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 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-886- 16.59% |
$39.7K - $42K
|
4.45K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-911- 4.23% |
$40.8K - $43.2K
|
20.6K
$949K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-919- 5.1% |
$41.2K - $43.6K
|
17.1K
$786K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-934- 3.58% |
$41.9K - $44.3K
|
25.2K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-973- 3.45% |
$43.6K - $46.1K
|
27.2K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1K- 11.37% |
$44.8K - $47.4K
|
7.8K
$358K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.04K- 4.49% |
$46.7K - $49.4K
|
22.1K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.13K- 6.59% |
$50.4K - $53.3K
|
15.9K
$733K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.15K- 5.05% |
$51.5K - $54.4K
|
21.6K
$993K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.22K- 13.73% |
$54.9K - $58K
|
7.69K
$353K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.33K- 3.32% |
$59.8K - $63.2K
|
38.8K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.58K- 11.71% |
$71K - $75.1K
|
11.9K
$549K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.65K- 7.01% |
$74K - $78.2K
|
21.9K
$1.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.67K- 14.18% |
$75K - $79.3K
|
10.1K
$465K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 16.32% |
$86K - $91K
|
9.84K
$452K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.99K- 3.65% |
$89.3K - $94.5K
|
52.6K
$2.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-2.06K- 5.51% |
$92.2K - $97.5K
|
35.3K
$1.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-2.18K- 0.81% |
$97.5K - $103K
|
268K
$12.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.26K- 1.86% |
$101K - $107K
|
120K
$5.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.27K- 16.06% |
$102K - $107K
|
11.8K
$544K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.31K- 5.59% |
$103K - $109K
|
39K
$1.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.33K- 15.73% |
$104K - $110K
|
12.5K
$572K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-2.38K- 4.63% |
$107K - $113K
|
48.9K
$2.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.4K- 22.07% |
$108K - $114K
|
8.48K
$390K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.52K- 4.62% |
$113K - $119K
|
51.9K
$2.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-2.54K- 15.98% |
$114K - $121K
|
13.4K
$615K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.55K- 4.35% |
$114K - $121K
|
56.1K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-2.56K- 21.19% |
$115K - $121K
|
9.52K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.59K- 2.06% |
$116K - $123K
|
123K
$5.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.7K- 11.56% |
$121K - $128K
|
20.7K
$950K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.01K- 29.44% |
$135K - $143K
|
7.2K
$331K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.02K- 2.7% |
$135K - $143K
|
109K
$4.99M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.15K- 39.94% |
$141K - $149K
|
4.73K
$217K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.31K- 14.97% |
$148K - $157K
|
18.8K
$865K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3.66K- 31.29% |
$164K - $174K
|
8.05K
$370K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-3.82K- 0.68% |
$171K - $181K
|
556K
$25.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.07K- 19.58% |
$182K - $193K
|
16.7K
$768K
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-4.26K- 3.33% |
$191K - $202K
|
124K
$5.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-4.28K- 1.23% |
$192K - $203K
|
344K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.49K- 1.05% |
$201K - $213K
|
425K
$19.5M
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-4.5K- 13.58% |
$202K - $214K
|
28.7K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-4.58K- 8.08% |
$205K - $217K
|
52.1K
$2.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.89K- 7.58% |
$219K - $232K
|
59.6K
$2.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-4.96K- 3.12% |
$222K - $235K
|
154K
$7.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.09K- 54.3% |
$228K - $241K
|
4.29K
$197K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.39K- 35.02% |
$242K - $256K
|
10K
$460K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5.59K- 21.08% |
$250K - $265K
|
20.9K
$961K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.75K- 17.66% |
$258K - $273K
|
26.8K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-6.2K- 4.75% |
$278K - $294K
|
124K
$5.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-6.42K- 44.0% |
$288K - $304K
|
8.17K
$375K
|