Purchases and Sales Made in Q4 2024 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 2024. 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 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
4.28M+ 4352.91% |
$193M - $202M
|
4.38M
$199M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
392KNew |
$17.7M - $18.5M
|
392K
$17.8M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
354KNew |
$16M - $16.7M
|
354K
$16.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
258KNew |
$11.6M - $12.2M
|
258K
$11.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
252KNew |
$11.4M - $11.9M
|
252K
$11.5M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
216KNew |
$9.74M - $10.2M
|
216K
$9.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
175K+ 60.08% |
$7.9M - $8.25M
|
467K
$21.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
170K+ 73.47% |
$7.65M - $7.99M
|
401K
$18.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
167KNew |
$7.51M - $7.85M
|
167K
$7.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
150K+ 52.77% |
$6.75M - $7.06M
|
434K
$19.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
126KNew |
$5.69M - $5.95M
|
126K
$5.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
121K+ 63.16% |
$5.46M - $5.7M
|
313K
$14.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
117K+ 4.56% |
$5.29M - $5.53M
|
2.69M
$122M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
113K+ 51.8% |
$5.1M - $5.33M
|
332K
$15.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
108K+ 265.07% |
$4.85M - $5.07M
|
148K
$6.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
101K+ 10.88% |
$4.54M - $4.75M
|
1.03M
$46.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
97.5K+ 3.94% |
$4.39M - $4.59M
|
2.57M
$117M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
83.6K+ 198.4% |
$3.77M - $3.94M
|
126K
$5.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
77.6K+ 5.09% |
$3.5M - $3.66M
|
1.6M
$72.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
74.6K+ 609.11% |
$3.36M - $3.51M
|
86.8K
$3.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
73.3K+ 7.38% |
$3.3M - $3.45M
|
1.07M
$48.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
72.7K+ 13.83% |
$3.28M - $3.43M
|
599K
$27.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
68.4KNew |
$3.08M - $3.22M
|
68.4K
$3.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
67.8K+ 24.65% |
$3.06M - $3.19M
|
343K
$15.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
67.8K+ 10.63% |
$3.05M - $3.19M
|
705K
$32M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
65.5KNew |
$2.95M - $3.09M
|
65.5K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
62.2KNew |
$2.8M - $2.93M
|
62.2K
$2.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
60.8KNew |
$2.74M - $2.86M
|
60.8K
$2.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
59.6K+ 27.51% |
$2.69M - $2.81M
|
276K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
58.4KNew |
$2.63M - $2.75M
|
58.4K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
55.3KNew |
$2.49M - $2.6M
|
55.3K
$2.51M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
48.7K+ 14.18% |
$2.19M - $2.29M
|
392K
$17.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
46.4KNew |
$2.09M - $2.19M
|
46.4K
$2.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
46.1K+ 3.92% |
$2.08M - $2.17M
|
1.22M
$55.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
45.6K+ 4077.91% |
$2.05M - $2.15M
|
46.7K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
45K+ 23.05% |
$2.03M - $2.12M
|
240K
$10.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
43.5K+ 33.41% |
$1.96M - $2.05M
|
174K
$7.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
41.9K+ 15.79% |
$1.89M - $1.97M
|
307K
$14M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
40.4KNew |
$1.82M - $1.9M
|
40.4K
$1.83M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
40KNew |
$1.8M - $1.88M
|
40K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
38K+ 26.03% |
$1.71M - $1.79M
|
184K
$8.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
37.3KNew |
$1.68M - $1.76M
|
37.3K
$1.69M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
33.1KNew |
$1.49M - $1.56M
|
33.1K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
32.7K+ 8.68% |
$1.47M - $1.54M
|
409K
$18.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
30.6K+ 86.7% |
$1.38M - $1.44M
|
65.8K
$2.99M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
29K+ 5.76% |
$1.31M - $1.36M
|
532K
$24.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
25.2K+ 19.54% |
$1.14M - $1.19M
|
154K
$7.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
24.7K+ 30.14% |
$1.11M - $1.16M
|
106K
$4.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
23.9K+ 32.24% |
$1.08M - $1.12M
|
97.9K
$4.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
23.7K+ 97.8% |
$1.07M - $1.11M
|
47.8K
$2.17M
|