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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
10.5K+ 13.24% |
$460K - $481K
|
90.2K
$4.12M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.1KNew |
$439K - $459K
|
10.1K
$459K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10K+ 67.44% |
$438K - $458K
|
24.9K
$1.14M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.95K+ 0.98% |
$434K - $454K
|
1.02M
$46.6M
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.87K+ 40.08% |
$430K - $450K
|
34.5K
$1.57M
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.81KNew |
$428K - $448K
|
9.81K
$448K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
9.64K+ 77.94% |
$421K - $440K
|
22K
$1M
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
9.13KNew |
$398K - $417K
|
9.13K
$416K
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
8.98KNew |
$392K - $410K
|
8.98K
$410K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
8.68K+ 9.04% |
$378K - $396K
|
105K
$4.77M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
8.61K+ 1.37% |
$375K - $393K
|
636K
$29M
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8.3KNew |
$362K - $379K
|
8.3K
$379K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.94K+ 11.87% |
$346K - $362K
|
74.8K
$3.41M
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
7.89K+ 19.12% |
$344K - $360K
|
49.1K
$2.24M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.69K+ 42.18% |
$336K - $351K
|
25.9K
$1.18M
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
7.65KNew |
$334K - $349K
|
7.65K
$349K
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
BUY
|
- |
7.37K+ 92.21% |
$322K - $336K
|
15.4K
$701K
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.33K+ 27.29% |
$320K - $334K
|
34.2K
$1.56M
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.26K+ 9.4% |
$317K - $331K
|
84.5K
$3.86M
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
7.14K+ 6.62% |
$312K - $326K
|
115K
$5.25M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.92K+ 138.3% |
$302K - $316K
|
11.9K
$543K
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.74K+ 7.17% |
$294K - $308K
|
101K
$4.6M
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
6.68KNew |
$291K - $305K
|
6.68K
$305K
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
6.55K+ 0.57% |
$286K - $299K
|
1.15M
$52.3M
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6.38K+ 6.41% |
$278K - $291K
|
106K
$4.83M
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
6.33KNew |
$276K - $289K
|
6.33K
$289K
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.29K+ 2.65% |
$274K - $287K
|
243K
$11.1M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.24KNew |
$272K - $285K
|
6.24K
$284K
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
6.23KNew |
$272K - $284K
|
6.23K
$284K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.22K+ 33.5% |
$271K - $284K
|
24.8K
$1.13M
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
6.19K+ 11.69% |
$270K - $282K
|
59.1K
$2.7M
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.13KNew |
$268K - $280K
|
6.13K
$280K
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
6.09K+ 0.28% |
$266K - $278K
|
2.21M
$101M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.08KNew |
$265K - $278K
|
6.08K
$277K
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.94K+ 6.69% |
$259K - $271K
|
94.7K
$4.32M
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.92KNew |
$258K - $270K
|
5.92K
$270K
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
5.53KNew |
$241K - $252K
|
5.53K
$252K
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
5.51K+ 2.28% |
$240K - $251K
|
247K
$11.3M
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.35K+ 30.93% |
$233K - $244K
|
22.6K
$1.03M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.29KNew |
$231K - $241K
|
5.29K
$241K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.29K+ 61.48% |
$231K - $241K
|
13.9K
$633K
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
5.23K+ 1.79% |
$228K - $238K
|
298K
$13.6M
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
5.22KNew |
$228K - $238K
|
5.22K
$238K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.18KNew |
$226K - $236K
|
5.18K
$236K
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.04K+ 23.62% |
$220K - $230K
|
26.4K
$1.2M
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5.04K+ 85.82% |
$220K - $230K
|
10.9K
$497K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
5.03K+ 16.87% |
$219K - $229K
|
34.8K
$1.59M
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.02KNew |
$219K - $229K
|
5.02K
$229K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.88K+ 26.33% |
$213K - $222K
|
23.4K
$1.07M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.85K+ 29.32% |
$212K - $221K
|
21.4K
$976K
|