Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.6K+ 112.13% |
$561K - $568K
|
20.1K
$924K
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.6KNew |
$558K - $566K
|
10.6K
$486K
|
|
Aug 12, 2021
Q2 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.6KNew |
$557K - $565K
|
10.6K
$485K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
10.3K+ 33.19% |
$543K - $551K
|
41.3K
$1.9M
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.89K+ 129.89% |
$522K - $529K
|
17.5K
$804K
|
|
Jul 11, 2022
Q2 2021
|
Range Financial Group LLC
|
BUY
|
- |
9.83KNew |
$518K - $526K
|
9.83K
$452K
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
9.49KNew |
$500K - $507K
|
9.49K
$436K
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
9.37K+ 4.31% |
$494K - $501K
|
227K
$10.4M
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.12K+ 19.81% |
$481K - $488K
|
55.2K
$2.53M
|
|
Aug 09, 2021
Q2 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.04K+ 111.43% |
$477K - $483K
|
17.1K
$788K
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.02K+ 9.11% |
$476K - $482K
|
108K
$4.97M
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.41K+ 100.77% |
$444K - $450K
|
16.8K
$770K
|
|
Jul 16, 2021
Q2 2021
|
Western Financial Corporation
|
BUY
|
- |
8.15KNew |
$430K - $436K
|
8.15K
$374K
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
8.11K+ 20.51% |
$428K - $434K
|
47.6K
$2.19M
|
|
Aug 04, 2021
Q2 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.95K+ 20.68% |
$419K - $425K
|
46.4K
$2.13M
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.95K+ 49.55% |
$419K - $425K
|
24K
$1.1M
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
BUY
|
- |
7.86K+ 18.66% |
$414K - $420K
|
50K
$2.3M
|
|
Jul 22, 2021
Q2 2021
|
Veracity Capital LLC
|
BUY
|
- |
7.71K+ 37.99% |
$407K - $413K
|
28K
$1.29M
|
|
Aug 16, 2021
Q2 2021
|
Motive Wealth Advisors
|
BUY
|
- |
7.67KNew |
$405K - $410K
|
7.67K
$352K
|
|
Aug 16, 2021
Q2 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.51KNew |
$396K - $402K
|
7.51K
$345K
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.11KNew |
$375K - $380K
|
7.11K
$327K
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.95KNew |
$367K - $372K
|
6.95K
$319K
|
|
Jul 28, 2021
Q2 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
6.84K+ 8.17% |
$361K - $366K
|
90.5K
$4.16M
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.79KNew |
$358K - $363K
|
6.79K
$312K
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.51K+ 123.21% |
$343K - $348K
|
11.8K
$542K
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.43K+ 82.6% |
$339K - $344K
|
14.2K
$653K
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
6.43KNew |
$339K - $344K
|
6.43K
$295K
|
|
Aug 10, 2021
Q2 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.26K+ 41.06% |
$330K - $335K
|
21.5K
$988K
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.16K+ 9.55% |
$325K - $330K
|
70.7K
$3.25M
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
5.78K+ 12.67% |
$305K - $309K
|
51.4K
$2.36M
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.66K+ 26.88% |
$299K - $303K
|
26.7K
$1.23M
|
|
Aug 13, 2021
Q2 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.63KNew |
$297K - $301K
|
5.63K
$259K
|
|
Aug 10, 2021
Q2 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.51K+ 8.1% |
$291K - $295K
|
73.6K
$3.38M
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.22K+ 37.62% |
$276K - $279K
|
19.1K
$878K
|
|
Aug 16, 2021
Q2 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.12KNew |
$270K - $274K
|
5.12K
$235K
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.97K+ 56.86% |
$262K - $266K
|
13.7K
$630K
|
|
Aug 03, 2021
Q2 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.92K+ 3.49% |
$259K - $263K
|
146K
$6.69M
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.91KNew |
$259K - $263K
|
4.91K
$226K
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.91K+ 35.21% |
$259K - $263K
|
18.9K
$867K
|
|
Jul 23, 2021
Q2 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.78K+ 45.68% |
$252K - $256K
|
15.3K
$701K
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.76KNew |
$251K - $254K
|
4.76K
$219K
|
|
Aug 12, 2021
Q2 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.69K+ 66.66% |
$247K - $251K
|
11.7K
$539K
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
4.66K+ 233.4% |
$246K - $249K
|
6.66K
$306K
|
|
Aug 10, 2021
Q2 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.47K+ 21.33% |
$236K - $239K
|
25.4K
$1.17M
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.45K+ 10.96% |
$235K - $238K
|
45K
$2.07M
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.24K+ 6.45% |
$224K - $227K
|
70K
$3.22M
|
|
Aug 04, 2021
Q2 2021
|
Firestone Capital Management
|
BUY
|
- |
4.2K+ 0.7% |
$221K - $224K
|
601K
$27.6M
|
|
Jul 29, 2021
Q2 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.11KNew |
$217K - $220K
|
4.11K
$189K
|
|
Aug 10, 2021
Q2 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.01K+ 6.03% |
$212K - $215K
|
70.6K
$3.24M
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.96KNew |
$209K - $212K
|
3.96K
$182K
|