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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-124- 25.15% |
$5.59K - $5.73K
|
369
$17K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.9K+ 25.93% |
$221K - $226K
|
23.8K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-77.4K- 28.63% |
$3.49M - $3.58M
|
193K
$8.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
101K+ 15.64% |
$4.58M - $4.69M
|
750K
$34.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-2.47K- 11.09% |
$111K - $114K
|
19.8K
$911K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-10.5K- 21.09% |
$474K - $486K
|
39.3K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.47KNew |
$202K - $207K
|
4.47K
$206K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-10.2K- 11.22% |
$461K - $472K
|
80.8K
$3.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-39.3K- 7.1% |
$1.77M - $1.82M
|
514K
$23.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.41K+ 11.35% |
$199K - $204K
|
43.3K
$1.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
168KNew |
$7.57M - $7.75M
|
168K
$7.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.97K- 1.45% |
$88.9K - $91.1K
|
134K
$6.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
266K+ 72.81% |
$12M - $12.3M
|
632K
$29.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-738- 0.96% |
$33.3K - $34.1K
|
76.5K
$3.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-16.3K- 8.84% |
$734K - $752K
|
168K
$7.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.11K- 4.37% |
$50.2K - $51.4K
|
24.3K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.67K+ 20.77% |
$75.1K - $77K
|
9.68K
$446K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.16K- 2.5% |
$52.2K - $53.5K
|
45.1K
$2.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
13.4KNew |
$603K - $618K
|
13.4K
$616K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.46K+ 1.57% |
$246K - $253K
|
354K
$16.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
96.4K+ 12.56% |
$4.35M - $4.46M
|
864K
$39.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.05K- 10.76% |
$183K - $187K
|
33.6K
$1.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-41.1K- 25.84% |
$1.85M - $1.9M
|
118K
$5.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-4.76K- 18.28% |
$215K - $220K
|
21.3K
$980K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
13.6KNew |
$613K - $628K
|
13.6K
$626K
|
|
|
Jul 21, 2025
Q2 2025
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
64.6K+ 8.77% |
$2.91M - $2.99M
|
801K
$36.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.25K+ 6.91% |
$102K - $104K
|
34.8K
$1.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-10- 0.16% |
$451 - $462
|
6.05K
$279K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-6.37K- 6.86% |
$288K - $295K
|
86.5K
$3.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-3.12K- 1.96% |
$141K - $144K
|
156K
$7.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.59K+ 65.8% |
$388K - $397K
|
21.7K
$997K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.77K+ 172.62% |
$125K - $128K
|
4.38K
$202K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.25K- 20.29% |
$56.3K - $57.6K
|
4.9K
$226K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.86KNew |
$219K - $224K
|
4.86K
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
10New |
$451 - $462
|
10
$461
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.04K- 7.31% |
$92.2K - $94.5K
|
25.9K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
27KNew |
$1.22M - $1.25M
|
27K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
401New |
$18.1K - $18.5K
|
401
$18.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-973- 5.33% |
$43.9K - $45K
|
17.3K
$796K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-82.4K- 4.86% |
$3.72M - $3.81M
|
1.61M
$74.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-749- 3.34% |
$33.8K - $34.6K
|
21.7K
$998K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-43.5K- 14.11% |
$1.96M - $2.01M
|
265K
$12.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-86- 1.6% |
$3.88K - $3.98K
|
5.28K
$243K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-1.48K- 22.34% |
$66.9K - $68.5K
|
5.15K
$237K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28.3K+ 0.69% |
$1.28M - $1.31M
|
4.12M
$190M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-963- 11.8% |
$43.5K - $44.5K
|
7.2K
$331K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.62K+ 3.37% |
$254K - $260K
|
172K
$7.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.33% |
$45.1 - $46.2
|
44
$2.03K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.56KNew |
$386K - $395K
|
8.56K
$394K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
18.4KNew |
$832K - $852K
|
18.4K
$849K
|