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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
649K+ 909.22% |
$29.2M - $30.6M
|
720K
$33.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
229K+ 44.31% |
$10.3M - $10.8M
|
747K
$34.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-677- 6.95% |
$30.5K - $31.9K
|
9.07K
$417K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
5.35KNew |
$241K - $252K
|
5.35K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
169K+ 263.53% |
$7.6M - $7.94M
|
232K
$10.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
8.94KNew |
$403K - $421K
|
8.94K
$412K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.81K+ 13.0% |
$127K - $133K
|
24.5K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-389K- 9.89% |
$17.5M - $18.3M
|
3.54M
$163M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-4.39K- 24.36% |
$198K - $207K
|
13.6K
$628K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-42.7K- 5.87% |
$1.93M - $2.01M
|
685K
$31.5M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-3.67K- 32.71% |
$166K - $173K
|
7.56K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-4.8K- 7.1% |
$216K - $226K
|
62.8K
$2.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-562- 2.06% |
$25.3K - $26.5K
|
26.7K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
78.3K+ 135020.69% |
$3.53M - $3.69M
|
78.4K
$3.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
548K+ 1056.13% |
$24.7M - $25.8M
|
600K
$27.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
60.7KNew |
$2.74M - $2.86M
|
60.7K
$2.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1New |
$45.1 - $47.1
|
1
$46.1
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.86K- 3.54% |
$219K - $229K
|
132K
$6.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-105K- 37.98% |
$4.72M - $4.93M
|
171K
$7.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-917- 0.21% |
$41.3K - $43.2K
|
445K
$20.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-76.8K- 4.62% |
$3.46M - $3.62M
|
1.59M
$73M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
128New |
$5.77K - $6.03K
|
128
$5.89K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-101K- 13.13% |
$4.55M - $4.75M
|
667K
$30.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-14.1K- 1.95% |
$633K - $662K
|
707K
$32.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
22K+ 1.55% |
$991K - $1.04M
|
1.44M
$66.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.22K- 16.99% |
$55.2K - $57.7K
|
5.98K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-912- 3.78% |
$41.1K - $43K
|
23.2K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
133+ 1.74% |
$5.99K - $6.26K
|
7.77K
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
13.2KNew |
$597K - $623K
|
13.2K
$609K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.4K+ 0.43% |
$514K - $537K
|
2.63M
$121M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.36K- 28.11% |
$151K - $158K
|
8.59K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
13+ 0.28% |
$586 - $612
|
4.59K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-194K- 53.51% |
$8.73M - $9.12M
|
168K
$7.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
649+ 0.25% |
$29.3K - $30.6K
|
263K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
190KNew |
$8.57M - $8.96M
|
190K
$8.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.7K+ 36.33% |
$76.8K - $80.2K
|
6.39K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.01K+ 1.46% |
$181K - $189K
|
278K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-111K- 17.37% |
$4.99M - $5.21M
|
527K
$24.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-350- 1.32% |
$15.8K - $16.5K
|
26.2K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.87K- 10.83% |
$219K - $229K
|
40.1K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-100K- 8.96% |
$4.52M - $4.72M
|
1.02M
$46.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-18.5K- 5.64% |
$836K - $873K
|
310K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.6M+ 6386.51% |
$72M - $75.2M
|
1.62M
$74.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-14- 0.16% |
$631 - $659
|
8.96K
$412K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.22K+ 11.44% |
$415K - $434K
|
89.8K
$4.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.3K+ 129.22% |
$556K - $581K
|
21.9K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
85.5K+ 6.49% |
$3.85M - $4.03M
|
1.4M
$64.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-266K- 18.13% |
$12M - $12.5M
|
1.2M
$55.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.5K- 22.73% |
$158K - $165K
|
11.9K
$549K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-9.58K- 34.85% |
$432K - $451K
|
17.9K
$824K
|