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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
8.98KNew |
$405K - $417K
|
8.98K
$409K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.69K+ 387.81% |
$392K - $404K
|
10.9K
$498K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
8.46K+ 6.01% |
$382K - $393K
|
149K
$6.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8.33K+ 4.53% |
$376K - $387K
|
192K
$8.77M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.27K+ 1.08% |
$373K - $384K
|
776K
$35.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
8.08K+ 30.26% |
$365K - $375K
|
34.8K
$1.59M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
8.07KNew |
$364K - $375K
|
8.07K
$368K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.99K+ 6.91% |
$360K - $371K
|
124K
$5.64M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
7.82K+ 7.51% |
$353K - $363K
|
112K
$5.1M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
7.42KNew |
$335K - $345K
|
7.42K
$338K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.4K+ 30.17% |
$334K - $343K
|
31.9K
$1.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
7.21K+ 4.58% |
$325K - $335K
|
165K
$7.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
7.08K+ 9.06% |
$319K - $329K
|
85.2K
$3.88M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.06KNew |
$318K - $328K
|
7.06K
$322K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.93K+ 13.43% |
$313K - $322K
|
58.5K
$2.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.87K+ 6.05% |
$310K - $319K
|
120K
$5.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.81K+ 4.98% |
$307K - $316K
|
144K
$6.54M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.69K+ 16.75% |
$302K - $311K
|
46.6K
$2.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.61K+ 1.02% |
$298K - $307K
|
658K
$30M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.23K+ 4.54% |
$281K - $290K
|
144K
$6.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.12KNew |
$276K - $284K
|
6.12K
$279K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
6KNew |
$271K - $279K
|
6K
$274K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.83K+ 1.03% |
$263K - $271K
|
574K
$26.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.82K+ 1.54% |
$263K - $271K
|
384K
$17.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.75K+ 15.37% |
$260K - $267K
|
43.2K
$1.97M
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
BUY
|
- |
5.75K+ 35.72% |
$260K - $267K
|
21.9K
$996K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.58K+ 50.93% |
$252K - $259K
|
16.5K
$754K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.53KNew |
$249K - $257K
|
5.53K
$252K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5.47KNew |
$247K - $254K
|
5.47K
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5.4KNew |
$244K - $251K
|
5.4K
$246K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
5.18K+ 21.78% |
$234K - $241K
|
29K
$1.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.11KNew |
$231K - $238K
|
5.11K
$233K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.97K+ 25.28% |
$224K - $231K
|
24.6K
$1.12M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.94K+ 3.68% |
$223K - $229K
|
139K
$6.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
4.83K+ 1.17% |
$218K - $224K
|
419K
$19.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.83K+ 3.63% |
$218K - $224K
|
138K
$6.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.78KNew |
$216K - $222K
|
4.78K
$218K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.76K+ 1.77% |
$215K - $221K
|
273K
$12.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4.62K+ 4.78% |
$208K - $215K
|
101K
$4.62M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
4.26K+ 14.33% |
$192K - $198K
|
34K
$1.55M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.13K+ 8.5% |
$186K - $192K
|
52.7K
$2.4M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.12K+ 34.37% |
$186K - $192K
|
16.1K
$735K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
4.08K+ 81.35% |
$184K - $189K
|
9.08K
$414K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.04KNew |
$182K - $188K
|
4.04K
$184K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.97K+ 39.08% |
$179K - $184K
|
14.1K
$644K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.84K+ 42.16% |
$173K - $178K
|
12.9K
$590K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3.81K+ 10.37% |
$172K - $177K
|
40.5K
$1.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.7K+ 31.83% |
$167K - $172K
|
15.3K
$698K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.56K+ 7.37% |
$161K - $166K
|
51.9K
$2.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
3.33K+ 75.05% |
$150K - $155K
|
7.76K
$354K
|