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 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.12KNew |
$48.9K - $51.2K
|
1.12K
$51.1K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.09KNew |
$47.4K - $49.6K
|
1.09K
$49.5K
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
1.06K+ 3.88% |
$46.2K - $48.4K
|
28.4K
$1.29M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.05K+ 14.29% |
$45.9K - $48K
|
8.41K
$384K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.05K+ 9.4% |
$45.9K - $48K
|
12.2K
$558K
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.05K+ 0.94% |
$45.7K - $47.8K
|
113K
$5.15M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.04K+ 102.26% |
$45.3K - $47.4K
|
2.06K
$93.7K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.03K+ 103100.0% |
$45K - $47.1K
|
1.03K
$47K
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
915+ 0.91% |
$39.9K - $41.8K
|
102K
$4.65M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
899New |
$39.2K - $41K
|
899
$41K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
848New |
$37K - $38.7K
|
848
$38.7K
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
834+ 3.05% |
$36.4K - $38.1K
|
28.1K
$1.28M
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
821New |
$35.8K - $37.5K
|
821
$37.4K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
774+ 10.51% |
$33.8K - $35.3K
|
8.14K
$371K
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
765+ 3.75% |
$33.4K - $34.9K
|
21.2K
$965K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
762+ 1.58% |
$33.2K - $34.8K
|
49.1K
$2.24M
|
|
Oct 16, 2023
Q3 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
706+ 0.5% |
$30.8K - $32.2K
|
142K
$6.46M
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
698+ 3.53% |
$30.4K - $31.9K
|
20.5K
$933K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
644+ 9.77% |
$28.1K - $29.4K
|
7.24K
$330K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
552+ 0.16% |
$24.1K - $25.2K
|
343K
$15.6M
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
520+ 3.51% |
$22.7K - $23.7K
|
15.4K
$700K
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
478+ 2.73% |
$20.9K - $21.8K
|
18K
$819K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
474New |
$20.7K - $21.6K
|
474
$21.6K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
473+ 5.89% |
$20.6K - $21.6K
|
8.51K
$388K
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
470+ 8.37% |
$20.5K - $21.5K
|
6.09K
$278K
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
444+ 1.4% |
$19.4K - $20.3K
|
32.1K
$1.46M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
442+ 2.75% |
$19.3K - $20.2K
|
16.5K
$752K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
426New |
$18.6K - $19.4K
|
426
$19.4K
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
420+ 3.43% |
$18.3K - $19.2K
|
12.7K
$577K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
408+ 1.22% |
$17.8K - $18.6K
|
33.7K
$1.54M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
366+ 0.42% |
$16K - $16.7K
|
87.2K
$3.97M
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
BUY
|
- |
350+ 1.01% |
$15.3K - $16K
|
35.1K
$1.6M
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
330New |
$14.4K - $15.1K
|
330
$15K
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
324+ 6.39% |
$14.1K - $14.8K
|
5.4K
$246K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
318+ 15.07% |
$13.9K - $14.5K
|
2.43K
$111K
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
264+ 4.84% |
$11.5K - $12K
|
5.72K
$261K
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
237New |
$10.3K - $10.8K
|
237
$10.8K
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
211+ 2.1% |
$9.2K - $9.63K
|
10.3K
$468K
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
204+ 0.81% |
$8.9K - $9.31K
|
25.5K
$1.16M
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
200New |
$8.72K - $9.13K
|
200
$9.12K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
184New |
$8.03K - $8.4K
|
184
$8.39K
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
179+ 1.48% |
$7.81K - $8.17K
|
12.3K
$560K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
178+ 58.17% |
$7.76K - $8.12K
|
484
$22.1K
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
177+ 2.13% |
$7.72K - $8.08K
|
8.49K
$387K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
172+ 14.33% |
$7.5K - $7.85K
|
1.37K
$62.5K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
148+ 0.47% |
$6.46K - $6.75K
|
31.4K
$1.43M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
145New |
$6.32K - $6.62K
|
145
$6.61K
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
135+ 1.28% |
$5.89K - $6.16K
|
10.7K
$488K
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
103+ 1.15% |
$4.49K - $4.7K
|
9.08K
$414K
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
100+ 0.46% |
$4.36K - $4.56K
|
21.8K
$993K
|