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 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.2K+ 11.91% |
$146K - $150K
|
30K
$1.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.14K+ 12.85% |
$143K - $148K
|
27.6K
$1.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.79K+ 1.48% |
$127K - $131K
|
191K
$8.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.72K+ 12.79% |
$124K - $128K
|
24K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.63K+ 25.39% |
$120K - $123K
|
13K
$610K
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
2.52K+ 3.1% |
$115K - $118K
|
83.9K
$3.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
2.21K+ 6.91% |
$101K - $103K
|
34.1K
$1.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.15K+ 10.31% |
$98.2K - $101K
|
23K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.53K+ 8.39% |
$69.7K - $71.7K
|
19.7K
$929K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.31K+ 25.98% |
$59.8K - $61.5K
|
6.36K
$299K
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.27K+ 2.36% |
$57.8K - $59.4K
|
55K
$2.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.21K+ 2.18% |
$55.4K - $57K
|
56.8K
$2.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.02K+ 7.16% |
$46.5K - $47.8K
|
15.3K
$717K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
970+ 4.68% |
$44.2K - $45.5K
|
21.7K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
827+ 2.06% |
$37.7K - $38.8K
|
41K
$1.93M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
820+ 22.99% |
$37.4K - $38.5K
|
4.39K
$206K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
734+ 111.72% |
$33.5K - $34.4K
|
1.39K
$65.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
670+ 0.42% |
$30.6K - $31.4K
|
162K
$7.62M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
606+ 2.44% |
$27.6K - $28.4K
|
25.5K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
557+ 1.13% |
$25.4K - $26.1K
|
50K
$2.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
553+ 2.69% |
$25.2K - $25.9K
|
21.1K
$992K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
455+ 30.99% |
$20.7K - $21.3K
|
1.92K
$90.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
447New |
$20.4K - $21K
|
447
$21K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
432+ 0.68% |
$19.7K - $20.3K
|
64.3K
$3.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
397+ 16.27% |
$18.1K - $18.6K
|
2.84K
$133K
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
256+ 0.2% |
$11.7K - $12K
|
129K
$6.06M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
218+ 54.36% |
$9.94K - $10.2K
|
619
$29.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
204+ 0.73% |
$9.3K - $9.57K
|
28.1K
$1.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
176+ 3.98% |
$8.03K - $8.26K
|
4.59K
$216K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
164+ 1.27% |
$7.48K - $7.69K
|
13.1K
$615K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
117+ 0.2% |
$5.34K - $5.49K
|
60K
$2.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
117New |
$5.34K - $5.49K
|
117
$5.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
103+ 0.85% |
$4.7K - $4.83K
|
12.2K
$575K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
102New |
$4.65K - $4.79K
|
102
$4.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
70+ 1.06% |
$3.19K - $3.28K
|
6.67K
$314K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
45New |
$2.05K - $2.11K
|
45
$2.12K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
43New |
$1.96K - $2.02K
|
43
$2.02K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
38+ 0.52% |
$1.73K - $1.78K
|
7.35K
$346K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
24+ 0.12% |
$1.09K - $1.13K
|
19.5K
$916K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
16+ 0.04% |
$730 - $751
|
44K
$2.07M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
16+ 0.01% |
$730 - $751
|
205K
$9.62M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.09% |
$228 - $235
|
5.82K
$274K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4+ 0.07% |
$182 - $188
|
5.6K
$264K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3+ 0.95% |
$137 - $141
|
320
$15K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
3+ 0.34% |
$137 - $141
|
894
$42K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2New |
$91.2 - $93.8
|
2
$94.1
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.1% |
$45.6 - $46.9
|
92
$4.33K
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-6- 0.06% |
$274 - $282
|
10K
$471K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 31.58% |
$274 - $282
|
13
$611
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-53- 0.99% |
$2.42K - $2.49K
|
5.31K
$250K
|