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 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-630- 8.91% |
$28.2K - $29.1K
|
6.44K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-633- 2.28% |
$28.3K - $29.3K
|
27.1K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-663- 3.73% |
$29.6K - $30.7K
|
17.1K
$777K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-694- 10.16% |
$31K - $32.1K
|
6.14K
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-734- 3.23% |
$32.8K - $33.9K
|
22K
$1M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-736- 8.28% |
$32.9K - $34K
|
8.16K
$371K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-745- 0.89% |
$33.3K - $34.5K
|
83.4K
$3.79M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-850- 45.21% |
$38K - $39.3K
|
1.03K
$46.8K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-869- 4.67% |
$38.9K - $40.2K
|
17.7K
$807K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-875- 19.07% |
$39.1K - $40.5K
|
3.71K
$169K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-878- 12.96% |
$39.3K - $40.6K
|
5.9K
$268K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-907- 12.0% |
$40.6K - $41.9K
|
6.65K
$302K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-963- 14.69% |
$43.1K - $44.5K
|
5.59K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-978- 83.59% |
$43.7K - $45.2K
|
192
$8.73K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.02K- 2.23% |
$45.6K - $47.2K
|
44.7K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.02K- 3.91% |
$45.8K - $47.4K
|
25.1K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.03K- 5.74% |
$45.9K - $47.5K
|
16.9K
$767K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.05K- 6.86% |
$46.9K - $48.5K
|
14.2K
$647K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 0.68% |
$48.4K - $50K
|
159K
$7.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.1K- 84.21% |
$49.4K - $51.1K
|
207
$9.41K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.15K- 35.93% |
$51.2K - $53K
|
2.04K
$92.8K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.18K- 6.24% |
$52.9K - $54.7K
|
17.8K
$808K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.25K- 1.85% |
$55.7K - $57.6K
|
65.9K
$2.99M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.25K- 13.96% |
$56K - $57.9K
|
7.72K
$351K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.27K- 13.48% |
$56.7K - $58.6K
|
8.13K
$370K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-1.3K- 22.31% |
$58.3K - $60.3K
|
4.54K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.32K- 2.28% |
$59.1K - $61.1K
|
56.7K
$2.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.32K- 1.83% |
$59.1K - $61.1K
|
70.8K
$3.22M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.37K- 7.4% |
$61K - $63.1K
|
17.1K
$776K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.45K- 7.04% |
$64.6K - $66.8K
|
19.1K
$867K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.48K- 14.76% |
$66.2K - $68.5K
|
8.55K
$388K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 94.58% |
$66.3K - $68.5K
|
85
$3.86K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.49K- 8.68% |
$66.8K - $69.1K
|
15.7K
$714K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.5K- 20.59% |
$67K - $69.3K
|
5.78K
$263K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.51K- 19.77% |
$67.7K - $70K
|
6.15K
$279K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1.55K- 72.03% |
$69.1K - $71.5K
|
600
$27.3K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.56K- 4.41% |
$69.8K - $72.2K
|
33.8K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.57K- 13.48% |
$70.1K - $72.5K
|
10.1K
$457K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.59K- 12.79% |
$70.9K - $73.3K
|
10.8K
$491K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.62K- 18.21% |
$72.6K - $75.1K
|
7.29K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.66K- 3.92% |
$74K - $76.5K
|
40.6K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.66K- 7.65% |
$74.4K - $76.9K
|
20.1K
$913K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.67K- 81.74% |
$74.7K - $77.2K
|
373
$17K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.7K- 0.9% |
$76K - $78.6K
|
188K
$8.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.74K- 4.67% |
$77.8K - $80.4K
|
35.5K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-1.75K- 5.31% |
$78.4K - $81.1K
|
31.3K
$1.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-1.76K- 14.9% |
$78.7K - $81.4K
|
10.1K
$457K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.77K- 85.21% |
$79.3K - $82K
|
308
$14K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.81K- 6.74% |
$80.8K - $83.6K
|
25K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.86K- 1.35% |
$83.4K - $86.2K
|
136K
$6.19M
|