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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.3K+ 44.7% |
$193K - $204K
|
13.9K
$639K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.06K+ 25.9% |
$182K - $192K
|
19.7K
$906K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.04K+ 7.97% |
$181K - $191K
|
54.7K
$2.51M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.03K+ 29.34% |
$181K - $191K
|
17.8K
$816K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4.02KNew |
$180K - $191K
|
4.02K
$185K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
4.02K+ 18.12% |
$180K - $191K
|
26.2K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.99K+ 23.47% |
$179K - $189K
|
21K
$964K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.91K+ 6.69% |
$175K - $185K
|
62.3K
$2.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.83K+ 22.35% |
$172K - $182K
|
21K
$963K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
3.69KNew |
$165K - $175K
|
3.69K
$170K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.68K+ 4.24% |
$165K - $175K
|
90.5K
$4.16M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
3.65K+ 14.93% |
$164K - $173K
|
28.1K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3.63KNew |
$163K - $172K
|
3.63K
$167K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
3.58K+ 34.09% |
$160K - $170K
|
14.1K
$646K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.56KNew |
$159K - $169K
|
3.56K
$163K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.52K+ 37.22% |
$158K - $167K
|
13K
$597K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.48K+ 12.01% |
$156K - $165K
|
32.4K
$1.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
3.43K+ 4.37% |
$154K - $163K
|
81.8K
$3.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.3K+ 36.03% |
$148K - $157K
|
12.5K
$573K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.27K+ 10.85% |
$147K - $155K
|
33.4K
$1.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.24K+ 3.7% |
$145K - $154K
|
90.9K
$4.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.21K+ 8.22% |
$144K - $152K
|
42.2K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.15K+ 5.12% |
$141K - $149K
|
64.7K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
3.12K+ 1.72% |
$140K - $148K
|
185K
$8.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
3.08K+ 3.9% |
$138K - $146K
|
82.2K
$3.78M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.07K+ 16.47% |
$138K - $146K
|
21.7K
$999K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.05K+ 24.02% |
$137K - $145K
|
15.8K
$724K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3.03K+ 20.3% |
$136K - $143K
|
17.9K
$824K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
2.92K+ 8.58% |
$131K - $138K
|
36.9K
$1.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.75K+ 28.12% |
$123K - $130K
|
12.5K
$575K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.73K+ 14.64% |
$122K - $129K
|
21.4K
$982K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.69K+ 28.56% |
$121K - $128K
|
12.1K
$557K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.68K+ 39.06% |
$120K - $127K
|
9.55K
$439K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.55K+ 7.36% |
$114K - $121K
|
37.2K
$1.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.49K+ 32.3% |
$112K - $118K
|
10.2K
$469K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.47K+ 3742.42% |
$111K - $117K
|
2.54K
$117K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
2.44K+ 2.12% |
$109K - $116K
|
118K
$5.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
2.36K+ 2.46% |
$106K - $112K
|
98.4K
$4.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.36K+ 237.98% |
$106K - $112K
|
3.35K
$154K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.34K+ 18.42% |
$105K - $111K
|
15.1K
$692K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.32K+ 24.68% |
$104K - $110K
|
11.7K
$538K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.16K+ 8.86% |
$96.8K - $102K
|
26.5K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.14K+ 22.86% |
$95.7K - $101K
|
11.5K
$527K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.09K+ 6.41% |
$93.5K - $98.9K
|
34.6K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.05K+ 7.6% |
$92.1K - $97.4K
|
29.1K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.02K+ 1.25% |
$90.3K - $95.6K
|
163K
$7.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.99K+ 34.39% |
$89.2K - $94.4K
|
7.78K
$357K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.96K+ 25.12% |
$87.7K - $92.8K
|
9.74K
$448K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.95KNew |
$87.3K - $92.3K
|
1.95K
$89.5K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.91K+ 21.99% |
$85.5K - $90.4K
|
10.6K
$486K
|