Purchases and Sales Made in Q3 2025 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 2025. 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 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
386K+ 248.18% |
$17.6M - $18.1M
|
541K
$25.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
304K+ 7.37% |
$13.9M - $14.3M
|
4.42M
$208M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
263KNew |
$12M - $12.4M
|
263K
$12.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
145K+ 28.07% |
$6.62M - $6.81M
|
663K
$31.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
140K+ 77.99% |
$6.38M - $6.57M
|
319K
$15M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
123K+ 220.66% |
$5.63M - $5.79M
|
179K
$8.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
102K+ 8.46% |
$4.64M - $4.77M
|
1.3M
$61.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
94.5KNew |
$4.31M - $4.43M
|
94.5K
$4.44M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
82.5K+ 32.07% |
$3.76M - $3.87M
|
340K
$16M
|
|
|
Oct 14, 2025
Q3 2025
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
68.8K+ 8.59% |
$3.14M - $3.23M
|
870K
$40.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
54.4K+ 9.11% |
$2.48M - $2.55M
|
652K
$30.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
47.6K+ 742.41% |
$2.17M - $2.23M
|
54K
$2.54M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
43.6KNew |
$1.99M - $2.05M
|
43.6K
$2.05M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
38.7K+ 8.58% |
$1.76M - $1.81M
|
490K
$23M
|
|
|
Oct 08, 2025
Q3 2025
|
New Capital Management LP
|
BUY
|
- |
33.3K+ 22.3% |
$1.52M - $1.56M
|
183K
$8.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
BUY
|
- |
29.5KNew |
$1.35M - $1.38M
|
29.5K
$1.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
27.4K+ 10.97% |
$1.25M - $1.29M
|
277K
$13M
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
26K+ 23.75% |
$1.19M - $1.22M
|
135K
$6.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
15.2K+ 70.6% |
$692K - $712K
|
36.7K
$1.73M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
15.1K+ 4.47% |
$689K - $709K
|
353K
$16.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14.6K+ 2.43% |
$666K - $686K
|
616K
$29M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
14.4K+ 5.19% |
$655K - $674K
|
291K
$13.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13K+ 12.73% |
$594K - $611K
|
115K
$5.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
12.5KNew |
$571K - $588K
|
12.5K
$589K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
10.1KNew |
$461K - $474K
|
10.1K
$475K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
9.94K+ 18.6% |
$453K - $466K
|
63.4K
$2.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
9.66K+ 12.1% |
$440K - $453K
|
89.5K
$4.21M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
8.51K+ 20.14% |
$388K - $399K
|
50.8K
$2.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.35K+ 72.78% |
$381K - $392K
|
19.8K
$933K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.22K+ 138.85% |
$375K - $386K
|
14.1K
$665K
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
7.93K+ 678.6% |
$361K - $372K
|
9.09K
$428K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7.7KNew |
$351K - $361K
|
7.7K
$362K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.52K+ 28.07% |
$343K - $353K
|
34.3K
$1.61M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
6.7K+ 12.43% |
$306K - $314K
|
60.6K
$2.85M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.14K+ 3.17% |
$280K - $288K
|
200K
$9.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.1KNew |
$278K - $286K
|
6.1K
$287K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.56K+ 23.35% |
$253K - $261K
|
29.3K
$1.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.55K+ 8.32% |
$253K - $260K
|
72.2K
$3.39M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.92KNew |
$224K - $231K
|
4.92K
$231K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.91KNew |
$224K - $230K
|
4.91K
$231K
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4.85K+ 2.81% |
$221K - $227K
|
177K
$8.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.41KNew |
$201K - $207K
|
4.41K
$207K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
4.33KNew |
$197K - $203K
|
4.33K
$204K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.31KNew |
$196K - $202K
|
4.31K
$203K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.22K+ 6.11% |
$193K - $198K
|
73.4K
$3.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3.83K+ 2.86% |
$175K - $180K
|
138K
$6.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.77K+ 1.6% |
$172K - $177K
|
239K
$11.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.74K+ 361.16% |
$170K - $175K
|
4.77K
$224K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.54K+ 4.64% |
$162K - $166K
|
79.8K
$3.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.46K+ 0.46% |
$158K - $162K
|
754K
$35.4M
|