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 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.9K+ 7.24% |
$688K - $697K
|
191K
$8.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.8K+ 215.28% |
$680K - $690K
|
18.7K
$861K
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.3K+ 25.9% |
$654K - $663K
|
59.8K
$2.75M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
12.2K+ 128.58% |
$649K - $658K
|
21.7K
$997K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
11.9K+ 7.87% |
$635K - $644K
|
164K
$7.52M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.9K+ 261.43% |
$634K - $644K
|
16.5K
$758K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
10.9KNew |
$580K - $588K
|
10.9K
$501K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.7KNew |
$571K - $579K
|
10.7K
$494K
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
10.7K+ 17.46% |
$568K - $576K
|
71.8K
$3.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 4.84% |
$559K - $567K
|
227K
$10.5M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
10.4K+ 24.05% |
$553K - $561K
|
53.6K
$2.47M
|
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
10.2KNew |
$541K - $548K
|
10.2K
$467K
|
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
10.1K+ 4.47% |
$540K - $547K
|
237K
$10.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
10.1K+ 311.04% |
$540K - $547K
|
13.4K
$616K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
9.39KNew |
$500K - $507K
|
9.39K
$432K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.27K+ 65.22% |
$493K - $500K
|
23.5K
$1.08M
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
9.14K+ 52.37% |
$486K - $493K
|
26.6K
$1.22M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.91K+ 12.48% |
$474K - $481K
|
80.3K
$3.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.91K+ 18.91% |
$474K - $481K
|
56K
$2.58M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.91K+ 12.48% |
$474K - $481K
|
80.3K
$3.69M
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
8.9K+ 5.67% |
$473K - $480K
|
166K
$7.62M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
8.85K+ 115.97% |
$471K - $478K
|
16.5K
$758K
|
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
8.31K+ 16.46% |
$442K - $449K
|
58.8K
$2.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
8.1KNew |
$431K - $437K
|
8.1K
$373K
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.88K+ 16.98% |
$419K - $425K
|
54.3K
$2.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.7K+ 56.4% |
$410K - $416K
|
21.4K
$982K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.64K+ 20.51% |
$407K - $413K
|
44.9K
$2.06M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7.45KNew |
$396K - $402K
|
7.45K
$342K
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
7.4K+ 33.63% |
$394K - $399K
|
29.4K
$1.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
7.36KNew |
$392K - $397K
|
7.36K
$338K
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.13KNew |
$379K - $385K
|
7.13K
$328K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
7.06KNew |
$376K - $381K
|
7.06K
$325K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
7.06K+ 7.8% |
$376K - $381K
|
97.6K
$4.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.99KNew |
$372K - $377K
|
6.99K
$322K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.91K+ 23.22% |
$368K - $373K
|
36.7K
$1.69M
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
6.8K+ 1.27% |
$362K - $367K
|
540K
$24.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.77K+ 14.67% |
$360K - $365K
|
52.9K
$2.43M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.67K+ 4.6% |
$355K - $360K
|
152K
$6.98M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.43K+ 45.43% |
$342K - $347K
|
20.6K
$946K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
6.42K+ 0.95% |
$342K - $347K
|
681K
$31.3M
|
|
|
Oct 18, 2021
Q3 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
6.33K+ 1.38% |
$337K - $342K
|
465K
$21.4M
|
|
|
Oct 07, 2021
Q3 2021
|
Vera Bank, N.A.
|
BUY
|
- |
6.09KNew |
$324K - $329K
|
6.09K
$280K
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.85K+ 34.75% |
$311K - $316K
|
22.7K
$1.04M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.69K+ 81.81% |
$303K - $307K
|
12.6K
$581K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
5.6K+ 13.7% |
$298K - $302K
|
46.5K
$2.14M
|
|
|
Nov 03, 2021
Q3 2021
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
5.5KNew |
$293K - $297K
|
5.5K
$253K
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
4.81KNew |
$256K - $259K
|
4.81K
$221K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.7KNew |
$250K - $254K
|
4.7K
$216K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.52K+ 29.38% |
$240K - $244K
|
19.9K
$915K
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.4KNew |
$234K - $237K
|
4.4K
$202K
|