Purchases and Sales Made in Q2 2025 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 2025. 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 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.75M+ 1276.8% |
$79M - $81M
|
1.89M
$87.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
468K+ 23.13% |
$21.1M - $21.6M
|
2.49M
$115M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
289K+ 16.0% |
$13.1M - $13.4M
|
2.1M
$97M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
266K+ 72.81% |
$12M - $12.3M
|
632K
$29.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
248K+ 17.1% |
$11.2M - $11.5M
|
1.7M
$78.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
237KNew |
$10.7M - $10.9M
|
237K
$11M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
234K+ 35.07% |
$10.6M - $10.8M
|
902K
$41.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
198K+ 61.87% |
$8.92M - $9.14M
|
517K
$23.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
196K+ 77.0% |
$8.85M - $9.07M
|
451K
$20.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
192K+ 20.5% |
$8.67M - $8.89M
|
1.13M
$52.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
179KNew |
$8.1M - $8.3M
|
179K
$8.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
168KNew |
$7.57M - $7.75M
|
168K
$7.76M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
149KNew |
$6.74M - $6.9M
|
149K
$6.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
140K+ 888.8% |
$6.3M - $6.46M
|
155K
$7.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
126K+ 26.64% |
$5.67M - $5.81M
|
597K
$27.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
126K+ 18.63% |
$5.67M - $5.8M
|
800K
$37M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
101K+ 15.64% |
$4.58M - $4.69M
|
750K
$34.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
96.4K+ 12.56% |
$4.35M - $4.46M
|
864K
$40M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
91.8K+ 159.32% |
$4.14M - $4.24M
|
149K
$6.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
82.5K+ 5.82% |
$3.72M - $3.81M
|
1.5M
$69.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
72.8K+ 7.5% |
$3.29M - $3.37M
|
1.04M
$48.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
64.6K+ 8.77% |
$2.91M - $2.99M
|
801K
$37.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
60.7K+ 55.77% |
$2.74M - $2.8M
|
169K
$7.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
59.5K+ 5.21% |
$2.69M - $2.75M
|
1.2M
$55.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
49.7K+ 7.27% |
$2.24M - $2.3M
|
733K
$33.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
34.7K+ 94.95% |
$1.56M - $1.6M
|
71.2K
$3.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
34.6KNew |
$1.56M - $1.6M
|
34.6K
$1.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
33.3K+ 16.63% |
$1.5M - $1.54M
|
234K
$10.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
31.4K+ 73.52% |
$1.41M - $1.45M
|
74K
$3.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
30.1KNew |
$1.36M - $1.39M
|
30.1K
$1.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
29K+ 208.09% |
$1.31M - $1.34M
|
42.9K
$1.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
28.7K+ 2.95% |
$1.3M - $1.33M
|
1M
$46.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
28.5K+ 5.21% |
$1.28M - $1.32M
|
575K
$26.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28.3K+ 0.69% |
$1.28M - $1.31M
|
4.12M
$191M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
27.7K+ 0.94% |
$1.25M - $1.28M
|
2.98M
$138M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
27KNew |
$1.22M - $1.25M
|
27K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
21.5KNew |
$970K - $994K
|
21.5K
$995K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
18.4KNew |
$832K - $852K
|
18.4K
$853K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
18.3K+ 18.67% |
$825K - $845K
|
116K
$5.38M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17.1K+ 6.51% |
$770K - $789K
|
279K
$12.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.9K+ 334.05% |
$761K - $780K
|
21.9K
$1.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16.7K+ 2.86% |
$754K - $773K
|
601K
$27.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
16.4K+ 2.24% |
$739K - $757K
|
747K
$34.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
16K+ 25.76% |
$722K - $740K
|
78.1K
$3.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
15.4KNew |
$694K - $711K
|
15.4K
$711K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
14.8K+ 1.68% |
$668K - $684K
|
896K
$41.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
13.6KNew |
$613K - $628K
|
13.6K
$628K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
13.4KNew |
$603K - $618K
|
13.4K
$618K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
13.3K+ 44.05% |
$598K - $613K
|
43.3K
$2M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
12.3K+ 109.57% |
$553K - $566K
|
23.4K
$1.08M
|