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 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
234+ 7.5% |
$9.97K - $10.8K
|
3.35K
$153K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
231+ 3.48% |
$9.84K - $10.7K
|
6.87K
$313K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
225New |
$9.59K - $10.4K
|
225
$10.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
217+ 3.84% |
$9.24K - $10K
|
5.86K
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
213New |
$9.07K - $9.85K
|
213
$9.71K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
192New |
$8.18K - $8.88K
|
192
$8.75K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
184+ 0.52% |
$7.84K - $8.51K
|
35.7K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
181+ 7.45% |
$7.71K - $8.37K
|
2.61K
$119K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
178+ 1.96% |
$7.58K - $8.23K
|
9.28K
$423K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
175+ 2.56% |
$7.46K - $8.09K
|
7.01K
$319K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
167New |
$7.11K - $7.72K
|
167
$7.61K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
160+ 1.47% |
$6.82K - $7.4K
|
11.1K
$504K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
148+ 1.22% |
$6.3K - $6.85K
|
12.3K
$561K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
142New |
$6.05K - $6.57K
|
142
$6.47K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
119+ 1.25% |
$5.07K - $5.5K
|
9.63K
$439K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
117New |
$4.98K - $5.41K
|
117
$5.33K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
112New |
$4.77K - $5.18K
|
112
$5.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
108New |
$4.6K - $5K
|
108
$4.92K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
105+ 2.01% |
$4.47K - $4.86K
|
5.32K
$242K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
98New |
$4.17K - $4.53K
|
98
$4.47K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
97New |
$4.13K - $4.49K
|
97
$4.42K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
82+ 1.13% |
$3.49K - $3.79K
|
7.32K
$334K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
73+ 260.71% |
$3.11K - $3.38K
|
101
$4.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
67+ 4.25% |
$2.85K - $3.1K
|
1.65K
$75K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
54+ 0.11% |
$2.3K - $2.5K
|
49.2K
$2.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
37New |
$1.58K - $1.71K
|
37
$1.69K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
34+ 7.98% |
$1.45K - $1.57K
|
460
$21K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
25+ 0.24% |
$1.07K - $1.16K
|
10.3K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
24New |
$1.02K - $1.11K
|
24
$1.09K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
15+ 0.28% |
$639 - $694
|
5.31K
$242K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13+ 3.94% |
$554 - $601
|
343
$15.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5New |
$213 - $231
|
5
$228
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.84% |
$170 - $185
|
480
$21.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 1.95% |
$128 - $139
|
157
$7.16K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 1.0% |
$85.2 - $92.5
|
202
$9.21K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2+ 0.0% |
$85.2 - $92.5
|
57K
$2.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 1.0% |
$85.2 - $92.5
|
202
$9.21K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2New |
$85.2 - $92.5
|
2
$91.2
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.18% |
$42.6 - $46.3
|
86
$3.92K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-3- 0.01% |
$128 - $139
|
28.3K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-11- 0.22% |
$469 - $509
|
5.1K
$232K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-12- 0.24% |
$511 - $555
|
5.06K
$230K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-42- 0.67% |
$1.79K - $1.94K
|
6.19K
$282K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-42- 0.61% |
$1.79K - $1.94K
|
6.85K
$312K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-51- 0.45% |
$2.17K - $2.36K
|
11.3K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-52- 0.08% |
$2.22K - $2.41K
|
62.8K
$2.86M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-55- 0.93% |
$2.34K - $2.54K
|
5.84K
$266K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-113- 40.21% |
$4.81K - $5.23K
|
168
$7.66K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-113- 0.69% |
$4.81K - $5.23K
|
16.3K
$741K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-126- 86.9% |
$5.37K - $5.83K
|
19
$866
|