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 |
---|---|---|---|---|---|---|---|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
4.38K+ 4.73% |
$233K - $236K
|
97K
$4.46M
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.36K+ 9.68% |
$232K - $235K
|
49.4K
$2.27M
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.35K+ 4.88% |
$232K - $235K
|
93.6K
$4.3M
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.31K+ 4.34% |
$229K - $232K
|
104K
$4.76M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.23K+ 17.92% |
$225K - $228K
|
27.8K
$1.28M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.06K+ 7.36% |
$216K - $219K
|
59.2K
$2.72M
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
4.04K+ 8.85% |
$215K - $218K
|
49.7K
$2.29M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.04KNew |
$215K - $218K
|
4.04K
$186K
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.98K+ 21.23% |
$212K - $215K
|
22.7K
$1.04M
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.95K+ 18.14% |
$210K - $213K
|
25.7K
$1.18M
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.93KNew |
$209K - $212K
|
3.93K
$181K
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
3.88K+ 8.15% |
$207K - $210K
|
51.5K
$2.37M
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
BUY
|
- |
3.88KNew |
$207K - $210K
|
3.88K
$178K
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
3.85K+ 3.31% |
$205K - $208K
|
120K
$5.52M
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.77KNew |
$201K - $204K
|
3.77K
$173K
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
BUY
|
- |
3.76KNew |
$200K - $203K
|
3.76K
$173K
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
BUY
|
- |
3.73K+ 22.0% |
$198K - $201K
|
20.7K
$951K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
3.72KNew |
$198K - $201K
|
3.72K
$171K
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.68K+ 93.16% |
$196K - $198K
|
7.62K
$350K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.6K+ 6314.04% |
$192K - $194K
|
3.66K
$168K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.59K+ 5.0% |
$191K - $194K
|
75.3K
$3.46M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.5K+ 19.28% |
$186K - $189K
|
21.6K
$995K
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.47K+ 2.6% |
$185K - $187K
|
137K
$6.29M
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.41K+ 14.73% |
$181K - $184K
|
26.5K
$1.22M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.24K+ 17.01% |
$172K - $175K
|
22.3K
$1.02M
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
3.19K+ 75.36% |
$170K - $172K
|
7.42K
$341K
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.09K+ 3.67% |
$164K - $166K
|
87K
$4M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.98K+ 7.21% |
$158K - $161K
|
44.3K
$2.04M
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.9K+ 4.11% |
$154K - $157K
|
73.5K
$3.38M
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
2.89K+ 20.64% |
$154K - $156K
|
16.9K
$776K
|
|
Nov 05, 2021
Q3 2021
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
2.81K+ 1.55% |
$149K - $152K
|
184K
$8.44M
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.75K+ 38.67% |
$146K - $148K
|
9.86K
$453K
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
BUY
|
- |
2.74K+ 2.21% |
$146K - $148K
|
127K
$5.82M
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
2.67K+ 43.3% |
$142K - $144K
|
8.83K
$406K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
2.66K+ 17.54% |
$141K - $143K
|
17.8K
$819K
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
2.58K+ 6.23% |
$137K - $139K
|
44.1K
$2.03M
|
|
Nov 15, 2021
Q3 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2.55K+ 134.3% |
$136K - $138K
|
4.45K
$204K
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.54K+ 4.61% |
$135K - $137K
|
57.5K
$2.64M
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.46K+ 1893.08% |
$131K - $133K
|
2.59K
$119K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.37K+ 2.2% |
$126K - $128K
|
110K
$5.08M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.31K+ 21.81% |
$123K - $125K
|
12.9K
$593K
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.26K+ 14.81% |
$120K - $122K
|
17.5K
$805K
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.23K+ 12.87% |
$118K - $120K
|
19.5K
$897K
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.02K+ 2.74% |
$107K - $109K
|
75.6K
$3.48M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.98K+ 20.94% |
$105K - $107K
|
11.4K
$525K
|
|
Nov 03, 2021
Q3 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.87K+ 13.48% |
$99.5K - $101K
|
15.7K
$724K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.85K+ 250.47% |
$98.5K - $99.9K
|
2.59K
$119K
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
1.84K+ 6.57% |
$98K - $99.4K
|
29.9K
$1.37M
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.81K+ 12.66% |
$96.1K - $97.5K
|
16.1K
$739K
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
1.79K+ 3.48% |
$95.1K - $96.4K
|
53.2K
$2.44M
|