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 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
275+ 30.22% |
$12.4K - $12.7K
|
1.19K
$55.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
264New |
$11.9K - $12.2K
|
264
$12.4K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
263New |
$11.9K - $12.2K
|
263
$12.4K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
257New |
$11.6K - $11.9K
|
257
$12.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
239+ 1.17% |
$10.8K - $11K
|
20.7K
$974K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
220New |
$9.93K - $10.2K
|
220
$10.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
218+ 1.14% |
$9.84K - $10.1K
|
19.3K
$907K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
196+ 2.09% |
$8.84K - $9.06K
|
9.56K
$450K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
184New |
$8.3K - $8.51K
|
184
$8.65K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
172+ 0.27% |
$7.76K - $7.95K
|
63.8K
$3M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
167New |
$7.54K - $7.72K
|
167
$7.85K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
164New |
$7.4K - $7.58K
|
164
$7.71K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
151+ 17.08% |
$6.81K - $6.98K
|
1.04K
$48.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
150+ 2.12% |
$6.77K - $6.93K
|
7.23K
$340K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
110+ 2.1% |
$4.96K - $5.09K
|
5.35K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
101+ 0.84% |
$4.56K - $4.67K
|
12.1K
$570K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
100+ 0.2% |
$4.51K - $4.62K
|
49.4K
$2.32M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
87+ 2.65% |
$3.93K - $4.02K
|
3.37K
$158K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
85+ 2.23% |
$3.84K - $3.93K
|
3.9K
$184K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
76+ 0.03% |
$3.43K - $3.51K
|
287K
$13.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
62+ 0.03% |
$2.8K - $2.87K
|
188K
$8.85M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
60+ 0.09% |
$2.71K - $2.77K
|
65.9K
$3.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
57New |
$2.57K - $2.64K
|
57
$2.68K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
56+ 0.82% |
$2.53K - $2.59K
|
6.9K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
55New |
$2.48K - $2.54K
|
55
$2.59K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
48+ 0.2% |
$2.17K - $2.22K
|
24.6K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
48+ 0.19% |
$2.17K - $2.22K
|
25.5K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
41+ 0.68% |
$1.85K - $1.9K
|
6.05K
$285K
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
30+ 0.24% |
$1.35K - $1.39K
|
12.6K
$593K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
30+ 0.67% |
$1.35K - $1.39K
|
4.52K
$212K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
30+ 0.49% |
$1.35K - $1.39K
|
6.15K
$289K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
22+ 0.56% |
$993 - $1.02K
|
3.96K
$186K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
22+ 0.13% |
$993 - $1.02K
|
16.9K
$794K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
22+ 0.1% |
$993 - $1.02K
|
22.2K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
16+ 0.12% |
$722 - $740
|
13.9K
$655K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
14New |
$632 - $647
|
14
$658
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11+ 1.07% |
$496 - $509
|
1.04K
$49K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
10New |
$451 - $462
|
10
$470
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2+ 0.63% |
$90.2 - $92.5
|
317
$14.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 1.21% |
$90.2 - $92.5
|
167
$7.85K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.99% |
$90.2 - $92.5
|
205
$9.64K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.03% |
$90.2 - $92.5
|
5.92K
$279K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.33% |
$45.1 - $46.2
|
44
$2.07K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.11% |
$45.1 - $46.2
|
91
$4.28K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1New |
$45.1 - $46.2
|
1
$47
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7- 0.05% |
$316 - $324
|
14.2K
$669K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-10- 0.16% |
$451 - $462
|
6.05K
$285K
|