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 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
527New |
$23.6K - $25K
|
527
$24.2K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
489New |
$21.9K - $23.2K
|
489
$22.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
473+ 0.77% |
$21.2K - $22.4K
|
61.6K
$2.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
465+ 4.51% |
$20.8K - $22.1K
|
10.8K
$495K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
463New |
$20.8K - $22K
|
463
$21.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
452+ 2.2% |
$20.3K - $21.4K
|
21K
$964K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
431+ 7.47% |
$19.3K - $20.4K
|
6.2K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
409+ 4.78% |
$18.3K - $19.4K
|
8.97K
$412K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
400+ 1.26% |
$17.9K - $19K
|
32.2K
$1.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
286+ 34.38% |
$12.8K - $13.6K
|
1.12K
$51.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
281+ 4.71% |
$12.6K - $13.3K
|
6.25K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
280+ 5.54% |
$12.6K - $13.3K
|
5.33K
$245K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
267+ 30.2% |
$12K - $12.7K
|
1.15K
$52.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
266+ 8.36% |
$11.9K - $12.6K
|
3.45K
$158K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
238+ 3.27% |
$10.7K - $11.3K
|
7.52K
$346K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
227+ 4.26% |
$10.2K - $10.8K
|
5.56K
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
219+ 18.22% |
$9.82K - $10.4K
|
1.42K
$65.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
213+ 1.05% |
$9.55K - $10.1K
|
20.4K
$938K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
206+ 4.72% |
$9.23K - $9.77K
|
4.58K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
205New |
$9.19K - $9.72K
|
205
$9.42K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
203+ 11.9% |
$9.1K - $9.63K
|
1.91K
$87.7K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
199+ 14.37% |
$8.92K - $9.44K
|
1.58K
$72.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
195+ 0.68% |
$8.74K - $9.25K
|
28.9K
$1.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
173+ 2.61% |
$7.76K - $8.2K
|
6.81K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
167+ 2.09% |
$7.49K - $7.92K
|
8.15K
$375K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
163+ 0.17% |
$7.31K - $7.73K
|
93.7K
$4.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
147New |
$6.59K - $6.97K
|
147
$6.75K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
138+ 0.33% |
$6.19K - $6.54K
|
42.2K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
123+ 1.93% |
$5.51K - $5.83K
|
6.5K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
122New |
$5.47K - $5.79K
|
122
$5.61K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
117+ 6.96% |
$5.25K - $5.55K
|
1.8K
$82.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
110+ 13.8% |
$4.93K - $5.22K
|
907
$41.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
110+ 6.56% |
$4.93K - $5.22K
|
1.79K
$82.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
107+ 8.84% |
$4.8K - $5.07K
|
1.32K
$60.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
107+ 2.94% |
$4.8K - $5.07K
|
3.75K
$172K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
81+ 0.79% |
$3.63K - $3.84K
|
10.4K
$476K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
79New |
$3.54K - $3.75K
|
79
$3.63K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
76+ 1.16% |
$3.41K - $3.6K
|
6.62K
$304K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
61+ 0.27% |
$2.73K - $2.89K
|
23K
$1.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
59+ 0.13% |
$2.64K - $2.8K
|
44.4K
$2.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
59+ 12.45% |
$2.64K - $2.8K
|
533
$24.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
43New |
$1.93K - $2.04K
|
43
$1.98K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
42+ 0.61% |
$1.88K - $1.99K
|
6.92K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
41New |
$1.84K - $1.94K
|
41
$1.88K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
39+ 0.25% |
$1.75K - $1.85K
|
15.4K
$708K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38+ 0.52% |
$1.7K - $1.8K
|
7.33K
$337K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
21+ 0.67% |
$941 - $996
|
3.18K
$146K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
21New |
$941 - $996
|
21
$965
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
13+ 0.3% |
$583 - $616
|
4.35K
$200K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
10+ 0.04% |
$448 - $474
|
26.4K
$1.21M
|