Purchases and Sales Made in Q2 2022 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 2022. 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 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-499- 2.85% |
$22.8K - $24.7K
|
17K
$769K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-500Closed |
$22.9K - $24.8K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-518- 6.78% |
$23.7K - $25.6K
|
7.12K
$322K
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-525Closed |
$24K - $26K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
SELL
|
- |
-578- 5.57% |
$26.4K - $28.6K
|
9.8K
$443K
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-585Closed |
$26.8K - $29K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-596- 0.52% |
$27.3K - $29.5K
|
114K
$5.15M
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-608- 0.54% |
$27.8K - $30.1K
|
113K
$5.09M
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-608- 0.54% |
$27.8K - $30.1K
|
113K
$5.09M
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-618- 1.84% |
$28.3K - $30.6K
|
32.9K
$1.49M
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-659- 9.14% |
$30.1K - $32.6K
|
6.55K
$296K
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-663- 1.55% |
$30.3K - $32.8K
|
42.1K
$1.9M
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-673- 0.63% |
$30.8K - $33.3K
|
106K
$4.78M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-831- 12.38% |
$38K - $41.1K
|
5.88K
$266K
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-839- 13.46% |
$38.4K - $41.5K
|
5.4K
$244K
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
SELL
|
- |
-885- 11.11% |
$40.5K - $43.8K
|
7.08K
$320K
|
|
Jul 13, 2022
Q2 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-930- 4.7% |
$42.5K - $46K
|
18.9K
$852K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.01K- 9.11% |
$46.1K - $49.9K
|
10.1K
$455K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.05K- 15.53% |
$48.1K - $52K
|
5.72K
$258K
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.05K- 0.38% |
$48.2K - $52.2K
|
273K
$12.3M
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.17K- 8.48% |
$53.3K - $57.7K
|
12.6K
$569K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-1.21K- 2.5% |
$55.3K - $59.9K
|
47.3K
$2.14M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-1.26K- 8.74% |
$57.5K - $62.2K
|
13.1K
$593K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.27K- 58.07% |
$58.1K - $62.9K
|
917
$41.4K
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-1.3KClosed |
$59.5K - $64.4K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.32K- 21.86% |
$60.3K - $65.2K
|
4.71K
$213K
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-1.35K- 3.73% |
$61.6K - $66.6K
|
34.7K
$1.57M
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.36K- 3.83% |
$62.1K - $67.2K
|
34.1K
$1.54M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.52K- 16.3% |
$69.3K - $75K
|
7.78K
$352K
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.53K- 6.03% |
$69.7K - $75.5K
|
23.7K
$1.07M
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.55K- 14.05% |
$70.8K - $76.6K
|
9.47K
$428K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.6KClosed |
$73K - $79.1K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.73K- 4.85% |
$79.1K - $85.6K
|
34K
$1.53M
|
|
Aug 10, 2022
Q2 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.85K- 20.55% |
$84.7K - $91.7K
|
7.16K
$324K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.98K- 38.78% |
$90.3K - $97.8K
|
3.12K
$141K
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.98K- 10.26% |
$90.5K - $97.9K
|
17.3K
$782K
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
SELL
|
- |
-2.05KClosed |
$93.9K - $102K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.2K- 3.61% |
$101K - $109K
|
58.6K
$2.65M
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.24KClosed |
$102K - $111K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-2.35K- 4.6% |
$107K - $116K
|
48.6K
$2.2M
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.35KClosed |
$108K - $116K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.38K- 7.24% |
$109K - $118K
|
30.5K
$1.38M
|
|
Jul 13, 2022
Q2 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.49K- 2.21% |
$114K - $123K
|
110K
$4.96M
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.51K- 11.31% |
$115K - $124K
|
19.7K
$890K
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.56K- 1.5% |
$117K - $127K
|
168K
$7.61M
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-2.61K- 29.3% |
$119K - $129K
|
6.29K
$284K
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.93KClosed |
$134K - $145K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3K- 9.48% |
$137K - $148K
|
28.6K
$1.29M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.1K- 31.92% |
$142K - $153K
|
6.61K
$299K
|
|
Jul 13, 2022
Q2 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-3.45K- 18.71% |
$158K - $171K
|
15K
$677K
|