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
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.61K- 29.95% |
$118K - $121K
|
6.1K
$278K
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
SELL
|
- |
-2.7K- 3.03% |
$122K - $125K
|
86.1K
$3.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.76K- 15.65% |
$125K - $128K
|
14.9K
$678K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.77K- 5.42% |
$125K - $129K
|
48.4K
$2.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.01K- 2.72% |
$136K - $140K
|
108K
$4.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.11K- 3.39% |
$140K - $145K
|
88.8K
$4.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.23K- 6.5% |
$146K - $150K
|
46.5K
$2.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.32K- 34.84% |
$150K - $154K
|
6.21K
$283K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.33K- 45.22% |
$150K - $155K
|
4.04K
$184K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-3.55K- 0.16% |
$160K - $165K
|
2.2M
$100M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.63K- 17.33% |
$164K - $168K
|
17.3K
$788K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.78K- 38.59% |
$170K - $175K
|
6.01K
$274K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.2K- 0.88% |
$189K - $195K
|
471K
$21.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-4.61K- 30.54% |
$208K - $214K
|
10.5K
$478K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.71K- 44.37% |
$213K - $219K
|
5.91K
$269K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.82K- 5.03% |
$217K - $224K
|
91K
$4.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.87K- 1.78% |
$220K - $226K
|
269K
$12.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-4.88K- 18.2% |
$220K - $227K
|
21.9K
$1M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.12K- 13.5% |
$231K - $238K
|
32.8K
$1.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.16K- 47.88% |
$233K - $240K
|
5.62K
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-5.18K- 2.6% |
$233K - $240K
|
194K
$8.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.95K- 12.21% |
$268K - $276K
|
42.8K
$1.95M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-6.08K- 8.7% |
$274K - $282K
|
63.8K
$2.91M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.2K- 0.09% |
$280K - $288K
|
6.59M
$301M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-6.47K- 1.44% |
$292K - $300K
|
443K
$20.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-6.6K- 32.91% |
$298K - $306K
|
13.4K
$613K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-6.88K- 13.68% |
$310K - $319K
|
43.4K
$1.98M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-7.23K- 43.5% |
$326K - $336K
|
9.39K
$428K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7.55K- 18.46% |
$341K - $351K
|
33.3K
$1.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-7.81K- 22.21% |
$352K - $363K
|
27.3K
$1.25M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-7.96K- 50.65% |
$359K - $370K
|
7.75K
$353K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-8.23K- 43.03% |
$371K - $382K
|
10.9K
$496K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-8.93K- 24.95% |
$403K - $415K
|
26.9K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-8.93K- 2.72% |
$403K - $415K
|
319K
$14.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-9.28K- 1.51% |
$419K - $431K
|
605K
$27.6M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.74K- 0.07% |
$439K - $452K
|
13.3M
$605M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10K- 31.71% |
$453K - $466K
|
21.6K
$986K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-10.7K- 2.7% |
$484K - $499K
|
387K
$17.6M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-12K- 31.42% |
$539K - $555K
|
26.1K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-12.1K- 6.39% |
$544K - $560K
|
177K
$8.05M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.1K- 34.4% |
$548K - $564K
|
23.2K
$1.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-13.3K- 19.34% |
$599K - $617K
|
55.4K
$2.52M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-14.8K- 4.33% |
$666K - $686K
|
327K
$14.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-15.6K- 14.03% |
$704K - $724K
|
95.6K
$4.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-17.8K- 43.62% |
$805K - $829K
|
23.1K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-18.5K- 84.93% |
$834K - $859K
|
3.28K
$150K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-18.8K- 3.46% |
$846K - $871K
|
523K
$23.8M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-19K- 79.23% |
$859K - $885K
|
4.99K
$228K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-19.1K- 48.28% |
$861K - $886K
|
20.4K
$932K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20.8K- 8.27% |
$939K - $967K
|
231K
$10.5M
|