Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
23M+ 92.8% |
$981M - $1.07B
|
47.9M
$2.18B
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.29M+ 25999.51% |
$183M - $198M
|
4.31M
$196M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.42M+ 5.99% |
$146M - $158M
|
60.4M
$2.76B
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.59M+ 4109.77% |
$67.6M - $73.3M
|
1.62M
$74.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.47MNew |
$62.5M - $67.9M
|
1.47M
$66.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.11MNew |
$47.4M - $51.4M
|
1.11M
$50.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
954K+ 7.01% |
$40.6M - $44.1M
|
14.6M
$664M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
908K+ 24.39% |
$38.7M - $42M
|
4.63M
$211M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
828K+ 50.71% |
$35.3M - $38.3M
|
2.46M
$112M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
783K+ 4.0% |
$33.3M - $36.2M
|
20.4M
$928M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
698K+ 1594.53% |
$29.8M - $32.3M
|
742K
$33.8M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
691KNew |
$29.5M - $32M
|
691K
$31.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
689K+ 125.72% |
$29.4M - $31.9M
|
1.24M
$56.4M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
519KNew |
$22.1M - $24M
|
519K
$23.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
515K+ 140.17% |
$21.9M - $23.8M
|
883K
$40.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
501KNew |
$21.4M - $23.2M
|
501K
$22.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
483KNew |
$20.6M - $22.4M
|
483K
$22M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
480KNew |
$20.5M - $22.2M
|
480K
$21.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
451K+ 1536.17% |
$19.2M - $20.8M
|
480K
$21.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
434K+ 436.9% |
$18.5M - $20.1M
|
534K
$24.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
428K+ 9.64% |
$18.2M - $19.8M
|
4.87M
$222M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
375KNew |
$16M - $17.4M
|
375K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
372K+ 19.85% |
$15.9M - $17.2M
|
2.25M
$102M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
322KNew |
$13.7M - $14.9M
|
322K
$14.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
322K+ 65.66% |
$13.7M - $14.9M
|
811K
$37M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
302K+ 15.92% |
$12.9M - $14M
|
2.2M
$100M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
281KNew |
$12M - $13M
|
281K
$12.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
267K+ 7.73% |
$11.4M - $12.3M
|
3.72M
$170M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
253KNew |
$10.8M - $11.7M
|
253K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
251KNew |
$10.7M - $11.6M
|
251K
$11.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
241KNew |
$10.3M - $11.1M
|
241K
$11M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
239KNew |
$10.2M - $11M
|
239K
$10.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
226K+ 80.99% |
$9.63M - $10.5M
|
505K
$23M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
225K+ 32.97% |
$9.58M - $10.4M
|
907K
$41.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
221K+ 1976.04% |
$9.41M - $10.2M
|
232K
$10.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
212KNew |
$9.01M - $9.78M
|
212K
$9.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
188K+ 25.14% |
$8M - $8.69M
|
935K
$42.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
188K+ 45.58% |
$7.99M - $8.67M
|
599K
$27.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
182K+ 32.11% |
$7.77M - $8.43M
|
750K
$34.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
176K+ 35.3% |
$7.52M - $8.16M
|
676K
$30.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
159KNew |
$6.79M - $7.38M
|
159K
$7.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
159K+ 28.69% |
$6.78M - $7.37M
|
714K
$32.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
152KNew |
$6.46M - $7.02M
|
152K
$6.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
152KNew |
$6.46M - $7.01M
|
152K
$6.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
130KNew |
$5.55M - $6.03M
|
130K
$5.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
128K+ 52.68% |
$5.46M - $5.93M
|
371K
$16.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
126KNew |
$5.39M - $5.85M
|
126K
$5.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
123K+ 5.08% |
$5.22M - $5.67M
|
2.54M
$116M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
121KNew |
$5.15M - $5.59M
|
121K
$5.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
109KNew |
$4.66M - $5.06M
|
109K
$4.99M
|