Latest Institutional Transactions on Ishares Core Total Usd Bond Ma (IUSB)
This table provides information on the latest institutional transactions involving Ishares Core Total Usd Bond Ma (IUSB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
6.48K+ 10.18% |
$292K - $300K
|
70.1K
$3.16M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
106KNew |
$4.79M - $4.92M
|
106K
$4.79M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
343New |
$15.4K - $15.9K
|
343
$15.4K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.41K- 17.12% |
$109K - $112K
|
11.7K
$525K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
49.7K+ 6.13% |
$2.24M - $2.3M
|
861K
$38.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.02M+ 86.69% |
$181M - $186M
|
8.65M
$390M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
406K+ 40.26% |
$18.3M - $18.8M
|
1.41M
$63.7M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.28KNew |
$328K - $337K
|
7.28K
$328K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
11.7K+ 106.87% |
$526K - $541K
|
22.6K
$1.02M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
163K+ 34.77% |
$7.35M - $7.56M
|
633K
$28.5M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-495K- 40.03% |
$22.3M - $22.9M
|
742K
$33.4M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
287K+ 64.45% |
$12.9M - $13.3M
|
733K
$33M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-11.5K- 38.91% |
$518K - $532K
|
18.1K
$813K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
113+ 594.74% |
$5.09K - $5.23K
|
132
$5.94K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.22K- 28.09% |
$99.9K - $103K
|
5.68K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.86M+ 40.25% |
$83.9M - $86.3M
|
6.5M
$292M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6KNew |
$270K - $278K
|
6K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.76K+ 23.7% |
$124K - $128K
|
14.4K
$648K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
221K+ 64.82% |
$9.97M - $10.2M
|
563K
$25.3M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
454K+ 89.78% |
$20.4M - $21M
|
959K
$43.2M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-403K- 44.45% |
$18.2M - $18.7M
|
504K
$22.7M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
249+ 0.61% |
$11.2K - $11.5K
|
41.3K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
966K+ 4.75% |
$43.5M - $44.7M
|
21.3M
$960M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.36KNew |
$241K - $248K
|
5.36K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
218K+ 113.61% |
$9.8M - $10.1M
|
409K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35.8K+ 52.01% |
$1.61M - $1.66M
|
105K
$4.71M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.56M+ 20.36% |
$70.3M - $72.3M
|
9.24M
$416M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
27.8KNew |
$1.25M - $1.29M
|
27.8K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
327K+ 43.54% |
$14.7M - $15.1M
|
1.08M
$48.5M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.73M+ 32.5% |
$213M - $219M
|
19.3M
$868M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.68K+ 1.8% |
$120K - $124K
|
151K
$6.81M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.8K+ 33.57% |
$892K - $917K
|
78.9K
$3.55M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
120K+ 112.53% |
$5.4M - $5.55M
|
227K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.2K+ 6.14% |
$999K - $1.03M
|
384K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
26.6K+ 10.07% |
$1.2M - $1.23M
|
291K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.4K- 15.8% |
$469K - $482K
|
55.5K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.1M+ 25.48% |
$49.4M - $50.8M
|
5.4M
$243M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.11M- 61.3% |
$94.8M - $97.5M
|
1.33M
$59.8M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.8KNew |
$1.12M - $1.15M
|
24.8K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 0.76% |
$639K - $657K
|
1.88M
$84.8M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
627+ 5.65% |
$28.2K - $29K
|
11.7K
$527K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6K+ 18.91% |
$270K - $278K
|
37.8K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.13K- 2.33% |
$141K - $145K
|
131K
$5.91M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-71.4K- 22.35% |
$3.21M - $3.3M
|
248K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
27.2K+ 48.47% |
$1.23M - $1.26M
|
83.4K
$3.75M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
7.38K+ 111.58% |
$332K - $341K
|
14K
$630K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
34.4KNew |
$1.55M - $1.59M
|
34.4K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
290New |
$13.1K - $13.4K
|
290
$13.1K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
49.7KNew |
$2.24M - $2.3M
|
49.7K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
5.46KNew |
$246K - $253K
|
5.46K
$246K
|
|