Purchases and Sales Made in Q3 2022 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 2022. 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 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
61.6K+ 187.88% |
$2.72M - $2.96M
|
94.4K
$4.26M
|
|
Nov 01, 2022
Q3 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
59.6KNew |
$2.63M - $2.86M
|
59.6K
$2.69M
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
57K+ 22.96% |
$2.51M - $2.74M
|
305K
$13.8M
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
56.7K+ 7.63% |
$2.5M - $2.72M
|
800K
$36.2M
|
|
Nov 14, 2022
Q3 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
54.6K+ 410.31% |
$2.41M - $2.62M
|
68K
$3.07M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
51.7KNew |
$2.28M - $2.48M
|
51.7K
$2.34M
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
BUY
|
- |
51KNew |
$2.25M - $2.45M
|
51K
$2.31M
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
49.7K+ 99486.0% |
$2.19M - $2.39M
|
49.8K
$2.25M
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
45.4K+ 228.44% |
$2M - $2.18M
|
65.3K
$2.95M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
44.7K+ 19.64% |
$1.97M - $2.15M
|
272K
$12.3M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
44.1K+ 19.52% |
$1.94M - $2.12M
|
270K
$12.2M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
41.9K+ 19.28% |
$1.85M - $2.01M
|
259K
$11.7M
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
41.5K+ 78.89% |
$1.83M - $1.99M
|
94.2K
$4.26M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
41.5K+ 1.38% |
$1.83M - $1.99M
|
3.04M
$137M
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
41.3K+ 8.96% |
$1.82M - $1.98M
|
502K
$22.7M
|
|
Nov 14, 2022
Q3 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
41.1K+ 3.54% |
$1.81M - $1.97M
|
1.2M
$54.4M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40.1K+ 19.61% |
$1.77M - $1.93M
|
245K
$11.1M
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
39.5KNew |
$1.74M - $1.9M
|
39.5K
$1.79M
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
39.4K+ 5.14% |
$1.74M - $1.89M
|
804K
$36.4M
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
38.5KNew |
$1.7M - $1.85M
|
38.5K
$1.74M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38.4K+ 26.02% |
$1.7M - $1.85M
|
186K
$8.41M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
37.5K+ 39.93% |
$1.65M - $1.8M
|
131K
$5.94M
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
37.2K+ 8.85% |
$1.64M - $1.78M
|
457K
$20.7M
|
|
Oct 24, 2022
Q3 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
37K+ 3.37% |
$1.63M - $1.78M
|
1.14M
$51.4M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
36.1KNew |
$1.59M - $1.74M
|
36.1K
$1.63M
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
34.6K+ 19.71% |
$1.52M - $1.66M
|
210K
$9.49M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
34.3K+ 36.58% |
$1.51M - $1.64M
|
128K
$5.78M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
32.8KNew |
$1.45M - $1.57M
|
32.8K
$1.48M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31.8KNew |
$1.4M - $1.53M
|
31.8K
$1.44M
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
31.6K+ 9.85% |
$1.39M - $1.52M
|
352K
$15.9M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
31.2KNew |
$1.37M - $1.5M
|
31.2K
$1.41M
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
30.4K+ 466.85% |
$1.34M - $1.46M
|
36.9K
$1.67M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
30.1K+ 89.73% |
$1.33M - $1.44M
|
63.6K
$2.87M
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
BUY
|
- |
29.8K+ 45.53% |
$1.31M - $1.43M
|
95.3K
$4.31M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
29.6K+ 23.56% |
$1.3M - $1.42M
|
155K
$7.01M
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
28.9KNew |
$1.27M - $1.39M
|
28.9K
$1.31M
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
28.6K+ 535.13% |
$1.26M - $1.37M
|
33.9K
$1.53M
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
28.4K+ 10.4% |
$1.25M - $1.36M
|
301K
$13.6M
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
27KNew |
$1.19M - $1.3M
|
27K
$1.22M
|
|
Nov 07, 2022
Q3 2022
|
Davidson Investment Advisors
|
BUY
|
- |
26KNew |
$1.14M - $1.25M
|
26K
$1.17M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
24.2K+ 2.37% |
$1.07M - $1.16M
|
1.05M
$47.4M
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
23.8K+ 15.38% |
$1.05M - $1.14M
|
179K
$8.09M
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
23.6KNew |
$1.04M - $1.13M
|
23.6K
$1.07M
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
22.2K+ 25.09% |
$980K - $1.07M
|
111K
$5.01M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.5K+ 2.04% |
$947K - $1.03M
|
1.07M
$48.6M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
20.9K+ 0.33% |
$924K - $1.01M
|
6.35M
$287M
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20.6K+ 95.01% |
$909K - $990K
|
42.3K
$1.91M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
20.1K+ 2.83% |
$887K - $966K
|
730K
$33M
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
19.8K+ 228.53% |
$872K - $949K
|
28.4K
$1.28M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
19.4K+ 32.26% |
$854K - $930K
|
79.4K
$3.59M
|