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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
15.1K+ 9.31% |
$644K - $699K
|
177K
$8.09M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
14.7K+ 64.72% |
$628K - $682K
|
37.5K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
14.3KNew |
$608K - $660K
|
14.3K
$650K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13.8K+ 1.25% |
$587K - $638K
|
1.12M
$50.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.3K+ 9.73% |
$567K - $615K
|
150K
$6.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
13.2KNew |
$562K - $610K
|
13.2K
$602K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
13.1KNew |
$557K - $605K
|
13.1K
$596K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.5K+ 33.47% |
$531K - $577K
|
49.7K
$2.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11.5K+ 145.42% |
$490K - $532K
|
19.4K
$884K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 2.94% |
$475K - $516K
|
391K
$17.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11.1K+ 32.83% |
$472K - $512K
|
44.8K
$2.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.6KNew |
$452K - $490K
|
10.6K
$483K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10.5KNew |
$446K - $484K
|
10.5K
$477K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10.4K+ 155.15% |
$442K - $479K
|
17K
$777K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
10.1K+ 1231.67% |
$431K - $468K
|
10.9K
$498K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10K+ 5.24% |
$427K - $464K
|
202K
$9.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
9.2KNew |
$392K - $425K
|
9.2K
$419K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
8.97KNew |
$382K - $415K
|
8.97K
$409K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.91K+ 27.7% |
$380K - $412K
|
41.1K
$1.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
8.68K+ 30.64% |
$370K - $401K
|
37K
$1.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8.66KNew |
$369K - $401K
|
8.66K
$395K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
8.65KNew |
$369K - $400K
|
8.65K
$394K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
8.54K+ 34.88% |
$364K - $395K
|
33K
$1.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
BUY
|
- |
8.5KNew |
$362K - $393K
|
8.5K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8.49KNew |
$362K - $393K
|
8.49K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.43KNew |
$359K - $390K
|
8.43K
$384K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
8.42K+ 16.43% |
$359K - $390K
|
59.7K
$2.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8.41KNew |
$358K - $389K
|
8.41K
$383K
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
8.32K+ 15.95% |
$354K - $385K
|
60.5K
$2.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.31KNew |
$354K - $384K
|
8.31K
$379K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
8.28K+ 158.7% |
$353K - $383K
|
13.5K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.98K+ 18.04% |
$340K - $369K
|
52.2K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.86KNew |
$335K - $364K
|
7.86K
$358K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
7.86K+ 3.0% |
$335K - $364K
|
270K
$12.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.16KNew |
$305K - $331K
|
7.16K
$326K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
6.99KNew |
$298K - $323K
|
6.99K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.91K+ 27.72% |
$294K - $319K
|
31.8K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
6.7K+ 19.24% |
$285K - $310K
|
41.5K
$1.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
6.57KNew |
$280K - $304K
|
6.57K
$299K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.54K+ 294.37% |
$279K - $303K
|
8.76K
$399K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
6.54K+ 0.56% |
$279K - $302K
|
1.18M
$53.6M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.2K+ 3.56% |
$264K - $287K
|
180K
$8.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
6.09K+ 2.46% |
$260K - $282K
|
253K
$11.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6.05KNew |
$258K - $280K
|
6.05K
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.96KNew |
$254K - $276K
|
5.96K
$272K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
5.94KNew |
$253K - $275K
|
5.94K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.88K+ 0.52% |
$250K - $272K
|
1.15M
$52.3M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5.76KNew |
$245K - $266K
|
5.76K
$262K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
5.71KNew |
$243K - $264K
|
5.71K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
5.67KNew |
$241K - $262K
|
5.67K
$258K
|