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 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-129- 96.27% |
$5.5K - $5.97K
|
5
$228
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-149- 1.38% |
$6.35K - $6.89K
|
10.6K
$485K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-153- 1.68% |
$6.52K - $7.08K
|
8.93K
$407K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-191- 3.14% |
$8.14K - $8.83K
|
5.9K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-191- 3.86% |
$8.14K - $8.83K
|
4.76K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-213- 0.82% |
$9.07K - $9.85K
|
25.7K
$1.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-232- 13.85% |
$9.88K - $10.7K
|
1.44K
$65.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-250- 1.9% |
$10.7K - $11.6K
|
12.9K
$590K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-258- 3.76% |
$11K - $11.9K
|
6.61K
$301K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-284- 6.02% |
$12.1K - $13.1K
|
4.43K
$202K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-300- 50.85% |
$12.8K - $13.9K
|
290
$13.2K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-303- 4.67% |
$12.9K - $14K
|
6.18K
$282K
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-312- 3.92% |
$13.3K - $14.4K
|
7.64K
$348K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-329- 4.03% |
$14K - $15.2K
|
7.84K
$357K
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-376- 3.59% |
$16K - $17.4K
|
10.1K
$460K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-378- 4.96% |
$16.1K - $17.5K
|
7.25K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-381- 1.55% |
$16.2K - $17.6K
|
24.3K
$1.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-393- 3.39% |
$16.7K - $18.2K
|
11.2K
$510K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-429- 5.97% |
$18.3K - $19.8K
|
6.75K
$308K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-433- 2.2% |
$18.4K - $20K
|
19.2K
$876K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-433- 5.07% |
$18.4K - $20K
|
8.11K
$369K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-434- 3.42% |
$18.5K - $20.1K
|
12.3K
$559K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-458- 0.42% |
$19.5K - $21.2K
|
110K
$5.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-491- 6.03% |
$20.9K - $22.7K
|
7.65K
$349K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-509- 96.22% |
$21.7K - $23.5K
|
20
$912
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-510- 6.91% |
$21.7K - $23.6K
|
6.87K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-521- 8.03% |
$22.2K - $24.1K
|
5.97K
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-543- 2.33% |
$23.1K - $25.1K
|
22.7K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-567- 10.95% |
$24.2K - $26.2K
|
4.61K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-581- 6.85% |
$24.8K - $26.9K
|
7.9K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-602- 0.08% |
$25.6K - $27.8K
|
714K
$32.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-607- 1.92% |
$25.9K - $28.1K
|
31.1K
$1.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-613- 11.77% |
$26.1K - $28.4K
|
4.6K
$209K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-658- 1.57% |
$28K - $30.4K
|
41.3K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-682- 8.81% |
$29.1K - $31.5K
|
7.06K
$322K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-722- 69.96% |
$30.8K - $33.4K
|
310
$14.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-781- 3.27% |
$33.3K - $36.1K
|
23.1K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-786- 12.65% |
$33.5K - $36.4K
|
5.43K
$247K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-788- 2.51% |
$33.6K - $36.4K
|
30.6K
$1.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-899Closed |
$38.3K - $41.6K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-913- 10.7% |
$38.9K - $42.2K
|
7.62K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-926- 82.6% |
$39.4K - $42.8K
|
195
$8.89K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-964- 17.87% |
$41.1K - $44.6K
|
4.43K
$202K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.02K- 8.87% |
$43.5K - $47.2K
|
10.5K
$478K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.04K- 50.56% |
$44.3K - $48.1K
|
1.02K
$46.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.04K- 50.56% |
$44.3K - $48.1K
|
1.02K
$46.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.07K- 3.82% |
$45.4K - $49.3K
|
26.8K
$1.22M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.08K- 12.0% |
$45.9K - $49.8K
|
7.9K
$360K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.1K- 10.63% |
$46.9K - $50.9K
|
9.25K
$422K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-1.12K- 14.06% |
$47.8K - $51.8K
|
6.85K
$312K
|