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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
828+ 6.41% |
$37.4K - $38.5K
|
13.8K
$627K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
766New |
$34.6K - $35.6K
|
766
$34.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
750+ 4.47% |
$33.8K - $34.8K
|
17.5K
$798K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
740+ 7.32% |
$33.4K - $34.4K
|
10.9K
$495K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
728+ 0.78% |
$32.8K - $33.8K
|
93.6K
$4.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
725+ 1.5% |
$32.7K - $33.7K
|
49.1K
$2.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
720+ 1.11% |
$32.5K - $33.4K
|
65.6K
$2.99M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
706+ 5.25% |
$31.9K - $32.8K
|
14.2K
$645K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
689New |
$31.1K - $32K
|
689
$31.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
658+ 0.98% |
$29.7K - $30.6K
|
67.8K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
637New |
$28.7K - $29.6K
|
637
$29K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
629New |
$28.4K - $29.2K
|
629
$28.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
591+ 0.84% |
$26.7K - $27.5K
|
70.8K
$3.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
588+ 6.36% |
$26.5K - $27.3K
|
9.83K
$448K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
573+ 1.26% |
$25.9K - $26.6K
|
46.1K
$2.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
567+ 1.81% |
$25.6K - $26.3K
|
31.8K
$1.45M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
536New |
$24.2K - $24.9K
|
536
$24.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
529New |
$23.9K - $24.6K
|
529
$24.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
522+ 5.2% |
$23.6K - $24.2K
|
10.6K
$482K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
515New |
$23.2K - $23.9K
|
515
$23.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
446+ 2.06% |
$20.1K - $20.7K
|
22.1K
$1.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
443+ 1.03% |
$20K - $20.6K
|
43.4K
$1.98M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
431+ 1.82% |
$19.4K - $20K
|
24.2K
$1.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
429New |
$19.4K - $19.9K
|
429
$19.6K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
427+ 1.47% |
$19.3K - $19.8K
|
29.5K
$1.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
393+ 0.4% |
$17.7K - $18.3K
|
98.6K
$4.49M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
364+ 1.89% |
$16.4K - $16.9K
|
19.6K
$894K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
360+ 108.11% |
$16.2K - $16.7K
|
693
$31.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
354+ 3.35% |
$16K - $16.4K
|
10.9K
$498K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
343+ 3.54% |
$15.5K - $15.9K
|
10K
$458K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
296+ 0.98% |
$13.4K - $13.7K
|
30.5K
$1.39M
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
294+ 1.34% |
$13.3K - $13.7K
|
22.3K
$1.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
287+ 2.16% |
$12.9K - $13.3K
|
13.5K
$617K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
278+ 2.3% |
$12.5K - $12.9K
|
12.4K
$564K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
277+ 0.99% |
$12.5K - $12.9K
|
28.3K
$1.29M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
264+ 0.79% |
$11.9K - $12.3K
|
33.6K
$1.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
234+ 3.28% |
$10.6K - $10.9K
|
7.37K
$336K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
222New |
$10K - $10.3K
|
222
$10.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
221+ 2.77% |
$9.97K - $10.3K
|
8.2K
$374K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
194+ 0.77% |
$8.75K - $9.01K
|
25.3K
$1.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
173+ 2.41% |
$7.81K - $8.04K
|
7.36K
$336K
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
164+ 0.57% |
$7.4K - $7.62K
|
28.9K
$1.32M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
158+ 1.43% |
$7.13K - $7.34K
|
11.2K
$510K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
150+ 0.74% |
$6.77K - $6.97K
|
20.4K
$930K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
134New |
$6.05K - $6.22K
|
134
$6.11K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
132New |
$5.96K - $6.13K
|
132
$6.02K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
125+ 0.09% |
$5.64K - $5.81K
|
136K
$6.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
124New |
$5.59K - $5.76K
|
124
$5.65K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
119+ 0.42% |
$5.37K - $5.53K
|
28.7K
$1.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100+ 222.22% |
$4.51K - $4.65K
|
145
$6.61K
|