Purchases and Sales Made in Q3 2023 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 2023. 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 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-41.4K- 9.35% |
$1.81M - $1.89M
|
402K
$18.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-44.2K- 13.41% |
$1.93M - $2.02M
|
285K
$13M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-55.9K- 67.05% |
$2.44M - $2.55M
|
27.5K
$1.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-57.6K- 10.03% |
$2.51M - $2.63M
|
517K
$23.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-64.6K- 26.87% |
$2.82M - $2.95M
|
176K
$8.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-68.3K- 15.24% |
$2.98M - $3.12M
|
380K
$17.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-69.2K- 13.25% |
$3.02M - $3.16M
|
453K
$20.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-72.9K- 42.31% |
$3.18M - $3.33M
|
99.4K
$4.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-84.4K- 30.39% |
$3.68M - $3.85M
|
193K
$8.81M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-90K- 94.02% |
$3.93M - $4.11M
|
5.73K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-90.1K- 13.7% |
$3.93M - $4.11M
|
567K
$25.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-90.4K- 65.57% |
$3.94M - $4.13M
|
47.5K
$2.16M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-90.7K- 8.32% |
$3.96M - $4.14M
|
999K
$45.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-93.7K- 12.08% |
$4.09M - $4.28M
|
682K
$31.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-98.3K- 45.06% |
$4.29M - $4.49M
|
120K
$5.46M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-104K- 22.94% |
$4.54M - $4.75M
|
350K
$16M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-117K- 88.51% |
$5.09M - $5.33M
|
15.2K
$691K
|
|
|
Oct 27, 2023
Q3 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-119K- 20.65% |
$5.18M - $5.42M
|
457K
$20.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-119K- 7.09% |
$5.21M - $5.45M
|
1.56M
$71.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-128K- 20.89% |
$5.58M - $5.83M
|
484K
$22.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-131K- 17.73% |
$5.72M - $5.98M
|
608K
$27.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-136K- 7.97% |
$5.94M - $6.21M
|
1.57M
$71.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-137K- 74.51% |
$5.98M - $6.26M
|
46.9K
$2.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-141K- 6.07% |
$6.15M - $6.43M
|
2.18M
$99.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-142K- 50.74% |
$6.19M - $6.48M
|
138K
$6.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-157K- 5.75% |
$6.85M - $7.17M
|
2.57M
$117M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-159K- 18.51% |
$6.95M - $7.27M
|
701K
$32M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-166K- 8.05% |
$7.26M - $7.59M
|
1.9M
$86.6M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-182K- 93.87% |
$7.95M - $8.32M
|
11.9K
$543K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-217K- 3.29% |
$9.47M - $9.91M
|
6.38M
$291M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-283K- 35.93% |
$12.3M - $12.9M
|
504K
$23M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-326K- 24.97% |
$14.2M - $14.9M
|
980K
$44.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-352K- 30.38% |
$15.3M - $16.1M
|
806K
$36.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-361K- 97.69% |
$15.7M - $16.5M
|
8.53K
$389K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-368K- 6.18% |
$16M - $16.8M
|
5.59M
$255M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-512K- 11.9% |
$22.3M - $23.4M
|
3.79M
$173M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-517K- 3.66% |
$22.6M - $23.6M
|
13.6M
$620M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-576K- 95.15% |
$25.1M - $26.3M
|
29.3K
$1.34M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-687K- 3.25% |
$30M - $31.4M
|
20.5M
$934M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-701K- 71.52% |
$30.6M - $32M
|
279K
$12.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-819K- 8.45% |
$35.7M - $37.4M
|
8.88M
$405M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.33M- 51.8% |
$58M - $60.7M
|
1.24M
$56.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.35M- 5.37% |
$59.1M - $61.8M
|
23.9M
$1.09B
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.31M- 7.03% |
$188M - $197M
|
57M
$2.6B
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.8M- 18.86% |
$1.08B - $1.13B
|
107M
$4.86B
|