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 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
242New |
$12.8K - $12.9K
|
242
$11.1K
|
|
Jul 15, 2021
Q2 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
230+ 4.31% |
$12.1K - $12.3K
|
5.57K
$256K
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
BUY
|
- |
210New |
$11.1K - $11.2K
|
210
$9.65K
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
185+ 5.97% |
$9.76K - $9.9K
|
3.28K
$151K
|
|
Aug 06, 2021
Q2 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
166+ 1.27% |
$8.75K - $8.88K
|
13.2K
$606K
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
141+ 3.52% |
$7.44K - $7.54K
|
4.15K
$191K
|
|
Jul 16, 2021
Q2 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
119+ 1.61% |
$6.28K - $6.37K
|
7.52K
$346K
|
|
Jul 27, 2021
Q2 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
93+ 0.43% |
$4.9K - $4.97K
|
21.7K
$995K
|
|
Aug 06, 2021
Q2 2021
|
E Rn Financial, LLC
|
BUY
|
- |
88+ 1.4% |
$4.64K - $4.71K
|
6.36K
$292K
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
80+ 17.94% |
$4.22K - $4.28K
|
526
$24.2K
|
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
BUY
|
- |
79+ 0.57% |
$4.17K - $4.23K
|
14K
$642K
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
62+ 12.11% |
$3.27K - $3.32K
|
574
$26.4K
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50+ 17.24% |
$2.64K - $2.67K
|
340
$15.6K
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
27+ 12.22% |
$1.42K - $1.44K
|
248
$11.4K
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
BUY
|
- |
26+ 0.42% |
$1.37K - $1.39K
|
6.16K
$283K
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
25New |
$1.32K - $1.34K
|
25
$1.15K
|
|
Jul 26, 2021
Q2 2021
|
Zhang Financial LLC
|
BUY
|
- |
17+ 0.29% |
$897 - $909
|
5.81K
$267K
|
|
Aug 17, 2021
Q2 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.15% |
$422 - $428
|
5.44K
$250K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1+ 0.02% |
$52.7 - $53.5
|
6.47K
$297K
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3Closed |
$158 - $160
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-12- 0.12% |
$633 - $642
|
10.1K
$466K
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
SELL
|
- |
-56Closed |
$2.95K - $3K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-86- 69.35% |
$4.54K - $4.6K
|
38
$1.75K
|
|
Aug 05, 2021
Q2 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-100Closed |
$5.27K - $5.35K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-144- 1.64% |
$7.59K - $7.7K
|
8.61K
$396K
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-168Closed |
$8.86K - $8.99K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-207Closed |
$10.9K - $11.1K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-294Closed |
$15.5K - $15.7K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-294Closed |
$15.5K - $15.7K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-300Closed |
$15.8K - $16K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-435- 2.71% |
$22.9K - $23.3K
|
15.6K
$717K
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-493Closed |
$26K - $26.4K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-507- 5.51% |
$26.7K - $27.1K
|
8.7K
$400K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-562- 63.65% |
$29.6K - $30.1K
|
321
$14.7K
|
|
Aug 13, 2021
Q2 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-624- 0.18% |
$32.9K - $33.4K
|
350K
$16.1M
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-638Closed |
$33.6K - $34.1K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-689- 2.67% |
$36.3K - $36.9K
|
25.2K
$1.16M
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-787- 14.72% |
$41.5K - $42.1K
|
4.56K
$210K
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-832- 2.29% |
$43.9K - $44.5K
|
35.5K
$1.63M
|
|
Jul 29, 2021
Q2 2021
|
Cordasco Financial Network
|
SELL
|
- |
-1.02K- 5.84% |
$53.7K - $54.5K
|
16.4K
$754K
|
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.02K- 2.11% |
$53.8K - $54.6K
|
47.5K
$2.18M
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.13K- 7.35% |
$59.7K - $60.6K
|
14.3K
$656K
|
|
Aug 16, 2021
Q2 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 71.23% |
$62.3K - $63.2K
|
477
$21.9K
|
|
Aug 13, 2021
Q2 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.35K- 11.99% |
$71K - $72K
|
9.88K
$454K
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.52K- 13.2% |
$80K - $81.1K
|
9.97K
$458K
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.56K- 10.71% |
$82.2K - $83.4K
|
13K
$598K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.6K- 25.32% |
$84.5K - $85.7K
|
4.73K
$217K
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.66K- 29.65% |
$87.7K - $89K
|
3.95K
$181K
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.86K- 9.71% |
$98K - $99.4K
|
17.3K
$794K
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2.35K- 55.28% |
$124K - $125K
|
1.9K
$87.2K
|