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 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
22.2KNew |
$993K - $1.03M
|
22.2K
$1.02M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.17K+ 233.87% |
$52.2K - $54K
|
1.67K
$76.7K
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-663- 3.73% |
$29.6K - $30.7K
|
17.1K
$787K
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
11.7K+ 4.04% |
$524K - $542K
|
302K
$13.9M
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
99New |
$4.43K - $4.58K
|
99
$4.56K
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
25+ 2.27% |
$1.12K - $1.16K
|
1.12K
$51.8K
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.25K- 13.6% |
$280K - $289K
|
39.7K
$1.83M
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-55.3K- 89.0% |
$2.47M - $2.56M
|
6.84K
$315K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-5.72K- 15.94% |
$256K - $264K
|
30.1K
$1.39M
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
64+ 0.53% |
$2.86K - $2.96K
|
12K
$554K
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4.91KNew |
$219K - $227K
|
4.91K
$226K
|
|
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 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
115K+ 9.42% |
$5.15M - $5.32M
|
1.34M
$61.5M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
17.5K+ 13.38% |
$783K - $810K
|
148K
$6.83M
|
|
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
|