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 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
3.33K+ 75.05% |
$150K - $155K
|
7.76K
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.2K+ 14.04% |
$144K - $148K
|
26K
$1.18M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.19K+ 1716.13% |
$144K - $148K
|
3.38K
$154K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.16K+ 1.51% |
$143K - $147K
|
212K
$9.68M
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.86K+ 19.54% |
$129K - $133K
|
17.5K
$798K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.85K+ 29.96% |
$129K - $132K
|
12.4K
$564K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.76K+ 4.59% |
$124K - $128K
|
62.8K
$2.86M
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
2.74K+ 18.6% |
$124K - $127K
|
17.5K
$797K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.74K+ 173.65% |
$124K - $127K
|
4.32K
$197K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
2.74K+ 15.24% |
$124K - $127K
|
20.7K
$945K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.7K+ 3.5% |
$122K - $125K
|
79.7K
$3.63M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.58K+ 2.09% |
$117K - $120K
|
126K
$5.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
2.5K+ 19.82% |
$113K - $116K
|
15.1K
$689K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.32K+ 4.65% |
$105K - $108K
|
52.2K
$2.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.3K+ 8.91% |
$104K - $107K
|
28K
$1.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
2.18K+ 1.52% |
$98.3K - $101K
|
145K
$6.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.11KNew |
$95.2K - $98K
|
2.11K
$96.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.1K+ 1.84% |
$94.8K - $97.5K
|
116K
$5.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.08K+ 13.07% |
$93.9K - $96.7K
|
18K
$821K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.08K+ 6.29% |
$93.7K - $96.4K
|
35.1K
$1.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.04K+ 0.27% |
$92K - $94.7K
|
770K
$35.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.99K+ 21.48% |
$89.6K - $92.2K
|
11.2K
$512K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.98K+ 28.81% |
$89.3K - $92K
|
8.85K
$403K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.94K+ 4.99% |
$87.7K - $90.3K
|
40.9K
$1.86M
|
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.89K+ 3.7% |
$85.1K - $87.7K
|
52.9K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.88K+ 9.22% |
$84.8K - $87.3K
|
22.3K
$1.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.84K+ 91750.0% |
$82.8K - $85.2K
|
1.84K
$83.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.74K+ 6.09% |
$78.6K - $80.9K
|
30.3K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.74K+ 33.74% |
$78.3K - $80.6K
|
6.88K
$314K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.56K+ 192.49% |
$70.5K - $72.6K
|
2.38K
$108K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.55K+ 2.41% |
$70.1K - $72.1K
|
65.9K
$3M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.47K+ 20.58% |
$66.2K - $68.1K
|
8.6K
$392K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 0.79% |
$64.8K - $66.7K
|
184K
$8.39M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.38K+ 0.6% |
$62.4K - $64.2K
|
234K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.29K+ 0.77% |
$58.3K - $60K
|
169K
$7.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.25K+ 6.74% |
$56.3K - $58K
|
19.8K
$901K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.24K+ 151.84% |
$55.9K - $57.6K
|
2.06K
$93.7K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.24K+ 10.52% |
$55.9K - $57.5K
|
13K
$593K
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.13K+ 10.94% |
$50.8K - $52.3K
|
11.4K
$520K
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.09K+ 5.34% |
$49.2K - $50.7K
|
21.5K
$982K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.06K+ 7.63% |
$47.8K - $49.2K
|
15K
$682K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 5.72% |
$47.4K - $48.8K
|
19.4K
$884K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 10.18% |
$46.4K - $47.8K
|
11.1K
$508K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
999New |
$45.1K - $46.4K
|
999
$45.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
939+ 1.42% |
$42.4K - $43.6K
|
66.8K
$3.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
864+ 12.88% |
$39K - $40.1K
|
7.57K
$345K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
855+ 6.46% |
$38.6K - $39.7K
|
14.1K
$642K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
843+ 3.19% |
$38K - $39.2K
|
27.3K
$1.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
839+ 2.9% |
$37.9K - $39K
|
29.8K
$1.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
831+ 6.53% |
$37.5K - $38.6K
|
13.6K
$618K
|