Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
89.2K+ 10.71% |
$4.69M - $4.77M
|
922K
$42.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
86.9KNew |
$4.57M - $4.65M
|
86.9K
$3.99M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
85.2KNew |
$4.48M - $4.55M
|
85.2K
$3.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
76.3KNew |
$4.01M - $4.08M
|
76.3K
$3.51M
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
75.9K+ 33.35% |
$3.99M - $4.05M
|
303K
$13.9M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
75.2K+ 125.54% |
$3.95M - $4.02M
|
135K
$6.21M
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
72.9KNew |
$3.83M - $3.89M
|
72.9K
$3.35M
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
72.3KNew |
$3.8M - $3.86M
|
72.3K
$3.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
72K+ 38.48% |
$3.79M - $3.85M
|
259K
$11.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
71.1K+ 51.97% |
$3.74M - $3.8M
|
208K
$9.56M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
70KNew |
$3.68M - $3.74M
|
70K
$3.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
67.1KNew |
$3.53M - $3.58M
|
67.1K
$3.08M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
64.4KNew |
$3.39M - $3.44M
|
64.4K
$2.96M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.2K+ 7.7% |
$3.38M - $3.43M
|
898K
$41.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
64.1KNew |
$3.37M - $3.42M
|
64.1K
$2.95M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
62.2K+ 27.8% |
$3.27M - $3.33M
|
286K
$13.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
60.5K+ 44.56% |
$3.18M - $3.23M
|
196K
$9.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
59.9KNew |
$3.15M - $3.2M
|
59.9K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
58.6K+ 454.7% |
$3.08M - $3.13M
|
71.5K
$3.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
57.4K+ 48.48% |
$3.02M - $3.07M
|
176K
$8.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
54.5KNew |
$2.87M - $2.91M
|
54.5K
$2.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
52.8KNew |
$2.78M - $2.82M
|
52.8K
$2.43M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
50.6KNew |
$2.66M - $2.7M
|
50.6K
$2.32M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
49.1KNew |
$2.58M - $2.62M
|
49.1K
$2.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
46.9KNew |
$2.46M - $2.5M
|
46.9K
$2.15M
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
45.3K+ 75.82% |
$2.38M - $2.42M
|
105K
$4.83M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
43.7K+ 14.61% |
$2.3M - $2.33M
|
343K
$15.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
42.7KNew |
$2.24M - $2.28M
|
42.7K
$1.96M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
42.5K+ 7.75% |
$2.24M - $2.27M
|
591K
$27.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
42.1K+ 21.98% |
$2.21M - $2.25M
|
234K
$10.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
BUY
|
- |
41KNew |
$2.15M - $2.19M
|
41K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
39.2K+ 20.96% |
$2.06M - $2.09M
|
226K
$10.4M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
38.7K+ 37.37% |
$2.03M - $2.07M
|
142K
$6.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.8K+ 169.88% |
$1.99M - $2.02M
|
60.1K
$2.76M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
35.8K+ 5.25% |
$1.88M - $1.91M
|
717K
$32.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
35.7K+ 7.67% |
$1.88M - $1.91M
|
501K
$23M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
35.4K+ 68.69% |
$1.86M - $1.89M
|
86.9K
$3.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
34.6K+ 4.22% |
$1.82M - $1.85M
|
855K
$39.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.8K+ 296.7% |
$1.67M - $1.7M
|
42.6K
$1.96M
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
31.8K+ 5.89% |
$1.67M - $1.7M
|
572K
$26.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31.4K+ 28.43% |
$1.65M - $1.68M
|
142K
$6.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
31.1K+ 13.9% |
$1.63M - $1.66M
|
255K
$11.7M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31.1KNew |
$1.63M - $1.66M
|
31.1K
$1.43M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30.3K+ 52.7% |
$1.59M - $1.62M
|
87.8K
$4.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
30.2K+ 7.41% |
$1.59M - $1.61M
|
438K
$20.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
29.6K+ 77.23% |
$1.56M - $1.58M
|
68K
$3.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.3K+ 46.56% |
$1.49M - $1.51M
|
88.9K
$4.09M
|
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
28.2K+ 62.86% |
$1.48M - $1.51M
|
73K
$3.35M
|
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
27.9K+ 11.78% |
$1.47M - $1.49M
|
265K
$12.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
27.8K+ 5.82% |
$1.46M - $1.49M
|
507K
$23.3M
|