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 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.19K- 99.81% |
$189K - $198K
|
8
$364
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-4.45K- 10.77% |
$200K - $210K
|
36.9K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-4.57K- 3.34% |
$206K - $215K
|
132K
$6M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-4.62K- 34.64% |
$208K - $218K
|
8.72K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-4.71K- 2.07% |
$212K - $222K
|
223K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.02K- 26.69% |
$226K - $237K
|
13.8K
$627K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.14K- 27.29% |
$232K - $242K
|
13.7K
$623K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.2K- 18.2% |
$234K - $245K
|
23.3K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-5.47K- 16.19% |
$246K - $258K
|
28.3K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-5.49K- 9.31% |
$248K - $259K
|
53.5K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-5.78K- 8.83% |
$261K - $272K
|
59.7K
$2.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.34K- 9.68% |
$286K - $299K
|
59.2K
$2.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-6.46K- 24.65% |
$291K - $304K
|
19.7K
$898K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.59K- 12.54% |
$297K - $310K
|
46K
$2.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-7.01K- 25.05% |
$316K - $330K
|
21K
$953K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-7.45K- 13.1% |
$336K - $351K
|
49.4K
$2.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.76K- 11.2% |
$350K - $365K
|
61.5K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-7.76K- 20.12% |
$350K - $366K
|
30.8K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.98K- 5.21% |
$359K - $376K
|
145K
$6.59M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-8.35K- 15.71% |
$376K - $393K
|
44.8K
$2.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-8.6K- 16.84% |
$387K - $405K
|
42.5K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-9.39K- 46.17% |
$423K - $442K
|
10.9K
$498K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-9.58K- 34.85% |
$432K - $451K
|
17.9K
$813K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-9.72K- 4.0% |
$438K - $458K
|
233K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-10.4K- 3.21% |
$467K - $488K
|
312K
$14.2M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.4K- 14.77% |
$469K - $491K
|
60.1K
$2.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-11.6K- 5.12% |
$524K - $548K
|
215K
$9.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-11.7K- 7.8% |
$527K - $550K
|
138K
$6.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-12.4K- 2.55% |
$558K - $583K
|
473K
$21.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-12.7K- 19.42% |
$574K - $600K
|
52.8K
$2.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-13.3K- 14.87% |
$598K - $625K
|
75.9K
$3.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-13.4K- 13.78% |
$606K - $633K
|
84.1K
$3.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-14.6K- 8.4% |
$659K - $689K
|
159K
$7.25M
|
|
|
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
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-16K- 4.88% |
$720K - $752K
|
312K
$14.2M
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-23.1K- 49.97% |
$1.04M - $1.09M
|
23.1K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-24.3K- 11.63% |
$1.1M - $1.14M
|
185K
$8.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-26.1K- 18.35% |
$1.18M - $1.23M
|
116K
$5.28M
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-37.9K- 29.51% |
$1.71M - $1.79M
|
90.6K
$4.12M
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-40K- 27.07% |
$1.8M - $1.89M
|
108K
$4.9M
|