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 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.61K- 12.08% |
$296K - $313K
|
48.1K
$2.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.72K- 10.54% |
$301K - $319K
|
57K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-7.09K- 20.45% |
$318K - $336K
|
27.6K
$1.27M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-7.81K- 87.61% |
$350K - $370K
|
1.1K
$50.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.32K- 7.14% |
$373K - $395K
|
108K
$4.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-8.51K- 20.29% |
$382K - $404K
|
33.5K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-8.52K- 4.43% |
$382K - $404K
|
184K
$8.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-8.59K- 2.17% |
$385K - $408K
|
388K
$17.8M
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-8.79K- 48.95% |
$394K - $417K
|
9.17K
$421K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-9.39K- 34.26% |
$421K - $445K
|
18K
$828K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.96K- 3.96% |
$446K - $472K
|
241K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-9.97K- 3.66% |
$447K - $473K
|
262K
$12.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-10.9K- 11.48% |
$488K - $517K
|
84K
$3.86M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-12.8K- 4.49% |
$572K - $605K
|
272K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-13.9K- 63.87% |
$624K - $660K
|
7.87K
$362K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-14K- 40.87% |
$626K - $662K
|
20.2K
$928K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-14.3K- 75.99% |
$641K - $678K
|
4.52K
$207K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.8K- 17.63% |
$665K - $703K
|
69.3K
$3.18M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-15K- 7.37% |
$672K - $710K
|
188K
$8.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.2K- 19.83% |
$683K - $722K
|
61.6K
$2.83M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.9K- 7.46% |
$713K - $755K
|
197K
$9.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.7K- 1.24% |
$795K - $841K
|
1.42M
$65.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-18.2K- 28.77% |
$814K - $861K
|
45K
$2.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-21.7K- 47.3% |
$973K - $1.03M
|
24.2K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-26.1K- 16.79% |
$1.17M - $1.24M
|
129K
$5.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-29.7K- 3.96% |
$1.33M - $1.41M
|
721K
$33.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-29.8K- 1.64% |
$1.34M - $1.42M
|
1.79M
$82.3M
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-30.2K- 17.42% |
$1.36M - $1.43M
|
143K
$6.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
SELL
|
- |
-30.4K- 33.38% |
$1.36M - $1.44M
|
60.7K
$2.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-31.2K- 11.39% |
$1.4M - $1.48M
|
243K
$11.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-35.4K- 11.39% |
$1.58M - $1.68M
|
275K
$12.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-35.5K- 15.62% |
$1.59M - $1.68M
|
192K
$8.81M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-37.7K- 12.54% |
$1.69M - $1.79M
|
263K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-38.6K- 58.95% |
$1.73M - $1.83M
|
26.9K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-38.7K- 4.01% |
$1.73M - $1.83M
|
926K
$42.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-48.8K- 1.86% |
$2.19M - $2.31M
|
2.57M
$118M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-51.8K- 6.53% |
$2.32M - $2.45M
|
741K
$34.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-53K- 2.15% |
$2.38M - $2.51M
|
2.41M
$111M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-53.9K- 41.66% |
$2.42M - $2.56M
|
75.5K
$3.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-57.9K- 80.9% |
$2.59M - $2.74M
|
13.7K
$628K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-60.3K- 17.51% |
$2.7M - $2.86M
|
284K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-60.6K- 85.33% |
$2.72M - $2.87M
|
10.4K
$479K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-76.1K- 14.17% |
$3.41M - $3.61M
|
461K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-77.3K- 38.8% |
$3.47M - $3.67M
|
122K
$5.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-87.6K- 14.84% |
$3.93M - $4.15M
|
503K
$23.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-94.6K- 0.24% |
$4.24M - $4.49M
|
40M
$1.84B
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-95.2K- 70.1% |
$4.27M - $4.51M
|
40.6K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-106K- 31.62% |
$4.75M - $5.03M
|
229K
$10.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-116K- 28.42% |
$5.19M - $5.49M
|
292K
$13.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-137K- 47.85% |
$6.16M - $6.51M
|
150K
$6.88M
|