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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
107+ 2.94% |
$4.8K - $5.07K
|
3.75K
$170K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
286+ 34.38% |
$12.8K - $13.6K
|
1.12K
$50.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
13.7K+ 36.78% |
$616K - $651K
|
51.1K
$2.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
17K+ 12.71% |
$762K - $806K
|
151K
$6.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-28- 0.2% |
$1.26K - $1.33K
|
13.8K
$624K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-48.8K- 1.86% |
$2.19M - $2.31M
|
2.57M
$116M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
56.2K+ 19.46% |
$2.52M - $2.66M
|
345K
$15.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.32K- 7.14% |
$373K - $395K
|
108K
$4.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
114K+ 69.36% |
$5.09M - $5.39M
|
277K
$12.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.49K+ 18.42% |
$380K - $402K
|
54.6K
$2.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
20.3K+ 11.35% |
$912K - $965K
|
200K
$9.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.05K+ 24.02% |
$137K - $145K
|
15.8K
$712K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.17K+ 14.94% |
$411K - $435K
|
70.5K
$3.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-564- 1.94% |
$25.3K - $26.7K
|
28.5K
$1.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$77.3K - $81.8K
|
1.72K
$77.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.67K- 14.18% |
$75K - $79.3K
|
10.1K
$458K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-193- 6.04% |
$8.65K - $9.15K
|
3K
$136K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
44.2K+ 17.56% |
$1.98M - $2.09M
|
296K
$13.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
220K+ 14.87% |
$9.87M - $10.4M
|
1.7M
$76.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
99.9KNew |
$4.48M - $4.74M
|
99.9K
$4.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.7K+ 55.25% |
$527K - $557K
|
33K
$1.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
12.7K+ 10.92% |
$567K - $600K
|
129K
$5.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.67K+ 447.72% |
$74.9K - $79.2K
|
2.04K
$92.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-26- 1.63% |
$1.17K - $1.23K
|
1.57K
$70.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
4.02K+ 18.12% |
$180K - $191K
|
26.2K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.97K+ 98.47% |
$223K - $236K
|
10K
$452K
|
|
|
Oct 21, 2024
Q3 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
36.6K+ 6.1% |
$1.64M - $1.74M
|
637K
$28.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
2.44K+ 2.12% |
$109K - $116K
|
118K
$5.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 16.32% |
$86K - $91K
|
9.84K
$445K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
954K+ 44.97% |
$42.8M - $45.2M
|
3.07M
$139M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
19.9K+ 5.0% |
$894K - $946K
|
419K
$18.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
125K+ 13.89% |
$5.61M - $5.93M
|
1.03M
$46.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
498K+ 14.52% |
$22.3M - $23.6M
|
3.93M
$178M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-53K- 2.15% |
$2.38M - $2.51M
|
2.41M
$109M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
491K+ 55.76% |
$22M - $23.3M
|
1.37M
$62M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
21New |
$941 - $996
|
21
$949
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.62% |
$44.8 - $47.4
|
162
$7.32K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
39+ 0.25% |
$1.75K - $1.85K
|
15.4K
$697K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.63KNew |
$208K - $220K
|
4.63K
$209K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-2.06K- 5.51% |
$92.2K - $97.5K
|
35.3K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
62.9K+ 5.77% |
$2.82M - $2.98M
|
1.15M
$52.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-4.58K- 8.08% |
$205K - $217K
|
52.1K
$2.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.27K- 16.06% |
$102K - $107K
|
11.8K
$535K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.49K+ 18.39% |
$66.6K - $70.4K
|
9.56K
$432K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
150K+ 23.12% |
$6.7M - $7.09M
|
796K
$36M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
110+ 6.56% |
$4.93K - $5.22K
|
1.79K
$80.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
79New |
$3.54K - $3.75K
|
79
$3.57K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.36K+ 237.98% |
$106K - $112K
|
3.35K
$151K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-38.7K- 4.01% |
$1.73M - $1.83M
|
926K
$41.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
73.6K+ 28.15% |
$3.3M - $3.49M
|
335K
$15.1M
|