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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-57.9K- 55.77% |
$2.59M - $2.68M
|
45.9K
$2.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
62K+ 10.14% |
$2.77M - $2.87M
|
674K
$31M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.3K+ 6.46% |
$103K - $106K
|
37.9K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.37K+ 0.34% |
$61.2K - $63.3K
|
402K
$18.5M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-11.7K- 2.89% |
$522K - $540K
|
392K
$18.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.78K- 55.3% |
$437K - $452K
|
7.9K
$364K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.15K+ 15.58% |
$51.4K - $53.1K
|
8.53K
$393K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-11.5K- 59.0% |
$516K - $534K
|
8.02K
$369K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
92+ 0.24% |
$4.11K - $4.26K
|
38.4K
$1.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.53K+ 9.99% |
$158K - $163K
|
38.8K
$1.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-11.9K- 30.49% |
$530K - $548K
|
27K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.61% |
$44.7 - $46.3
|
165
$7.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-107K- 3.98% |
$4.79M - $4.95M
|
2.58M
$119M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-14.2K- 78.26% |
$634K - $655K
|
3.94K
$181K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.28K- 8.97% |
$146K - $151K
|
33.2K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-97.8K- 6.27% |
$4.37M - $4.52M
|
1.46M
$67.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.01K+ 4.73% |
$358K - $371K
|
177K
$8.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-25.2K- 5.92% |
$1.13M - $1.17M
|
400K
$18.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.84KNew |
$82.4K - $85.2K
|
1.84K
$84.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-978- 83.59% |
$43.7K - $45.2K
|
192
$8.84K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.98K- 35.67% |
$178K - $184K
|
7.18K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-745- 0.89% |
$33.3K - $34.5K
|
83.4K
$3.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.55K+ 1.13% |
$293K - $303K
|
589K
$27.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
34.1K+ 401.91% |
$1.53M - $1.58M
|
42.6K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
92.1K+ 5.75% |
$4.12M - $4.26M
|
1.69M
$78M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-504- 2.4% |
$22.5K - $23.3K
|
20.5K
$943K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
23.5K+ 9.12% |
$1.05M - $1.09M
|
282K
$13M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
54.2K+ 7.97% |
$2.42M - $2.51M
|
734K
$33.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
37.2K+ 17.61% |
$1.66M - $1.72M
|
248K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3K- 5.67% |
$134K - $139K
|
49.8K
$2.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-364- 0.23% |
$16.3K - $16.8K
|
159K
$7.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
163+ 0.25% |
$7.29K - $7.54K
|
64.8K
$2.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
65.5KNew |
$2.93M - $3.03M
|
65.5K
$3.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.05M+ 0.75% |
$47M - $48.6M
|
142M
$6.55B
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.02K- 2.23% |
$45.6K - $47.2K
|
44.7K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-595- 8.19% |
$26.6K - $27.5K
|
6.67K
$307K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
322K+ 535.92% |
$14.4M - $14.9M
|
382K
$17.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-537- 2.77% |
$24K - $24.8K
|
18.8K
$868K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-633- 2.28% |
$28.3K - $29.3K
|
27.1K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
37+ 0.31% |
$1.65K - $1.71K
|
11.9K
$547K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-70.9K- 88.05% |
$3.17M - $3.28M
|
9.63K
$443K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-14- 0.17% |
$626 - $648
|
8.2K
$378K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-23.7K- 2.64% |
$1.06M - $1.1M
|
874K
$40.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-36- 0.38% |
$1.61K - $1.67K
|
9.51K
$438K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.48K- 14.76% |
$66.2K - $68.5K
|
8.55K
$394K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-3.45K- 4.27% |
$154K - $160K
|
77.4K
$3.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
12+ 1.89% |
$537 - $555
|
647
$29.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-4.43K- 0.47% |
$198K - $205K
|
947K
$43.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
20.6K+ 80.13% |
$920K - $952K
|
46.3K
$2.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-400- 4.87% |
$17.9K - $18.5K
|
7.82K
$360K
|