Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
42.5K+ 85.69% |
$2.26M - $2.3M
|
92.2K
$4.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
40.9K+ 29.22% |
$2.18M - $2.21M
|
181K
$8.24M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.4K+ 15.89% |
$2.1M - $2.13M
|
287K
$13.1M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.5K+ 6.08% |
$2.05M - $2.08M
|
672K
$30.6M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
38.3K+ 14.05% |
$2.04M - $2.07M
|
311K
$14.2M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
36.8KNew |
$1.96M - $1.99M
|
36.8K
$1.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
36.7K+ 44.23% |
$1.95M - $1.98M
|
120K
$5.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
35K+ 62.0% |
$1.86M - $1.89M
|
91.3K
$4.16M
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
34.8K+ 4.68% |
$1.85M - $1.88M
|
778K
$35.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
33.7K+ 7.57% |
$1.79M - $1.82M
|
479K
$21.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
33KNew |
$1.75M - $1.78M
|
33K
$1.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
32.9K+ 38.43% |
$1.75M - $1.78M
|
119K
$5.4M
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
32.5K+ 48.2% |
$1.73M - $1.75M
|
100K
$4.56M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.3K+ 3.9% |
$1.67M - $1.69M
|
834K
$38M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30.6K+ 3934.11% |
$1.63M - $1.65M
|
31.3K
$1.43M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
29.2K+ 81.51% |
$1.55M - $1.57M
|
65K
$2.96M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.3K+ 49.13% |
$1.51M - $1.53M
|
85.9K
$3.92M
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
27.7K+ 63.46% |
$1.47M - $1.5M
|
71.4K
$3.25M
|
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
27.7KNew |
$1.47M - $1.49M
|
27.7K
$1.26M
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
27.3K+ 27.14% |
$1.45M - $1.47M
|
128K
$5.82M
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
26.6KNew |
$1.42M - $1.44M
|
26.6K
$1.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
25.6K+ 9.26% |
$1.36M - $1.38M
|
302K
$13.8M
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
25.3K+ 15.62% |
$1.35M - $1.36M
|
187K
$8.53M
|
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
24.8K+ 17.06% |
$1.32M - $1.34M
|
170K
$7.77M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
24.4K+ 11.39% |
$1.3M - $1.32M
|
238K
$10.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
24.3K+ 21.82% |
$1.29M - $1.31M
|
136K
$6.19M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
23.8K+ 6.52% |
$1.26M - $1.28M
|
388K
$17.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
22.4KNew |
$1.19M - $1.21M
|
22.4K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.1K+ 8.5% |
$1.12M - $1.14M
|
269K
$12.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
20.6KNew |
$1.1M - $1.11M
|
20.6K
$939K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.6K+ 42.45% |
$1.09M - $1.11M
|
69K
$3.14M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.2K+ 2.01% |
$1.07M - $1.09M
|
1.02M
$46.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
BUY
|
- |
19.8K+ 10.8% |
$1.05M - $1.07M
|
203K
$9.24M
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.9K+ 46.09% |
$1.01M - $1.02M
|
59.9K
$2.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
18.3KNew |
$975K - $989K
|
18.3K
$835K
|
|
|
Oct 12, 2021
Q3 2021
|
Ota Financial Group L.P.
|
BUY
|
- |
17.8K+ 135.47% |
$945K - $958K
|
30.9K
$1.41M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
17.3K+ 75.23% |
$920K - $933K
|
40.3K
$1.84M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.5K+ 18.05% |
$878K - $891K
|
108K
$4.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
16.2K+ 3.05% |
$864K - $877K
|
549K
$25M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
15.5K+ 84.52% |
$824K - $836K
|
33.8K
$1.54M
|
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
15.3K+ 3.87% |
$817K - $828K
|
412K
$18.8M
|
|
|
Oct 20, 2021
Q3 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
15.1K+ 5.99% |
$805K - $816K
|
268K
$12.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.9K+ 31.93% |
$795K - $807K
|
61.8K
$2.81M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14.9K+ 61.97% |
$791K - $803K
|
38.9K
$1.77M
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14.5K+ 59.67% |
$774K - $785K
|
38.9K
$1.77M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
14.1KNew |
$749K - $759K
|
14.1K
$641K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.9K+ 79.12% |
$737K - $748K
|
31.4K
$1.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.8KNew |
$732K - $742K
|
13.8K
$627K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
13.1K+ 10.17% |
$697K - $707K
|
142K
$6.47M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
13.1K+ 26.18% |
$696K - $706K
|
63K
$2.87M
|