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 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-14- 0.05% |
$606 - $646
|
28.4K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14- 6.45% |
$606 - $646
|
203
$9.26K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-17- 0.3% |
$736 - $784
|
5.63K
$257K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-18- 0.22% |
$780 - $830
|
8.12K
$370K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-31- 9.66% |
$1.34K - $1.43K
|
290
$13.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-80- 1.46% |
$3.46K - $3.69K
|
5.39K
$246K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-105- 0.42% |
$4.55K - $4.84K
|
24.9K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-165- 0.1% |
$7.15K - $7.61K
|
167K
$7.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-166- 9.28% |
$7.19K - $7.65K
|
1.62K
$74K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-174- 38.07% |
$7.54K - $8.02K
|
283
$12.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-201- 2.68% |
$8.71K - $9.27K
|
7.31K
$334K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-226- 4.32% |
$9.79K - $10.4K
|
5.01K
$229K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-229- 0.6% |
$9.92K - $10.6K
|
37.9K
$1.73M
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-296- 1.76% |
$12.8K - $13.6K
|
16.6K
$755K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-340- 0.44% |
$14.7K - $15.7K
|
77.1K
$3.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-346- 0.38% |
$15K - $16K
|
90.9K
$4.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-361- 2.26% |
$15.6K - $16.6K
|
15.6K
$713K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-370- 2.36% |
$16K - $17.1K
|
15.3K
$699K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-373Closed |
$16.2K - $17.2K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-473- 5.01% |
$20.5K - $21.8K
|
8.98K
$409K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-709- 0.75% |
$30.7K - $32.7K
|
94.4K
$4.31M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-753- 1.65% |
$32.6K - $34.7K
|
45K
$2.05M
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-758- 3.93% |
$32.8K - $35K
|
18.5K
$844K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-758- 12.13% |
$32.8K - $35K
|
5.49K
$250K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-787- 12.31% |
$34.1K - $36.3K
|
5.61K
$256K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-795- 6.33% |
$34.4K - $36.7K
|
11.8K
$536K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-803- 5.05% |
$34.8K - $37K
|
15.1K
$688K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-832- 10.9% |
$36K - $38.4K
|
6.8K
$310K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-873- 2.87% |
$37.8K - $40.3K
|
29.5K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-925- 6.25% |
$40.1K - $42.7K
|
13.9K
$633K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-970- 2.14% |
$42K - $44.7K
|
44.3K
$2.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1K- 6.25% |
$43.4K - $46.2K
|
15K
$685K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1K- 17.93% |
$43.4K - $46.2K
|
4.58K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.06K- 21.62% |
$45.8K - $48.7K
|
3.83K
$175K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-1.11K- 4.49% |
$48K - $51.1K
|
23.6K
$1.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.13K- 1.17% |
$48.9K - $52.1K
|
95.5K
$4.35M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.15K- 5.41% |
$49.6K - $52.8K
|
20K
$913K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.16K- 4.2% |
$50.4K - $53.7K
|
26.6K
$1.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.25K- 86.06% |
$54K - $57.5K
|
202
$9.21K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.25K- 94.36% |
$54.3K - $57.8K
|
75
$3.42K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.44K- 11.55% |
$62.4K - $66.4K
|
11K
$503K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-1.46K- 11.16% |
$63K - $67.1K
|
11.6K
$528K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.55K- 21.58% |
$67.2K - $71.6K
|
5.64K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.56K- 22.08% |
$67.3K - $71.7K
|
5.49K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.57K- 11.56% |
$68.1K - $72.5K
|
12K
$549K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.63K- 3.99% |
$70.4K - $75K
|
39.1K
$1.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.69K- 23.81% |
$73.2K - $78K
|
5.41K
$247K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.69K- 26.95% |
$73.2K - $78K
|
4.58K
$209K
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.83K- 5.84% |
$79.4K - $84.5K
|
29.5K
$1.35M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.91K- 37.25% |
$82.5K - $87.9K
|
3.21K
$146K
|