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 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
1.24K+ 9.89% |
$65.3K - $66.3K
|
13.8K
$634K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.23K+ 2.73% |
$64.6K - $65.7K
|
46.2K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.14K+ 1.01% |
$60.1K - $61.1K
|
114K
$5.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.13K+ 4.39% |
$59.3K - $60.3K
|
26.8K
$1.23M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.02K+ 2.28% |
$53.9K - $54.7K
|
45.9K
$2.11M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.01K+ 3.75% |
$52.9K - $53.7K
|
27.8K
$1.28M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
950+ 0.63% |
$50K - $50.8K
|
151K
$6.93M
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
841+ 0.8% |
$44.2K - $44.9K
|
106K
$4.86M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
759+ 3.85% |
$39.9K - $40.6K
|
20.5K
$940K
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
736+ 18.74% |
$38.7K - $39.3K
|
4.66K
$214K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
670+ 4.17% |
$35.2K - $35.8K
|
16.7K
$769K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
653+ 14.85% |
$34.3K - $34.9K
|
5.05K
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
616+ 13.17% |
$32.4K - $32.9K
|
5.29K
$243K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
580New |
$30.5K - $31K
|
580
$26.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
571+ 2.06% |
$30K - $30.5K
|
28.3K
$1.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
562New |
$29.6K - $30K
|
562
$25.8K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
560+ 5.29% |
$29.5K - $29.9K
|
11.2K
$513K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
532New |
$28K - $28.4K
|
532
$24.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
513+ 6.0% |
$27K - $27.4K
|
9.07K
$417K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
508New |
$26.7K - $27.1K
|
508
$23.3K
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
482New |
$25.3K - $25.8K
|
482
$22.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
481+ 1.24% |
$25.3K - $25.7K
|
39.3K
$1.81M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
475+ 2.82% |
$25K - $25.4K
|
17.3K
$797K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
457+ 5.18% |
$24K - $24.4K
|
9.28K
$427K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
456+ 1.17% |
$24K - $24.4K
|
39.4K
$1.81M
|
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
430+ 2.39% |
$22.6K - $23K
|
18.4K
$847K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
390+ 57.69% |
$20.5K - $20.8K
|
1.07K
$49K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
373+ 138.66% |
$19.6K - $19.9K
|
642
$29.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
372+ 53.99% |
$19.6K - $19.9K
|
1.06K
$48.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
360+ 3.65% |
$18.9K - $19.2K
|
10.2K
$469K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
359+ 260.14% |
$18.9K - $19.2K
|
497
$22.8K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
341New |
$17.9K - $18.2K
|
341
$15.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
333+ 8.27% |
$17.5K - $17.8K
|
4.36K
$200K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
312New |
$16.4K - $16.7K
|
312
$14.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
299+ 14.59% |
$15.7K - $16K
|
2.35K
$108K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
292+ 6.0% |
$15.4K - $15.6K
|
5.16K
$237K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
291+ 28.96% |
$15.3K - $15.5K
|
1.3K
$59.6K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
275New |
$14.5K - $14.7K
|
275
$12.6K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
246New |
$12.9K - $13.1K
|
246
$11.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
244+ 3.64% |
$12.8K - $13K
|
6.95K
$320K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
243+ 4.14% |
$12.8K - $13K
|
6.11K
$281K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
211New |
$11.1K - $11.3K
|
211
$9.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
174New |
$9.15K - $9.3K
|
174
$8K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
159New |
$8.36K - $8.5K
|
159
$7.31K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
143New |
$7.52K - $7.64K
|
143
$6.57K
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
BUY
|
- |
134+ 2.79% |
$7.05K - $7.16K
|
4.94K
$227K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
113+ 2.07% |
$5.94K - $6.04K
|
5.56K
$256K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
102+ 1.66% |
$5.36K - $5.45K
|
6.26K
$288K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100New |
$5.26K - $5.34K
|
100
$4.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
99+ 4.24% |
$5.21K - $5.29K
|
2.43K
$112K
|