Purchases and Sales Made in Q3 2024 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 2024. 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, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5New |
$224 - $237
|
5
$230
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.85% |
$224 - $237
|
591
$27.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.62% |
$134 - $142
|
489
$22.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.98% |
$89.7 - $94.8
|
207
$9.51K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.62% |
$44.8 - $47.4
|
162
$7.44K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.15% |
$44.8 - $47.4
|
88
$4.04K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1New |
$44.8 - $47.4
|
1
$46
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.59% |
$44.8 - $47.4
|
171
$7.86K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-26- 1.63% |
$1.17K - $1.23K
|
1.57K
$72K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-28- 0.2% |
$1.26K - $1.33K
|
13.8K
$634K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-30- 0.07% |
$1.34K - $1.42K
|
42.1K
$1.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-71- 0.15% |
$3.18K - $3.37K
|
46.1K
$2.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-92- 0.33% |
$4.12K - $4.36K
|
28.1K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-105- 1.13% |
$4.71K - $4.98K
|
9.15K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-113- 0.56% |
$5.07K - $5.36K
|
20.1K
$921K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
SELL
|
- |
-116- 1.5% |
$5.2K - $5.5K
|
7.63K
$351K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-140- 0.26% |
$6.28K - $6.64K
|
52.8K
$2.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-140- 1.12% |
$6.28K - $6.64K
|
12.3K
$566K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-142- 1.53% |
$6.37K - $6.73K
|
9.15K
$420K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-144- 1.23% |
$6.46K - $6.83K
|
11.6K
$533K
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-162- 3.03% |
$7.26K - $7.68K
|
5.19K
$238K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-169- 0.41% |
$7.58K - $8.01K
|
41.3K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-184- 1.61% |
$8.25K - $8.73K
|
11.2K
$516K
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-186- 0.46% |
$8.34K - $8.82K
|
40.7K
$1.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-193- 6.04% |
$8.65K - $9.15K
|
3K
$138K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-212- 10.42% |
$9.5K - $10.1K
|
1.82K
$83.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-223- 3.56% |
$10K - $10.6K
|
6.05K
$278K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-241- 1.36% |
$10.8K - $11.4K
|
17.5K
$806K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-269- 0.32% |
$12.1K - $12.8K
|
82.8K
$3.8M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-270- 3.04% |
$12.1K - $12.8K
|
8.6K
$395K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-340- 1.23% |
$15.2K - $16.1K
|
27.3K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-344- 5.88% |
$15.4K - $16.3K
|
5.51K
$253K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-370- 1.24% |
$16.6K - $17.5K
|
29.6K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-410- 8.22% |
$18.4K - $19.4K
|
4.58K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-427- 6.33% |
$19.1K - $20.2K
|
6.32K
$290K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-531- 44.18% |
$23.8K - $25.2K
|
671
$30.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-559- 99.82% |
$25.1K - $26.5K
|
1
$46
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-564- 1.94% |
$25.3K - $26.7K
|
28.5K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-596- 1.6% |
$26.7K - $28.3K
|
36.7K
$1.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-604- 0.26% |
$27.1K - $28.6K
|
228K
$10.5M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-636- 0.54% |
$28.5K - $30.2K
|
118K
$5.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-644- 11.79% |
$28.9K - $30.5K
|
4.82K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-650- 4.06% |
$29.1K - $30.8K
|
15.4K
$705K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-753- 3.43% |
$33.8K - $35.7K
|
21.2K
$975K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-768- 10.04% |
$34.4K - $36.4K
|
6.88K
$316K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-772- 2.99% |
$34.6K - $36.6K
|
25.1K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-797- 2.74% |
$35.7K - $37.8K
|
28.2K
$1.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-849- 4.76% |
$38.1K - $40.3K
|
17K
$781K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-853- 7.53% |
$38.2K - $40.4K
|
10.5K
$481K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-862- 4.86% |
$38.6K - $40.9K
|
16.9K
$775K
|