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 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.9K- 4.46% |
$673K - $703K
|
320K
$14.5M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-15.9K- 6.05% |
$716K - $748K
|
247K
$11.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-17K- 19.06% |
$766K - $800K
|
72.1K
$3.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.1K- 54.26% |
$817K - $854K
|
15.3K
$695K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-18.2K- 43.41% |
$820K - $856K
|
23.7K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-19.2K- 16.79% |
$867K - $906K
|
95.4K
$4.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-24.3K- 11.63% |
$1.1M - $1.14M
|
185K
$8.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-29.9K- 47.77% |
$1.35M - $1.41M
|
32.7K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-31.5K- 20.89% |
$1.42M - $1.48M
|
119K
$5.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-32K- 38.07% |
$1.44M - $1.51M
|
52K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-39.1K- 15.41% |
$1.76M - $1.84M
|
215K
$9.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-39.8K- 1.31% |
$1.79M - $1.87M
|
3.01M
$137M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-40.3K- 29.44% |
$1.82M - $1.9M
|
96.6K
$4.39M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-41.4K- 9.29% |
$1.86M - $1.95M
|
404K
$18.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-43.6K- 7.37% |
$1.96M - $2.05M
|
548K
$24.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-44.7K- 7.47% |
$2.01M - $2.1M
|
553K
$25.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-45.1K- 19.4% |
$2.03M - $2.13M
|
187K
$8.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-45.2K- 22.64% |
$2.04M - $2.13M
|
154K
$7.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-47.7K- 34.04% |
$2.15M - $2.25M
|
92.4K
$4.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-54.3K- 18.35% |
$2.45M - $2.56M
|
241K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-54.8K- 16.37% |
$2.47M - $2.58M
|
280K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-56.7K- 41.33% |
$2.55M - $2.67M
|
80.4K
$3.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-64.5K- 17.74% |
$2.91M - $3.04M
|
299K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-68.1K- 7.1% |
$3.07M - $3.21M
|
890K
$40.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-92.3K- 11.95% |
$4.16M - $4.35M
|
680K
$30.9M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-93.3K- 11.72% |
$4.21M - $4.39M
|
703K
$31.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-97.3K- 56.41% |
$4.38M - $4.58M
|
75.2K
$3.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-99.3K- 88.97% |
$4.47M - $4.68M
|
12.3K
$559K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-113K- 18.63% |
$5.09M - $5.32M
|
493K
$22.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-128K- 12.52% |
$5.79M - $6.05M
|
897K
$40.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-128K- 20.08% |
$5.79M - $6.05M
|
511K
$23.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-141K- 13.71% |
$6.35M - $6.64M
|
886K
$40.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-142K- 20.26% |
$6.41M - $6.7M
|
560K
$25.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-156K- 21.14% |
$7.03M - $7.35M
|
582K
$26.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-165K- 7.15% |
$7.42M - $7.75M
|
2.14M
$97.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-186K- 90.46% |
$8.36M - $8.74M
|
19.6K
$889K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-187K- 19.34% |
$8.42M - $8.8M
|
780K
$35.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-220K- 18.17% |
$9.9M - $10.3M
|
989K
$44.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-233K- 7.57% |
$10.5M - $11M
|
2.84M
$129M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-435K- 13.03% |
$19.6M - $20.5M
|
2.9M
$132M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-467K- 10.11% |
$21.1M - $22M
|
4.15M
$189M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.17M- 12.12% |
$52.9M - $55.3M
|
8.51M
$387M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.6M- 12.8% |
$72.1M - $75.4M
|
10.9M
$495M
|