Purchases and Sales Made in Q2 2023 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 2023. 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 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.27M+ 2.56% |
$148M - $152M
|
131M
$5.99B
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.77M+ 11.76% |
$79.6M - $82M
|
16.8M
$765M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.61M+ 23.96% |
$72.6M - $74.8M
|
8.33M
$380M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.23M+ 10.24% |
$55.7M - $57.3M
|
13.3M
$606M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
958K+ 3.09% |
$43.2M - $44.5M
|
32M
$1.46B
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
777K+ 32.28% |
$35.1M - $36.1M
|
3.18M
$145M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
738K+ 1.22% |
$33.3M - $34.3M
|
61.3M
$2.8B
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
734K+ 3.13% |
$33.1M - $34.1M
|
24.2M
$1.1B
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
732K+ 54.89% |
$33M - $34M
|
2.07M
$94.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
670K+ 3.27% |
$30.2M - $31.1M
|
21.2M
$965M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
667K+ 349.92% |
$30.1M - $31M
|
857K
$39.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
637K+ 47.57% |
$28.8M - $29.6M
|
1.98M
$90.2M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
581K+ 368.37% |
$26.2M - $27M
|
739K
$33.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
508K+ 160.74% |
$22.9M - $23.6M
|
824K
$37.6M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
476K+ 22.76% |
$21.5M - $22.1M
|
2.57M
$117M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
460K+ 42.52% |
$20.7M - $21.4M
|
1.54M
$70.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
437K+ 34.4% |
$19.7M - $20.3M
|
1.71M
$77.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
420K+ 7.59% |
$19M - $19.5M
|
5.95M
$271M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
314K+ 4022.58% |
$14.1M - $14.6M
|
321K
$14.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
308K+ 13.42% |
$13.9M - $14.3M
|
2.6M
$119M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
286K+ 300.5% |
$12.9M - $13.3M
|
381K
$17.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
273K+ 53.05% |
$12.3M - $12.7M
|
787K
$35.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
262KNew |
$11.8M - $12.2M
|
262K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
253KNew |
$11.4M - $11.7M
|
253K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
245K+ 6.1% |
$11M - $11.4M
|
4.25M
$194M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
237KNew |
$10.7M - $11M
|
237K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
216K+ 5.31% |
$9.75M - $10M
|
4.29M
$195M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
212K+ 0.85% |
$9.59M - $9.87M
|
25.2M
$1.15B
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
209K+ 9.9% |
$9.44M - $9.72M
|
2.32M
$106M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
207K+ 22.15% |
$9.33M - $9.61M
|
1.14M
$52M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
152K+ 1.59% |
$6.87M - $7.07M
|
9.7M
$442M
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
141KNew |
$6.37M - $6.55M
|
141K
$6.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
133K+ 6.93% |
$5.98M - $6.16M
|
2.05M
$93.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
132KNew |
$5.95M - $6.13M
|
132K
$6.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
130K+ 17.65% |
$5.88M - $6.06M
|
869K
$39.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
125K+ 38.63% |
$5.63M - $5.8M
|
448K
$20.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
119K+ 12.31% |
$5.39M - $5.55M
|
1.09M
$49.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
119KNew |
$5.38M - $5.54M
|
119K
$5.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
BUY
|
- |
118K+ 45.06% |
$5.34M - $5.5M
|
381K
$17.4M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
115K+ 64.73% |
$5.19M - $5.34M
|
293K
$13.3M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
115K+ 64.73% |
$5.19M - $5.34M
|
293K
$13.3M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
114K+ 11.39% |
$5.15M - $5.3M
|
1.12M
$50.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
108K+ 339.29% |
$4.87M - $5.01M
|
140K
$6.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
106K+ 0.75% |
$4.77M - $4.91M
|
14.1M
$644M
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
98.2K+ 77.45% |
$4.43M - $4.56M
|
225K
$10.3M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
92.3K+ 168.7% |
$4.17M - $4.29M
|
147K
$6.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
92.1K+ 106.95% |
$4.15M - $4.28M
|
178K
$8.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
90.2K+ 16.8% |
$4.07M - $4.19M
|
627K
$28.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
84.6K+ 22.21% |
$3.82M - $3.93M
|
465K
$21.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
84.5K+ 21.54% |
$3.81M - $3.93M
|
477K
$21.7M
|