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 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-130- 28.08% |
$5.93K - $6.1K
|
333
$15.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-146- 1.07% |
$6.66K - $6.85K
|
13.5K
$637K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-148- 1.66% |
$6.75K - $6.94K
|
8.76K
$412K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-181- 2.99% |
$8.25K - $8.49K
|
5.87K
$276K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-213- 1.81% |
$9.71K - $9.99K
|
11.6K
$545K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-249- 4.77% |
$11.4K - $11.7K
|
4.97K
$234K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-283- 3.2% |
$12.9K - $13.3K
|
8.57K
$403K
|
|
|
Oct 16, 2025
Q3 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-297- 0.86% |
$13.5K - $13.9K
|
34.1K
$1.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-300- 4.71% |
$13.7K - $14.1K
|
6.07K
$285K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-321- 1.07% |
$14.6K - $15.1K
|
29.8K
$1.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-322- 2.22% |
$14.7K - $15.1K
|
14.2K
$666K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-366- 1.62% |
$16.7K - $17.2K
|
22.2K
$1.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-426- 8.26% |
$19.4K - $20K
|
4.73K
$223K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-443- 4.34% |
$20.2K - $20.8K
|
9.77K
$459K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-483- 1.55% |
$22K - $22.7K
|
30.7K
$1.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-535- 7.44% |
$24.4K - $25.1K
|
6.66K
$313K
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-650- 3.93% |
$29.6K - $30.5K
|
15.9K
$748K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-730- 1.68% |
$33.3K - $34.3K
|
42.7K
$2.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-793- 9.27% |
$36.2K - $37.2K
|
7.76K
$365K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-867- 0.23% |
$39.5K - $40.7K
|
371K
$17.5M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-884- 13.02% |
$40.3K - $41.5K
|
5.91K
$278K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 9.25% |
$50.1K - $51.6K
|
10.8K
$507K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 0.19% |
$50.6K - $52.1K
|
583K
$27.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.35K- 11.14% |
$61.7K - $63.4K
|
10.8K
$507K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.35K- 3.87% |
$61.7K - $63.5K
|
33.6K
$1.58M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.57K- 14.43% |
$71.4K - $73.5K
|
9.29K
$437K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.66K- 17.91% |
$75.6K - $77.7K
|
7.59K
$357K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.7K- 0.71% |
$77.3K - $79.5K
|
236K
$11.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.76K- 4.38% |
$80.4K - $82.8K
|
38.5K
$1.81M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.87K- 14.99% |
$85.2K - $87.7K
|
10.6K
$498K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.89K- 3.92% |
$86.2K - $88.7K
|
46.3K
$2.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.96K- 22.99% |
$89.5K - $92.1K
|
6.58K
$309K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-2.17K- 22.45% |
$99.1K - $102K
|
7.51K
$353K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.18K- 6.85% |
$99.2K - $102K
|
29.6K
$1.39M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.31K- 15.13% |
$105K - $108K
|
13K
$609K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.32K- 8.82% |
$106K - $109K
|
24K
$1.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.38K- 5.28% |
$109K - $112K
|
42.7K
$2.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.51K- 4.5% |
$115K - $118K
|
53.3K
$2.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.58K- 6.99% |
$118K - $121K
|
34.3K
$1.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-2.71K- 12.54% |
$124K - $127K
|
18.9K
$890K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-3.03K- 16.75% |
$138K - $142K
|
15.1K
$708K
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-3.68K- 4.26% |
$168K - $173K
|
82.8K
$3.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.85K- 24.26% |
$176K - $181K
|
12K
$566K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-4K- 7.18% |
$182K - $188K
|
51.7K
$2.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-4.14K- 19.12% |
$189K - $194K
|
17.5K
$824K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-4.24K- 3.89% |
$193K - $199K
|
105K
$4.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-4.46K- 2.86% |
$204K - $209K
|
152K
$7.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.88K- 4.19% |
$222K - $229K
|
111K
$5.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-5.09K- 5.63% |
$232K - $239K
|
85.3K
$4.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-5.42K- 8.21% |
$247K - $254K
|
60.5K
$2.85M
|