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 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-449- 6.76% |
$20.3K - $20.9K
|
6.19K
$285K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-476- 4.8% |
$21.5K - $22.1K
|
9.44K
$434K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-481- 0.5% |
$21.7K - $22.3K
|
95.2K
$4.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-489- 8.23% |
$22.1K - $22.7K
|
5.45K
$251K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-504- 3.29% |
$22.7K - $23.4K
|
14.8K
$682K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-504- 3.29% |
$22.7K - $23.4K
|
14.8K
$682K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-516- 9.23% |
$23.3K - $24K
|
5.07K
$233K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-572- 0.16% |
$25.8K - $26.6K
|
359K
$16.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-655- 7.08% |
$29.6K - $30.4K
|
8.59K
$395K
|
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-669- 3.28% |
$30.2K - $31.1K
|
19.7K
$906K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-670- 11.24% |
$30.2K - $31.1K
|
5.29K
$243K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-684- 1.5% |
$30.9K - $31.8K
|
45K
$2.07M
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-744- 0.47% |
$33.6K - $34.6K
|
157K
$7.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-786- 1.46% |
$35.5K - $36.5K
|
53K
$2.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-809- 7.18% |
$36.5K - $37.6K
|
10.5K
$481K
|
|
|
Aug 14, 2023
Q2 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-823- 0.24% |
$37.1K - $38.2K
|
342K
$15.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-876- 2.96% |
$39.5K - $40.7K
|
28.7K
$1.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-916- 12.28% |
$41.3K - $42.5K
|
6.54K
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-921- 15.55% |
$41.6K - $42.8K
|
5K
$230K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1K- 1.26% |
$45.3K - $46.6K
|
78.7K
$3.62M
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.01K- 3.79% |
$45.7K - $47K
|
25.7K
$1.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.07K- 2.96% |
$48.1K - $49.5K
|
35K
$1.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.14K- 5.32% |
$51.3K - $52.8K
|
20.3K
$931K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.15K- 13.97% |
$51.9K - $53.4K
|
7.08K
$326K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.2K- 16.88% |
$54.1K - $55.7K
|
5.91K
$272K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.21K- 16.75% |
$54.8K - $56.4K
|
6.03K
$277K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.36K- 19.8% |
$61.2K - $63K
|
5.49K
$253K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
SELL
|
- |
-1.38K- 2.81% |
$62.3K - $64.1K
|
47.7K
$2.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.46K- 5.8% |
$65.7K - $67.7K
|
23.7K
$1.09M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.49K- 9.89% |
$67.2K - $69.2K
|
13.6K
$624K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.5K- 18.48% |
$67.5K - $69.4K
|
6.59K
$303K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.61K- 90.08% |
$72.6K - $74.7K
|
177
$8.14K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.61K- 90.08% |
$72.6K - $74.7K
|
177
$8.14K
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.66K- 2.63% |
$74.9K - $77.1K
|
61.4K
$2.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.66K- 5.45% |
$74.9K - $77.1K
|
28.8K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.69K- 0.23% |
$76.2K - $78.5K
|
719K
$33M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.7K- 9.8% |
$76.6K - $78.8K
|
15.6K
$718K
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-1.82K- 0.35% |
$82.1K - $84.5K
|
512K
$23.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.83K- 8.0% |
$82.5K - $84.9K
|
21K
$967K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.83K- 6.83% |
$82.6K - $85K
|
25K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.84K- 99.89% |
$82.8K - $85.2K
|
2
$92
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.84K- 6.99% |
$82.8K - $85.3K
|
24.4K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.85K- 1.28% |
$83.7K - $86.1K
|
142K
$6.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.86K- 56.49% |
$84K - $86.5K
|
1.43K
$65.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.93K- 2.73% |
$87.3K - $89.8K
|
68.8K
$3.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.98K- 0.23% |
$89.2K - $91.8K
|
861K
$39.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.01K- 29.56% |
$90.7K - $93.4K
|
4.79K
$220K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.16K- 21.15% |
$97.2K - $100K
|
8.03K
$369K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.27K- 10.08% |
$102K - $105K
|
20.2K
$929K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.29K- 15.89% |
$103K - $106K
|
12.1K
$557K
|