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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.27K- 0.54% |
$57.2K - $59.8K
|
234K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.52K+ 15.82% |
$114K - $119K
|
18.4K
$850K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-13.3K- 14.87% |
$598K - $625K
|
75.9K
$3.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
970+ 3.67% |
$43.7K - $45.7K
|
27.4K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
107New |
$4.82K - $5.04K
|
107
$4.93K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.9K+ 4.07% |
$311K - $325K
|
176K
$8.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-11.6K- 5.12% |
$524K - $548K
|
215K
$9.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.56K+ 1.67% |
$250K - $262K
|
339K
$15.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-573- 1.47% |
$25.8K - $27K
|
38.4K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10+ 0.05% |
$451 - $471
|
21.7K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-4.03K- 10.23% |
$182K - $190K
|
35.4K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.02K- 26.69% |
$226K - $237K
|
13.8K
$635K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
778+ 4.43% |
$35.1K - $36.6K
|
18.3K
$844K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
3.27KNew |
$147K - $154K
|
3.27K
$150K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.7K- 1.96% |
$167K - $174K
|
185K
$8.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-54.3K- 18.35% |
$2.45M - $2.56M
|
241K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
24+ 0.09% |
$1.08K - $1.13K
|
28.1K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.35K- 25.82% |
$60.7K - $63.4K
|
3.87K
$178K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
143+ 4.02% |
$6.45K - $6.74K
|
3.7K
$170K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.45KNew |
$65.4K - $68.3K
|
1.45K
$66.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
253+ 1265.0% |
$11.4K - $11.9K
|
273
$12.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
68.4KNew |
$3.08M - $3.22M
|
68.4K
$3.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.38% |
$45.1 - $47.1
|
43
$1.98K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.99K+ 67.21% |
$450K - $470K
|
24.8K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
225+ 11.39% |
$10.1K - $10.6K
|
2.2K
$101K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.98K+ 19.78% |
$134K - $140K
|
18K
$831K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.47K+ 3.82% |
$111K - $116K
|
67.1K
$3.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.02K- 18.79% |
$91.2K - $95.3K
|
8.75K
$403K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-4.57K- 3.34% |
$206K - $215K
|
132K
$6.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
18.3KNew |
$823K - $860K
|
18.3K
$840K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
216New |
$9.74K - $10.2K
|
216
$9.95K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-43.6K- 7.37% |
$1.96M - $2.05M
|
548K
$25.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.9K- 4.46% |
$673K - $703K
|
320K
$14.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
38K+ 26.03% |
$1.71M - $1.79M
|
184K
$8.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-3.36K- 21.35% |
$152K - $158K
|
12.4K
$571K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-667- 6.98% |
$30.1K - $31.4K
|
8.89K
$410K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-437- 3.17% |
$19.7K - $20.6K
|
13.4K
$616K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
72+ 1.59% |
$3.25K - $3.39K
|
4.59K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2.55K- 11.07% |
$115K - $120K
|
20.5K
$945K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-18.2K- 43.41% |
$820K - $856K
|
23.7K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
230+ 2.27% |
$10.4K - $10.8K
|
10.4K
$477K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-113K- 18.63% |
$5.09M - $5.32M
|
493K
$22.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
277+ 0.51% |
$12.5K - $13K
|
54.8K
$2.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
74.6K+ 609.11% |
$3.36M - $3.51M
|
86.8K
$4M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.72KNew |
$77.4K - $80.9K
|
1.72K
$79.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-4.62K- 34.64% |
$208K - $218K
|
8.72K
$401K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
999+ 99900.0% |
$45K - $47.1K
|
1K
$46.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
143New |
$6.45K - $6.74K
|
143
$6.59K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
4.57KNew |
$206K - $215K
|
4.57K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-187K- 19.34% |
$8.42M - $8.8M
|
780K
$35.9M
|