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 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
1.7K+ 6.09% |
$90.4K - $91.7K
|
29.6K
$1.35M
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.68K+ 3.89% |
$89.3K - $90.6K
|
44.8K
$2.04M
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.62K+ 1.49% |
$86.4K - $87.6K
|
111K
$5.05M
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.48K+ 16.28% |
$78.9K - $80K
|
10.6K
$483K
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.45K+ 2.54% |
$77.1K - $78.2K
|
58.4K
$2.66M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.39K+ 42.46% |
$74.2K - $75.2K
|
4.68K
$213K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.38K+ 28.11% |
$73.5K - $74.5K
|
6.29K
$287K
|
|
Oct 29, 2021
Q3 2021
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
1.38K+ 23.14% |
$73.3K - $74.4K
|
7.33K
$334K
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
1.34K+ 9.11% |
$71.5K - $72.5K
|
16.1K
$734K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.21K+ 30.42% |
$64.1K - $65K
|
5.17K
$235K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.13K+ 1.6% |
$60.3K - $61.2K
|
71.8K
$3.27M
|
|
Nov 15, 2021
Q3 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.07K+ 9.13% |
$56.9K - $57.7K
|
12.8K
$583K
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
BUY
|
- |
1.05K+ 12.83% |
$55.6K - $56.4K
|
9.19K
$419K
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1K+ 3.75% |
$53.3K - $54.1K
|
27.7K
$1.26M
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
978+ 8.45% |
$52K - $52.8K
|
12.5K
$572K
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
950+ 0.48% |
$50.5K - $51.3K
|
201K
$9.14M
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
912+ 9.36% |
$48.5K - $49.2K
|
10.7K
$486K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
894+ 5.09% |
$47.6K - $48.2K
|
18.4K
$841K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
884+ 15.17% |
$47K - $47.7K
|
6.71K
$306K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
878New |
$46.7K - $47.4K
|
878
$40K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
872+ 3.57% |
$46.4K - $47.1K
|
25.3K
$1.15M
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
853New |
$45.4K - $46K
|
853
$38.9K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
841+ 102.06% |
$44.7K - $45.4K
|
1.67K
$75.9K
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
836+ 1.56% |
$44.5K - $45.1K
|
54.6K
$2.49M
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
834+ 4.42% |
$44.4K - $45K
|
19.7K
$898K
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
830+ 10.54% |
$44.2K - $44.8K
|
8.7K
$397K
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
819+ 10.89% |
$43.6K - $44.2K
|
8.34K
$380K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
749+ 43.29% |
$39.9K - $40.4K
|
2.48K
$113K
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
699+ 0.33% |
$37.2K - $37.7K
|
209K
$9.55M
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
638New |
$33.9K - $34.4K
|
638
$29.1K
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
BUY
|
- |
623+ 8.12% |
$33.1K - $33.6K
|
8.29K
$378K
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
595New |
$31.7K - $32.1K
|
595
$27.1K
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
595+ 2.34% |
$31.7K - $32.1K
|
26K
$1.18M
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
586+ 10.52% |
$31.2K - $31.6K
|
6.16K
$281K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
558+ 97.21% |
$29.7K - $30.1K
|
1.13K
$51.6K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
539+ 8.34% |
$28.7K - $29.1K
|
7K
$319K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
493New |
$26.2K - $26.6K
|
493
$22.5K
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
459+ 3.89% |
$24.4K - $24.8K
|
12.2K
$558K
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
459+ 3.89% |
$24.4K - $24.8K
|
12.2K
$558K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
455+ 35.27% |
$24.2K - $24.6K
|
1.75K
$79.5K
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
426New |
$22.7K - $23K
|
426
$19.4K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
414+ 31.48% |
$22K - $22.3K
|
1.73K
$78.8K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
398+ 0.18% |
$21.2K - $21.5K
|
224K
$10.2M
|
|
Nov 10, 2021
Q3 2021
|
Palladiem, LLC
|
BUY
|
- |
345+ 0.34% |
$18.4K - $18.6K
|
101K
$4.61M
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
307New |
$16.3K - $16.6K
|
307
$14K
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
287+ 3.3% |
$15.3K - $15.5K
|
8.99K
$410K
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
286+ 6.76% |
$15.2K - $15.4K
|
4.52K
$206K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
250New |
$13.3K - $13.5K
|
250
$11.4K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
250+ 3.75% |
$13.3K - $13.5K
|
6.91K
$315K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
234+ 3.64% |
$12.5K - $12.6K
|
6.66K
$304K
|