $18.9K
|
46K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-420- 2.4% |
$18.8K - $19.4K
|
17.1K
$776K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-423- 2.31% |
$18.9K - $19.6K
|
17.9K
$813K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-427- 2.53% |
$19.1K - $19.7K
|
16.5K
$748K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-451- 8.97% |
$20.2K - $20.9K
|
4.58K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-465- 3.67% |
$20.8K - $21.5K
|
12.2K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-466- 5.98% |
$20.8K - $21.6K
|
7.33K
$333K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-504- 2.4% |
$22.5K - $23.3K
|
20.5K
$930K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-512- 1.92% |
$22.9K - $23.7K
|
26.1K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-537- 2.77% |
$24K - $24.8K
|
18.8K
$857K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-549- 2.87% |
$24.6K - $25.4K
|
18.6K
$845K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-574- 4.27% |
$25.7K - $26.5K
|
12.9K
$585K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-595- 8.19% |
$26.6K - $27.5K
|
6.67K
$303K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-621- 74.19% |
$27.8K - $28.7K
|
216
$9.82K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-629- 0.98% |
$28.1K - $29.1K
|
63.6K
$2.89M
|