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 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
698+ 29.49% |
$30.2K - $32.2K
|
3.07K
$140K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
687+ 9.82% |
$29.8K - $31.7K
|
7.68K
$350K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
676New |
$29.3K - $31.2K
|
676
$30.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
658New |
$28.5K - $30.3K
|
658
$30K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
611New |
$26.5K - $28.2K
|
611
$27.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
595New |
$25.8K - $27.4K
|
595
$27.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
535New |
$23.2K - $24.7K
|
535
$24.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
530+ 2.44% |
$23K - $24.4K
|
22.3K
$1.02M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
504New |
$21.8K - $23.2K
|
504
$23K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
488+ 8.07% |
$21.1K - $22.5K
|
6.54K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
479+ 5.06% |
$20.7K - $22.1K
|
9.95K
$454K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
445New |
$19.3K - $20.5K
|
445
$20.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
441+ 5.14% |
$19.1K - $20.3K
|
9.03K
$412K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
426New |
$18.5K - $19.6K
|
426
$19.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
400+ 6.32% |
$17.3K - $18.4K
|
6.73K
$307K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
392New |
$17K - $18.1K
|
392
$17.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
363+ 7.43% |
$15.7K - $16.7K
|
5.25K
$239K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
346New |
$15K - $16K
|
346
$15.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
268+ 3.6% |
$11.6K - $12.4K
|
7.71K
$351K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
233New |
$10.1K - $10.7K
|
233
$10.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
225New |
$9.74K - $10.4K
|
225
$10.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
183+ 3.24% |
$7.93K - $8.44K
|
5.84K
$266K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
163New |
$7.06K - $7.52K
|
163
$7.43K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
129+ 21.83% |
$5.59K - $5.95K
|
720
$32.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
128New |
$5.54K - $5.9K
|
128
$5.84K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
119New |
$5.15K - $5.49K
|
119
$5.43K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
112New |
$4.85K - $5.16K
|
112
$5.11K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
110+ 7.39% |
$4.76K - $5.07K
|
1.6K
$72.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
104+ 3.71% |
$4.5K - $4.8K
|
2.91K
$133K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
102New |
$4.42K - $4.7K
|
102
$4.65K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
98New |
$4.24K - $4.52K
|
98
$4.47K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
90New |
$3.9K - $4.15K
|
90
$4.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
85+ 0.97% |
$3.68K - $3.92K
|
8.86K
$404K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
78New |
$3.38K - $3.6K
|
78
$3.56K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
68New |
$2.95K - $3.14K
|
68
$3.1K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
68New |
$2.95K - $3.14K
|
68
$3.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
55New |
$2.38K - $2.54K
|
55
$2.51K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
32New |
$1.39K - $1.48K
|
32
$1.46K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
29New |
$1.26K - $1.34K
|
29
$1.32K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
18New |
$780 - $830
|
18
$821
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17+ 0.38% |
$736 - $784
|
4.51K
$205K
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
13+ 0.16% |
$563 - $599
|
8.29K
$378K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
7+ 0.8% |
$303 - $323
|
882
$40.2K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
5+ 0.23% |
$217 - $231
|
2.17K
$99K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
5+ 0.89% |
$217 - $231
|
569
$26K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
5+ 0.23% |
$217 - $231
|
2.17K
$99K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
1New |
$43.3 - $46.1
|
1
$45.6
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$43.3 - $46.1
|
1
$45.6
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.56% |
$43.3 - $46.1
|
40
$1.82K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2- -0.0% |
$86.6 - $92.2
|
155K
$7.07M
|