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 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.07K- 30.07% |
$89.6K - $95.4K
|
4.81K
$222K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-2.08K- 22.38% |
$90.3K - $96.1K
|
7.23K
$333K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.11K- 18.37% |
$91.4K - $97.3K
|
9.38K
$432K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.39K- 11.8% |
$104K - $110K
|
17.9K
$824K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.4K- 24.5% |
$104K - $111K
|
7.4K
$341K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.48K- 1.9% |
$107K - $114K
|
128K
$5.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.61K- 8.02% |
$113K - $120K
|
29.9K
$1.38M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.61K- 16.04% |
$113K - $120K
|
13.7K
$630K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.75K- 2.54% |
$119K - $127K
|
106K
$4.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.76K- 23.42% |
$120K - $127K
|
9.03K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.93K- 75.33% |
$127K - $135K
|
960
$44.2K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.98K- 19.35% |
$129K - $137K
|
12.4K
$572K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.01K- 24.27% |
$130K - $139K
|
9.38K
$432K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.19K- 3.43% |
$138K - $147K
|
89.6K
$4.13M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.26K- 2.48% |
$141K - $150K
|
128K
$5.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.41K- 25.44% |
$148K - $157K
|
10K
$460K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-3.75K- 19.81% |
$163K - $173K
|
15.2K
$700K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-4.05K- 4.3% |
$175K - $187K
|
90.2K
$4.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.21K- 12.65% |
$183K - $194K
|
29.1K
$1.34M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.89K- 1.4% |
$212K - $225K
|
344K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.1K- 8.39% |
$221K - $235K
|
55.7K
$2.56M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.14K- 48.31% |
$223K - $237K
|
5.51K
$254K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-5.26K- 13.65% |
$228K - $243K
|
33.3K
$1.53M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.64K- 7.53% |
$244K - $260K
|
69.3K
$3.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.06K- 13.0% |
$263K - $280K
|
40.6K
$1.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-6.17K- 6.94% |
$267K - $284K
|
82.7K
$3.81M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.19KClosed |
$268K - $285K
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-6.25K- 11.54% |
$271K - $288K
|
47.9K
$2.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.49K- 53.39% |
$281K - $299K
|
5.66K
$261K
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
SELL
|
- |
-6.67K- 7.0% |
$289K - $307K
|
88.6K
$4.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-6.88K- 56.99% |
$298K - $317K
|
5.19K
$239K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-7.03K- 18.97% |
$305K - $324K
|
30K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.67K- 24.1% |
$332K - $354K
|
24.2K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-7.72K- 32.3% |
$334K - $356K
|
16.2K
$745K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.02K- 13.93% |
$347K - $370K
|
49.6K
$2.28M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-8.64K- 48.13% |
$374K - $398K
|
9.31K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-8.66K- 37.88% |
$375K - $399K
|
14.2K
$654K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-9.93K- 36.07% |
$430K - $458K
|
17.6K
$810K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 22.59% |
$440K - $468K
|
34.8K
$1.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-10.2K- 14.67% |
$441K - $469K
|
59.2K
$2.73M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-10.9K- 7.84% |
$470K - $501K
|
128K
$5.87M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-10.9K- 4.73% |
$473K - $503K
|
220K
$10.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-11.1K- 8.77% |
$479K - $510K
|
115K
$5.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-11.3K- 25.84% |
$489K - $520K
|
32.4K
$1.49M
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-12.6K- 42.84% |
$544K - $580K
|
16.8K
$772K
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-13.6K- 52.47% |
$590K - $628K
|
12.3K
$568K
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-14.4K- 39.81% |
$622K - $663K
|
21.7K
$1M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-14.7K- 46.86% |
$636K - $677K
|
16.7K
$767K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-16.3K- 72.46% |
$706K - $751K
|
6.19K
$285K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-16.8K- 64.12% |
$729K - $776K
|
9.42K
$434K
|