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 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
322New |
$14.5K - $15.2K
|
322
$14.8K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.07MNew |
$183M - $192M
|
4.07M
$187M
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
17K+ 1.94% |
$765K - $800K
|
891K
$41M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
101K+ 310.01% |
$4.53M - $4.73M
|
133K
$6.12M
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
17.4KNew |
$784K - $819K
|
17.4K
$801K
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-322- 1.22% |
$14.5K - $15.2K
|
26.1K
$1.2M
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-93.3K- 34.45% |
$4.21M - $4.4M
|
178K
$8.18M
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-62- 12.68% |
$2.79K - $2.92K
|
427
$19.7K
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-37.9K- 29.51% |
$1.71M - $1.79M
|
90.6K
$4.17M
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 1.17% |
$90.1 - $94.2
|
173
$7.97K
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.17K+ 1.72% |
$52.6K - $54.9K
|
68.8K
$3.17M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-23.1K- 49.97% |
$1.04M - $1.09M
|
23.1K
$1.06M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-274K- 13.43% |
$12.3M - $12.9M
|
1.77M
$81.3M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.69K+ 195.06% |
$392K - $409K
|
13.1K
$605K
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-46.9K- 9.24% |
$2.11M - $2.21M
|
461K
$21.2M
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.64K- 14.8% |
$119K - $124K
|
15.2K
$699K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.92K+ 57.09% |
$312K - $326K
|
19K
$877K
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-40K- 27.07% |
$1.8M - $1.89M
|
108K
$4.97M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.59M+ 12.21% |
$297M - $310M
|
60.5M
$2.79B
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.1K+ 8.63% |
$455K - $475K
|
127K
$5.85M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-16K- 4.88% |
$720K - $752K
|
312K
$14.3M
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
1.2K+ 0.97% |
$54K - $56.5K
|
125K
$5.76M
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.6K+ 1.77% |
$72.1K - $75.3K
|
92.1K
$4.24M
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
12.7KNew |
$572K - $598K
|
12.7K
$585K
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-2.38K- 10.45% |
$107K - $112K
|
20.4K
$940K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
753+ 13.55% |
$33.9K - $35.5K
|
6.31K
$291K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.61KNew |
$208K - $217K
|
4.61K
$212K
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-5.47K- 16.19% |
$246K - $258K
|
28.3K
$1.3M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.34K- 9.68% |
$286K - $299K
|
59.2K
$2.73M
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
5.37KNew |
$242K - $253K
|
5.37K
$247K
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
23.2K+ 3.38% |
$1.04M - $1.09M
|
708K
$32.6M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-49.9K- 9.01% |
$2.25M - $2.35M
|
504K
$23.2M
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
19.3KNew |
$871K - $910K
|
19.3K
$890K
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
4.91KNew |
$221K - $231K
|
4.91K
$226K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-1.25K- 33.33% |
$56.3K - $58.9K
|
2.5K
$115K
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
10.4K+ 21.36% |
$471K - $492K
|
59.4K
$2.73M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
227K+ 5.3% |
$10.2M - $10.7M
|
4.51M
$208M
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4.69KNew |
$211K - $221K
|
4.69K
$216K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-39.8K- 1.31% |
$1.79M - $1.87M
|
3.01M
$139M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
13New |
$586 - $612
|
13
$599
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-165K- 7.15% |
$7.42M - $7.75M
|
2.14M
$98.4M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.54K- 3.26% |
$160K - $167K
|
105K
$4.84M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
40.4KNew |
$1.82M - $1.9M
|
40.4K
$1.86M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
217+ 31.31% |
$9.78K - $10.2K
|
910
$41.9K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-467K- 10.11% |
$21.1M - $22M
|
4.15M
$191M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
59.6K+ 27.51% |
$2.69M - $2.81M
|
276K
$12.7M
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-2.71K- 12.69% |
$122K - $127K
|
18.6K
$857K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
37.6K+ 13.56% |
$1.7M - $1.77M
|
315K
$14.5M
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-841- 13.56% |
$37.9K - $39.6K
|
5.36K
$247K
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.27K- 0.54% |
$57.2K - $59.8K
|
234K
$10.8M
|