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 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
230+ 2.27% |
$10.4K - $10.8K
|
10.4K
$471K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
225+ 11.39% |
$10.1K - $10.6K
|
2.2K
$100K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
217+ 31.31% |
$9.78K - $10.2K
|
910
$41.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
216New |
$9.74K - $10.2K
|
216
$9.82K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
194New |
$8.74K - $9.14K
|
194
$8.82K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
176+ 1.43% |
$7.93K - $8.29K
|
12.5K
$568K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
160+ 1.99% |
$7.21K - $7.54K
|
8.22K
$373K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
143New |
$6.45K - $6.74K
|
143
$6.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
143+ 4.02% |
$6.45K - $6.74K
|
3.7K
$168K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
139+ 0.61% |
$6.26K - $6.55K
|
22.9K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
107New |
$4.82K - $5.04K
|
107
$4.86K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
75+ 1.42% |
$3.38K - $3.53K
|
5.37K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
72+ 1.59% |
$3.25K - $3.39K
|
4.59K
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
45+ 0.74% |
$2.03K - $2.12K
|
6.09K
$277K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
44+ 1.39% |
$1.98K - $2.07K
|
3.22K
$146K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
24+ 0.09% |
$1.08K - $1.13K
|
28.1K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
13New |
$586 - $612
|
13
$591
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10+ 0.05% |
$451 - $471
|
21.7K
$988K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
8+ 0.12% |
$361 - $377
|
6.58K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 1.23% |
$90.1 - $94.2
|
164
$7.45K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.14% |
$45.1 - $47.1
|
89
$4.05K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.38% |
$45.1 - $47.1
|
43
$1.95K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1- 2.17% |
$45.1 - $47.1
|
45
$2.05K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-29- 0.43% |
$1.31K - $1.37K
|
6.78K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-97- 16.41% |
$4.37K - $4.57K
|
494
$22.5K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-114- 1.08% |
$5.14K - $5.37K
|
10.5K
$476K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-142- 11.44% |
$6.4K - $6.69K
|
1.1K
$49.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-159- 4.75% |
$7.17K - $7.49K
|
3.19K
$145K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-260- 0.16% |
$11.7K - $12.2K
|
160K
$7.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-271- 0.51% |
$12.2K - $12.8K
|
52.6K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-291- 3.84% |
$13.1K - $13.7K
|
7.28K
$331K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-437- 3.17% |
$19.7K - $20.6K
|
13.4K
$608K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-445- 6.73% |
$20.1K - $21K
|
6.17K
$280K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-493- 14.3% |
$22.2K - $23.2K
|
2.95K
$134K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-573- 1.47% |
$25.8K - $27K
|
38.4K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-582- 2.13% |
$26.2K - $27.4K
|
26.7K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-612- 0.46% |
$27.6K - $28.8K
|
134K
$6.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-667- 6.98% |
$30.1K - $31.4K
|
8.89K
$404K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-701- 2.79% |
$31.6K - $33K
|
24.4K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-792- 3.15% |
$35.7K - $37.3K
|
24.4K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-830- 11.24% |
$37.4K - $39.1K
|
6.56K
$298K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-918- 0.78% |
$41.4K - $43.2K
|
117K
$5.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.01K- 14.67% |
$45.5K - $47.5K
|
5.87K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.11K- 13.05% |
$49.9K - $52.1K
|
7.38K
$335K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.22K- 33.65% |
$55.1K - $57.6K
|
2.41K
$110K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.27K- 0.54% |
$57.2K - $59.8K
|
234K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.35K- 25.82% |
$60.7K - $63.4K
|
3.87K
$176K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.38K- 3.26% |
$62K - $64.8K
|
40.8K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.44K- 7.12% |
$64.8K - $67.7K
|
18.8K
$853K
|