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 |
---|---|---|---|---|---|---|---|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.28K+ 49.69% |
$142K - $151K
|
9.88K
$455K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.18KNew |
$138K - $147K
|
3.18K
$147K
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.17KNew |
$137K - $146K
|
3.17K
$146K
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
3.12K+ 21.87% |
$135K - $144K
|
17.4K
$800K
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.08K+ 31.41% |
$133K - $142K
|
12.9K
$594K
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.05K+ 30.17% |
$132K - $141K
|
13.2K
$607K
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.03K+ 28.18% |
$131K - $140K
|
13.8K
$635K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3K+ 8.31% |
$130K - $138K
|
39.1K
$1.8M
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3K+ 10.19% |
$130K - $138K
|
32.4K
$1.49M
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
3K+ 2.59% |
$130K - $138K
|
119K
$5.46M
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.98K+ 24.17% |
$129K - $137K
|
15.3K
$705K
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.84K+ 33.94% |
$123K - $131K
|
11.2K
$517K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.83K+ 8.3% |
$122K - $130K
|
36.9K
$1.7M
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.76K+ 15.73% |
$120K - $127K
|
20.3K
$937K
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.76K+ 49.03% |
$119K - $127K
|
8.39K
$386K
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
2.68K+ 52.14% |
$116K - $124K
|
7.82K
$360K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.58K+ 17.32% |
$112K - $119K
|
17.5K
$805K
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.55K+ 44.96% |
$111K - $118K
|
8.23K
$379K
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.38K+ 6.25% |
$103K - $110K
|
40.5K
$1.87M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.26K+ 8.85% |
$98K - $104K
|
27.8K
$1.28M
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 10.22% |
$95.4K - $102K
|
23.8K
$1.09M
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
2.2K+ 45.15% |
$95.3K - $101K
|
7.07K
$326K
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
2.19K+ 7.03% |
$94.7K - $101K
|
33.3K
$1.53M
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.11K+ 3.11% |
$91.5K - $97.4K
|
70.1K
$3.23M
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.09K+ 7.73% |
$90.4K - $96.2K
|
29.1K
$1.34M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2.06KNew |
$89K - $94.8K
|
2.06K
$94.7K
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.97K+ 10.93% |
$85.4K - $90.9K
|
20K
$921K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.9KNew |
$82.2K - $87.5K
|
1.9K
$87.4K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.58K+ 34.1% |
$68.4K - $72.8K
|
6.21K
$286K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.55KNew |
$67K - $71.3K
|
1.55K
$71.2K
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.53K+ 11.15% |
$66.4K - $70.7K
|
15.3K
$704K
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.39K+ 5.69% |
$60.3K - $64.2K
|
25.9K
$1.19M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.38K+ 67.4% |
$59.6K - $63.5K
|
3.42K
$158K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.31KNew |
$56.6K - $60.3K
|
1.31K
$60.2K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.3K+ 3.2% |
$56.2K - $59.8K
|
41.8K
$1.93M
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
1.28K+ 20.38% |
$55.6K - $59.2K
|
7.58K
$349K
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
1.26K+ 11.19% |
$54.7K - $58.3K
|
12.6K
$578K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.26K+ 0.35% |
$54.4K - $57.9K
|
360K
$16.6M
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.11KNew |
$48.2K - $51.3K
|
1.11K
$51.2K
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.11KNew |
$48.2K - $51.3K
|
1.11K
$51.2K
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.05K+ 3.46% |
$45.3K - $48.2K
|
31.3K
$1.44M
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.04K+ 4.12% |
$45K - $48K
|
26.3K
$1.21M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.04KNew |
$44.9K - $47.8K
|
1.04K
$47.7K
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.01K+ 13.4% |
$43.7K - $46.5K
|
8.54K
$393K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
956+ 12.03% |
$41.4K - $44.1K
|
8.9K
$410K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
936+ 267.43% |
$40.5K - $43.2K
|
1.29K
$59.2K
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
909+ 10.77% |
$39.4K - $41.9K
|
9.35K
$431K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
853+ 54.26% |
$36.9K - $39.3K
|
2.43K
$112K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
775+ 70.07% |
$33.6K - $35.7K
|
1.88K
$86.6K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
745+ 39.4% |
$32.3K - $34.4K
|
2.64K
$121K
|