Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
7.79K+ 20.01% |
$337K - $359K
|
46.7K
$2.13M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.79K+ 25.82% |
$337K - $359K
|
37.9K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
7.57K+ 41.15% |
$328K - $349K
|
26K
$1.18M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
7.35K+ 3.47% |
$318K - $339K
|
219K
$9.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
7.15KNew |
$310K - $330K
|
7.15K
$326K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.14K+ 12.66% |
$309K - $329K
|
63.5K
$2.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
7.12K+ 6.43% |
$308K - $328K
|
118K
$5.38M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
7.01K+ 17.4% |
$304K - $323K
|
47.3K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7KNew |
$303K - $323K
|
7K
$319K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
6.97K+ 25.51% |
$302K - $321K
|
34.3K
$1.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.9K+ 8.99% |
$299K - $318K
|
83.7K
$3.82M
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
6.85KNew |
$297K - $316K
|
6.85K
$312K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.81K+ 125.77% |
$295K - $314K
|
12.2K
$557K
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.73K+ 39.47% |
$292K - $310K
|
23.8K
$1.08M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.6K+ 51.62% |
$286K - $304K
|
19.4K
$884K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.59K+ 19.71% |
$285K - $304K
|
40K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.35KNew |
$275K - $293K
|
6.35K
$290K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.25K+ 12.97% |
$271K - $288K
|
54.5K
$2.48M
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
6.2K+ 67.34% |
$268K - $286K
|
15.4K
$702K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.87KNew |
$254K - $270K
|
5.87K
$268K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
5.82K+ 23.83% |
$252K - $268K
|
30.2K
$1.38M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.81KNew |
$252K - $268K
|
5.81K
$265K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
5.71K+ 10.51% |
$247K - $263K
|
60K
$2.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.53K+ 61.38% |
$240K - $255K
|
14.5K
$663K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.36KNew |
$232K - $247K
|
5.36K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.28K+ 5.92% |
$229K - $243K
|
94.5K
$4.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
5.28KNew |
$228K - $243K
|
5.28K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.27K+ 10.8% |
$228K - $243K
|
54.1K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.25KNew |
$227K - $242K
|
5.25K
$239K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5.18KNew |
$224K - $239K
|
5.18K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
5.15K+ 43.94% |
$223K - $237K
|
16.9K
$769K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
4.99K+ 2.81% |
$216K - $230K
|
183K
$8.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.97K+ 5.87% |
$215K - $229K
|
89.7K
$4.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.79K+ 57.65% |
$207K - $221K
|
13.1K
$597K
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.78KNew |
$207K - $220K
|
4.78K
$218K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.62K+ 108.04% |
$200K - $213K
|
8.9K
$406K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.6KNew |
$199K - $212K
|
4.6K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.53KNew |
$196K - $209K
|
4.53K
$206K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.4K+ 30.17% |
$191K - $203K
|
19K
$866K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.36K+ 9.22% |
$189K - $201K
|
51.7K
$2.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
4.17K+ 59.7% |
$181K - $192K
|
11.2K
$509K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.06K+ 28.06% |
$176K - $187K
|
18.5K
$844K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.03K+ 18.58% |
$174K - $186K
|
25.7K
$1.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.94K+ 48.85% |
$171K - $182K
|
12K
$548K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3.91KNew |
$169K - $180K
|
3.91K
$178K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.86KNew |
$167K - $178K
|
3.86K
$176K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.8K+ 7.51% |
$164K - $175K
|
54.3K
$2.48M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.77K+ 14507.69% |
$163K - $174K
|
3.8K
$173K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.4K+ 39.55% |
$147K - $157K
|
12K
$547K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.33K+ 35.86% |
$144K - $153K
|
12.6K
$575K
|