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
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
27K+ 25.2% |
$1.21M - $1.28M
|
134K
$6.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
26K+ 21.73% |
$1.17M - $1.23M
|
146K
$6.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.4K+ 22.1% |
$1.14M - $1.2M
|
140K
$6.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24.9K+ 95.63% |
$1.11M - $1.18M
|
50.8K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
24.4K+ 36.07% |
$1.09M - $1.16M
|
92K
$4.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
23.9K+ 56.39% |
$1.07M - $1.13M
|
66.2K
$3.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
23.8K+ 44.02% |
$1.07M - $1.13M
|
77.8K
$3.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
23.7K+ 9.8% |
$1.06M - $1.12M
|
265K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
23.5K+ 58.62% |
$1.05M - $1.12M
|
63.7K
$2.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
23.1K+ 20.31% |
$1.04M - $1.1M
|
137K
$6.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
23K+ 64.06% |
$1.03M - $1.09M
|
59K
$2.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
22.8KNew |
$1.02M - $1.08M
|
22.8K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
22.4K+ 11.98% |
$1M - $1.06M
|
209K
$9.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22.3KNew |
$1M - $1.06M
|
22.3K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
22KNew |
$987K - $1.04M
|
22K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
21.9K+ 170.51% |
$981K - $1.04M
|
34.7K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
20.9KNew |
$938K - $992K
|
20.9K
$961K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
20.3K+ 11.35% |
$912K - $965K
|
200K
$9.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
20.2K+ 47.7% |
$908K - $960K
|
62.7K
$2.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
20.2K+ 10.94% |
$907K - $959K
|
205K
$9.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
20.2K+ 54.97% |
$904K - $957K
|
56.9K
$2.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
19.9K+ 5.0% |
$894K - $946K
|
419K
$19.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
19.4K+ 7.62% |
$870K - $921K
|
274K
$12.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
19.4K+ 27.79% |
$869K - $919K
|
89.1K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
19K+ 458.43% |
$853K - $903K
|
23.2K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
18.9K+ 16.71% |
$845K - $894K
|
132K
$6.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
18.8K+ 20.82% |
$845K - $893K
|
109K
$5.02M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
18.7K+ 67.0% |
$837K - $886K
|
46.5K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.1K+ 292.97% |
$812K - $859K
|
24.3K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
18K+ 8.99% |
$808K - $854K
|
219K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18K+ 10.63% |
$806K - $853K
|
187K
$8.6M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
17.7K+ 49.83% |
$792K - $838K
|
53.1K
$2.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
17.6KNew |
$790K - $836K
|
17.6K
$810K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
17K+ 12.71% |
$762K - $806K
|
151K
$6.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
16.8K+ 45.1% |
$754K - $797K
|
54.1K
$2.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
16.7K+ 8.46% |
$751K - $794K
|
215K
$9.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
16.4K+ 16.68% |
$734K - $777K
|
115K
$5.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.3K+ 7.51% |
$732K - $774K
|
234K
$10.7M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15.7K+ 15.52% |
$704K - $745K
|
117K
$5.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
15.6K+ 31.83% |
$699K - $740K
|
64.6K
$2.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.1K+ 26.9% |
$678K - $717K
|
71.4K
$3.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
15.1K+ 21.95% |
$676K - $715K
|
83.8K
$3.85M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
14.3K+ 315.44% |
$640K - $677K
|
18.8K
$864K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
14.3KNew |
$639K - $676K
|
14.3K
$655K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
14.2K+ 17.2% |
$638K - $675K
|
96.9K
$4.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.2K+ 17.97% |
$635K - $671K
|
93K
$4.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
13.7K+ 36.78% |
$616K - $651K
|
51.1K
$2.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
13.5K+ 96.42% |
$605K - $640K
|
27.5K
$1.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
13.5K+ 1.03% |
$604K - $639K
|
1.32M
$60.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
13.5KNew |
$603K - $638K
|
13.5K
$618K
|