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 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
5.52K+ 0.94% |
$235K - $255K
|
590K
$26.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
5.44KNew |
$232K - $251K
|
5.44K
$248K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.38KNew |
$229K - $249K
|
5.38K
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
5.34K+ 37.13% |
$227K - $247K
|
19.7K
$899K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.26K+ 1.71% |
$224K - $243K
|
312K
$14.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.19K+ 35.31% |
$221K - $240K
|
19.9K
$907K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.18K+ 43.47% |
$221K - $240K
|
17.1K
$779K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.15KNew |
$219K - $238K
|
5.15K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.1KNew |
$217K - $236K
|
5.1K
$232K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5.1KNew |
$217K - $236K
|
5.1K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.03K+ 9.62% |
$214K - $233K
|
57.3K
$2.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.02KNew |
$214K - $232K
|
5.02K
$229K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.88K+ 22.38% |
$208K - $225K
|
26.7K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
4.83KNew |
$206K - $223K
|
4.83K
$220K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.78K+ 78.45% |
$203K - $221K
|
10.9K
$495K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.71KNew |
$201K - $218K
|
4.71K
$215K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.7KNew |
$200K - $217K
|
4.7K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.66K+ 3.2% |
$199K - $216K
|
150K
$6.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.56KNew |
$194K - $211K
|
4.56K
$208K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
4.51KNew |
$192K - $209K
|
4.51K
$206K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.43KNew |
$189K - $205K
|
4.43K
$202K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.34KNew |
$185K - $201K
|
4.34K
$198K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4.33K+ 0.71% |
$184K - $200K
|
615K
$28M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.31K+ 3.84% |
$184K - $200K
|
117K
$5.32M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
3.98K+ 72.03% |
$170K - $184K
|
9.52K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.68K+ 2.03% |
$157K - $170K
|
185K
$8.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.26K+ 8.67% |
$139K - $151K
|
40.9K
$1.86M
|
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
3.17K+ 5.53% |
$135K - $146K
|
60.4K
$2.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.13K+ 37.24% |
$133K - $145K
|
11.5K
$526K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.13K+ 19.76% |
$133K - $145K
|
19K
$865K
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
3.07K+ 13.24% |
$131K - $142K
|
26.2K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.95K+ 12.42% |
$126K - $136K
|
26.7K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 11.25% |
$125K - $136K
|
29K
$1.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
2.73KNew |
$116K - $126K
|
2.73K
$124K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.57K+ 2.55% |
$109K - $119K
|
103K
$4.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.51K+ 52.45% |
$107K - $116K
|
7.29K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.41K+ 0.85% |
$103K - $111K
|
286K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.36K+ 7.35% |
$100K - $109K
|
34.4K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.33K+ 11.38% |
$99.3K - $108K
|
22.8K
$1.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
BUY
|
- |
2.33K+ 15.13% |
$99K - $108K
|
17.7K
$807K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.26K+ 27.28% |
$96.3K - $105K
|
10.6K
$481K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.25K+ 1018.55% |
$95.9K - $104K
|
2.47K
$113K
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
BUY
|
- |
2.2K+ 1.97% |
$93.7K - $102K
|
114K
$5.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.07K+ 23.91% |
$88.1K - $95.7K
|
10.7K
$489K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.03K+ 13.41% |
$86.6K - $94K
|
17.2K
$784K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.96K+ 34.15% |
$83.3K - $90.4K
|
7.68K
$350K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.88K+ 11.35% |
$80K - $86.9K
|
18.4K
$840K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.88K+ 19.12% |
$79.9K - $86.8K
|
11.7K
$533K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.8K+ 23.51% |
$76.6K - $83.2K
|
9.45K
$431K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.8K+ 14.61% |
$76.5K - $83K
|
14.1K
$642K
|