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 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.34K- 2.22% |
$105K - $108K
|
103K
$4.73M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-51.8K- 9.29% |
$2.32M - $2.4M
|
506K
$23.3M
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-89.2K- 57.12% |
$3.99M - $4.13M
|
67K
$3.08M
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
8.61KNew |
$385K - $398K
|
8.61K
$396K
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
403K+ 590.04% |
$18M - $18.7M
|
472K
$21.7M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.99K+ 37.9% |
$178K - $184K
|
14.5K
$669K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
37.7K+ 20.52% |
$1.69M - $1.74M
|
221K
$10.2M
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-27.9K- 23.91% |
$1.25M - $1.29M
|
88.8K
$4.09M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.59K+ 120.33% |
$340K - $351K
|
13.9K
$640K
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
24K+ 7.07% |
$1.07M - $1.11M
|
363K
$16.7M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.7K+ 1.54% |
$704K - $728K
|
1.04M
$47.7M
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.34KNew |
$194K - $201K
|
4.34K
$200K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-959K- 9.19% |
$42.9M - $44.4M
|
9.48M
$437M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-10.9K- 46.18% |
$490K - $506K
|
12.8K
$588K
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
183+ 0.79% |
$8.18K - $8.46K
|
23.4K
$1.08M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
166K+ 13.82% |
$7.43M - $7.69M
|
1.37M
$63M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
31.4KNew |
$1.4M - $1.45M
|
31.4K
$1.44M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
50K+ 3.56% |
$2.23M - $2.31M
|
1.45M
$66.9M
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
17.6KNew |
$788K - $815K
|
17.6K
$812K
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-318- 4.94% |
$14.2K - $14.7K
|
6.12K
$282K
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-253- 92.67% |
$11.3K - $11.7K
|
20
$921
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
7.19K+ 25.39% |
$321K - $332K
|
35.5K
$1.63M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.61K- 11.17% |
$296K - $306K
|
52.6K
$2.42M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-45.2K- 19.38% |
$2.02M - $2.09M
|
188K
$8.66M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
52.2K+ 16.57% |
$2.33M - $2.41M
|
367K
$16.9M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
12.6K+ 5.86% |
$564K - $584K
|
228K
$10.5M
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-64.8K- 54.8% |
$2.9M - $3M
|
53.5K
$2.46M
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-907- 12.0% |
$40.6K - $41.9K
|
6.65K
$306K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-850- 45.21% |
$38K - $39.3K
|
1.03K
$47.4K
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
218+ 0.46% |
$9.75K - $10.1K
|
47.5K
$2.19M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.25K- 1.85% |
$55.7K - $57.6K
|
65.9K
$3.04M
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
29New |
$1.3K - $1.34K
|
29
$1.34K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-3.54K- 81.78% |
$158K - $164K
|
788
$36.3K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.7KNew |
$1.15M - $1.19M
|
25.7K
$1.18M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.4K+ 9.76% |
$554K - $573K
|
139K
$6.42M
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
7.27K+ 2.03% |
$325K - $336K
|
366K
$16.8M
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.29K+ 0.85% |
$192K - $198K
|
509K
$23.4M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
23.4K+ 8.43% |
$1.05M - $1.08M
|
302K
$13.9M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7.87K+ 8.33% |
$352K - $364K
|
102K
$4.72M
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
331+ 6.18% |
$14.8K - $15.3K
|
5.69K
$262K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.67K- 81.74% |
$74.7K - $77.2K
|
373
$17.2K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
246K+ 15.77% |
$11M - $11.4M
|
1.81M
$83.3M
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-12.1K- 3.33% |
$541K - $559K
|
351K
$16.2M
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
74New |
$3.31K - $3.42K
|
74
$3.41K
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-49.7K- 7.58% |
$2.22M - $2.3M
|
606K
$27.9M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5- 9.62% |
$224 - $231
|
47
$2.16K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1.55K- 72.03% |
$69.1K - $71.5K
|
600
$27.6K
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
95+ 0.08% |
$4.25K - $4.39K
|
116K
$5.35M
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-3.05K- 0.65% |
$137K - $141K
|
470K
$21.6M
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-8.07K- 30.18% |
$361K - $373K
|
18.7K
$859K
|