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 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
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-46.9K- 9.24% |
$2.11M - $2.21M
|
461K
$21M
|
|
|
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
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-49.6K- 45.39% |
$2.24M - $2.34M
|
59.7K
$2.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-49.9K- 9.01% |
$2.25M - $2.35M
|
504K
$22.9M
|
|
|
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
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-77.7K- 24.21% |
$3.5M - $3.66M
|
243K
$11.1M
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-93.3K- 34.45% |
$4.21M - $4.4M
|
178K
$8.07M
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-111K- 17.37% |
$4.99M - $5.21M
|
527K
$23.9M
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-142K- 8.35% |
$6.4M - $6.69M
|
1.56M
$70.8M
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-169K- 85.87% |
$7.64M - $7.98M
|
27.9K
$1.27M
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-194K- 53.51% |
$8.73M - $9.12M
|
168K
$7.65M
|
|
|
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
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-266K- 18.13% |
$12M - $12.5M
|
1.2M
$54.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-274K- 13.43% |
$12.3M - $12.9M
|
1.77M
$80.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-312K- 67.93% |
$14.1M - $14.7M
|
147K
$6.7M
|
|
|
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
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.44M- 11.46% |
$110M - $115M
|
18.9M
$858M
|