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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-99.4K- 22.98% |
$4.44M - $4.6M
|
333K
$15.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-15.9K- 56.26% |
$712K - $736K
|
12.4K
$570K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.07K- 9.39% |
$92.4K - $95.6K
|
19.9K
$919K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-22K- 14.27% |
$985K - $1.02M
|
132K
$6.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.57KNew |
$115K - $119K
|
2.57K
$118K
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-21.7K- 3.13% |
$972K - $1M
|
673K
$31M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.62K- 52.86% |
$341K - $353K
|
6.8K
$313K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
52.8KNew |
$2.36M - $2.44M
|
52.8K
$2.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
57.6KNew |
$2.58M - $2.67M
|
57.6K
$2.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
113+ 2.11% |
$5.05K - $5.23K
|
5.47K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.84K- 5.41% |
$351K - $363K
|
137K
$6.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
361New |
$16.1K - $16.7K
|
361
$16.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-271- 4.62% |
$12.1K - $12.5K
|
5.6K
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
13.9KNew |
$623K - $644K
|
13.9K
$641K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-31K- 11.65% |
$1.39M - $1.43M
|
235K
$10.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.17K- 6.74% |
$231K - $239K
|
71.5K
$3.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
621+ 14.03% |
$27.8K - $28.7K
|
5.05K
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8.04K+ 15.23% |
$359K - $372K
|
60.8K
$2.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-9.78K- 52.67% |
$437K - $452K
|
8.79K
$405K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-309- 5.62% |
$13.8K - $14.3K
|
5.19K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-307- 2.95% |
$13.7K - $14.2K
|
10.1K
$466K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-427- 2.53% |
$19.1K - $19.7K
|
16.5K
$758K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
511+ 1.2% |
$22.9K - $23.6K
|
43K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
63New |
$2.82K - $2.91K
|
63
$2.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
124K+ 8.4% |
$5.54M - $5.73M
|
1.6M
$73.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-451- 8.97% |
$20.2K - $20.9K
|
4.58K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-409- 0.88% |
$18.3K - $18.9K
|
46K
$2.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.71K+ 22.31% |
$121K - $125K
|
14.8K
$683K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 480.16% |
$106K - $110K
|
2.87K
$132K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-104K- 18.59% |
$4.65M - $4.81M
|
456K
$21M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-3.12K- 36.5% |
$140K - $144K
|
5.43K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-227- 0.06% |
$10.2K - $10.5K
|
354K
$16.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
BUY
|
- |
2.76K+ 4.42% |
$123K - $127K
|
65K
$3M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
45.1K+ 1.55% |
$2.02M - $2.09M
|
2.95M
$136M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.15K- 16.78% |
$141K - $146K
|
15.6K
$719K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-114K- 16.95% |
$5.08M - $5.25M
|
557K
$25.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-20.8K- 23.64% |
$929K - $960K
|
67.1K
$3.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.13K+ 4.77% |
$140K - $145K
|
68.8K
$3.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
1.21M+ 4501.01% |
$54.3M - $56.2M
|
1.24M
$57.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.49K+ 17.81% |
$246K - $254K
|
36.3K
$1.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12New |
$537 - $555
|
12
$553
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-13.9K- 47.99% |
$623K - $645K
|
15.1K
$696K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-109- 2.8% |
$4.87K - $5.04K
|
3.78K
$174K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8.93KNew |
$399K - $413K
|
8.93K
$411K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.27M- 24.58% |
$236M - $244M
|
16.2M
$745M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
7.75K+ 6.13% |
$346K - $358K
|
134K
$6.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29.8K- 3.36% |
$1.33M - $1.38M
|
857K
$39.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
5.19KNew |
$232K - $240K
|
5.19K
$239K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-5.05K- 4.27% |
$226K - $234K
|
113K
$5.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-301K- 96.47% |
$13.5M - $13.9M
|
11K
$508K
|