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 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-20.8K- 23.64% |
$929K - $960K
|
67.1K
$3.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.13K+ 4.77% |
$140K - $145K
|
68.8K
$3.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
1.21M+ 4501.01% |
$54.3M - $56.2M
|
1.24M
$57M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12New |
$537 - $555
|
12
$551
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-13.9K- 47.99% |
$623K - $645K
|
15.1K
$693K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-109- 2.8% |
$4.87K - $5.04K
|
3.78K
$173K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8.93KNew |
$399K - $413K
|
8.93K
$410K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.27M- 24.58% |
$236M - $244M
|
16.2M
$742M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
7.75K+ 6.13% |
$346K - $358K
|
134K
$6.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
5.19KNew |
$232K - $240K
|
5.19K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-5.05K- 4.27% |
$226K - $234K
|
113K
$5.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-301K- 96.47% |
$13.5M - $13.9M
|
11K
$506K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-44.4K- 89.15% |
$1.99M - $2.05M
|
5.41K
$248K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.55K+ 42.62% |
$338K - $349K
|
25.3K
$1.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-204- 0.93% |
$9.12K - $9.44K
|
21.8K
$1M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
59+ 0.87% |
$2.64K - $2.73K
|
6.84K
$314K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-16.5K- 71.79% |
$736K - $761K
|
6.47K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-1.88K- 18.73% |
$84.1K - $87K
|
8.16K
$374K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8.85KNew |
$396K - $409K
|
8.85K
$406K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
68.2K+ 103.84% |
$3.05M - $3.16M
|
134K
$6.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.33K+ 2.53% |
$59.5K - $61.5K
|
53.9K
$2.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-25.2K- 6.16% |
$1.13M - $1.17M
|
384K
$17.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.75K+ 4.24% |
$302K - $312K
|
166K
$7.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.74K- 3.98% |
$212K - $219K
|
115K
$5.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-250K- 99.31% |
$11.2M - $11.6M
|
1.74K
$79.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
891New |
$39.8K - $41.2K
|
891
$40.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.11K+ 51.08% |
$49.8K - $51.5K
|
3.29K
$151K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.59K+ 10.9% |
$161K - $166K
|
36.5K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-15.3K- 2.18% |
$686K - $709K
|
687K
$31.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
203New |
$9.08K - $9.39K
|
203
$9.32K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.53K- 9.79% |
$158K - $163K
|
32.5K
$1.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.06K+ 3.79% |
$92K - $95.1K
|
56.4K
$2.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-694- 10.16% |
$31K - $32.1K
|
6.14K
$282K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.32K- 1.83% |
$59.1K - $61.1K
|
70.8K
$3.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-630- 8.91% |
$28.2K - $29.1K
|
6.44K
$296K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
220+ 2.23% |
$9.84K - $10.2K
|
10.1K
$462K
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-4.08K- 2.68% |
$183K - $189K
|
148K
$6.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.12% |
$44.7 - $46.3
|
90
$4.13K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-734- 3.23% |
$32.8K - $33.9K
|
22K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.68K+ 13.48% |
$120K - $124K
|
22.6K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
13.7KNew |
$612K - $633K
|
13.7K
$628K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.1K- 84.21% |
$49.4K - $51.1K
|
207
$9.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-13K- 7.02% |
$580K - $600K
|
172K
$7.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
122K+ 4.76% |
$5.47M - $5.66M
|
2.69M
$124M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
44New |
$1.97K - $2.04K
|
44
$2.02K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-191K- 40.92% |
$8.54M - $8.84M
|
276K
$12.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
447+ 212.86% |
$20K - $20.7K
|
657
$30.2K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
417+ 5.23% |
$18.6K - $19.3K
|
8.39K
$385K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-1.3K- 22.31% |
$58.3K - $60.3K
|
4.54K
$208K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-629- 0.98% |
$28.1K - $29.1K
|
63.6K
$2.92M
|