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
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.03K- 0.99% |
$54.7K - $55.5K
|
103K
$4.74M
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.24KClosed |
$66.1K - $67K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.26K- 9.54% |
$66.9K - $67.9K
|
11.9K
$549K
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.26K- 11.93% |
$67K - $67.9K
|
9.29K
$427K
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.37K- 14.2% |
$72.6K - $73.7K
|
8.25K
$379K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.37K- 10.53% |
$72.8K - $73.9K
|
11.6K
$535K
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.41K- 5.6% |
$75K - $76K
|
23.8K
$1.09M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.41K- 23.98% |
$75.2K - $76.3K
|
4.48K
$206K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.6K- 6.55% |
$85.2K - $86.4K
|
22.8K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.66K- 16.76% |
$88.1K - $89.3K
|
8.22K
$378K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.68K- 1.47% |
$89.6K - $90.8K
|
113K
$5.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.82K- 13.18% |
$96.7K - $98.1K
|
12K
$551K
|
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.39K- 11.53% |
$127K - $129K
|
18.4K
$844K
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.52K- 12.26% |
$134K - $136K
|
18K
$828K
|
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-3.23K- 24.12% |
$172K - $174K
|
10.2K
$467K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.27K- 1.78% |
$174K - $177K
|
180K
$8.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.31K- 27.97% |
$176K - $178K
|
8.51K
$391K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.39K- 28.09% |
$180K - $183K
|
8.68K
$399K
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.53K- 16.41% |
$188K - $190K
|
18K
$826K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.95K- 19.64% |
$210K - $213K
|
16.2K
$743K
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.08K- 5.82% |
$217K - $220K
|
66K
$3.03M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.21K- 4.75% |
$224K - $227K
|
84.4K
$3.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.4K- 2.85% |
$234K - $237K
|
150K
$6.89M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.93K- 20.23% |
$262K - $266K
|
19.4K
$894K
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
SELL
|
- |
-5.81KClosed |
$309K - $314K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.86K- 11.53% |
$312K - $316K
|
45K
$2.07M
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-6.4K- 36.66% |
$341K - $346K
|
11.1K
$509K
|
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-6.87K- 31.7% |
$365K - $371K
|
14.8K
$680K
|
|
|
Oct 15, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-7.12K- 9.11% |
$379K - $384K
|
71K
$3.26M
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.26K- 48.18% |
$440K - $446K
|
8.89K
$409K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-8.29K- 58.03% |
$441K - $447K
|
5.99K
$276K
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-9.15KClosed |
$487K - $494K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.69K- 10.19% |
$516K - $523K
|
85.4K
$3.93M
|
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-9.78K- 10.27% |
$520K - $528K
|
85.5K
$3.93M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.97KClosed |
$531K - $538K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-10.6KClosed |
$562K - $570K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-11.1K- 3.59% |
$593K - $601K
|
299K
$13.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-11.8K- 15.87% |
$626K - $635K
|
62.4K
$2.87M
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-12.2KClosed |
$647K - $656K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-13.2K- 5.13% |
$703K - $713K
|
244K
$11.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-15.3K- 5.33% |
$815K - $826K
|
272K
$12.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-16.7K- 16.54% |
$891K - $903K
|
84.4K
$3.88M
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-17.4K- 23.49% |
$924K - $938K
|
56.6K
$2.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.1KClosed |
$1.02M - $1.03M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-19.3KClosed |
$1.03M - $1.04M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-19.8K- 4.56% |
$1.05M - $1.07M
|
414K
$19M
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
SELL
|
- |
-20.5K- 10.61% |
$1.09M - $1.1M
|
172K
$7.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-25.8K- 40.2% |
$1.37M - $1.39M
|
38.4K
$1.76M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-27.1K- 41.67% |
$1.44M - $1.46M
|
37.9K
$1.74M
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-27.5K- 59.71% |
$1.46M - $1.48M
|
18.5K
$853K
|