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 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.83K- 3.51% |
$82.4K - $86.1K
|
50.2K
$2.31M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-8.35K- 15.71% |
$376K - $393K
|
44.8K
$2.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-39.1K- 15.41% |
$1.76M - $1.84M
|
215K
$9.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
44+ 1.39% |
$1.98K - $2.07K
|
3.22K
$148K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
13.4KNew |
$606K - $633K
|
13.4K
$619K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.38K- 3.26% |
$62K - $64.8K
|
40.8K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.14KNew |
$51.6K - $53.9K
|
1.14K
$52.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-128K- 20.08% |
$5.79M - $6.05M
|
511K
$23.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.62KNew |
$208K - $218K
|
4.62K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
121K+ 63.16% |
$5.46M - $5.7M
|
313K
$14.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.7KNew |
$122K - $127K
|
2.7K
$124K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-5.78K- 8.83% |
$261K - $272K
|
59.7K
$2.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.55K+ 3.98% |
$385K - $403K
|
223K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-291- 3.84% |
$13.1K - $13.7K
|
7.28K
$335K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-114- 1.08% |
$5.14K - $5.37K
|
10.5K
$482K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
167KNew |
$7.51M - $7.85M
|
167K
$7.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-64.5K- 17.74% |
$2.91M - $3.04M
|
299K
$13.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
6.36K+ 2.98% |
$287K - $299K
|
220K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-9.72K- 4.0% |
$438K - $458K
|
233K
$10.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
194New |
$8.74K - $9.14K
|
194
$8.93K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
6.8K+ 5.17% |
$307K - $320K
|
138K
$6.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4.02K+ 13.24% |
$181K - $189K
|
34.4K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
150K+ 52.77% |
$6.75M - $7.06M
|
434K
$20M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.74KNew |
$78.2K - $81.7K
|
1.74K
$79.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.28K+ 14.96% |
$103K - $107K
|
17.5K
$807K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
60.8KNew |
$2.74M - $2.86M
|
60.8K
$2.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.81K+ 9.75% |
$262K - $274K
|
65.4K
$3.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
8+ 0.12% |
$361 - $377
|
6.58K
$303K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
6.04K+ 2.53% |
$272K - $284K
|
245K
$11.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
413New |
$18.6K - $19.5K
|
413
$19K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-2K- 14.98% |
$90.3K - $94.4K
|
11.4K
$524K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
12.5K+ 20.56% |
$565K - $591K
|
73.6K
$3.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-54.8K- 16.37% |
$2.47M - $2.58M
|
280K
$12.9M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
767New |
$34.6K - $36.1K
|
767
$35.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.64K+ 4.0% |
$164K - $171K
|
94.5K
$4.35M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
540New |
$24.3K - $25.4K
|
540
$24.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-493- 14.3% |
$22.2K - $23.2K
|
2.95K
$136K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
22.9K+ 621.6% |
$1.03M - $1.08M
|
26.6K
$1.23M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
216KNew |
$9.74M - $10.2M
|
216K
$9.96M
|
|
| Q3 2024 | |||||||
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.01K- 77.37% |
$45.4K - $48K
|
296
$13.6K
|
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
6.83K+ 49.71% |
$306K - $324K
|
20.6K
$947K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.22K- 13.73% |
$54.9K - $58K
|
7.69K
$354K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
8.26K+ 74.17% |
$370K - $392K
|
19.4K
$893K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-30.2K- 17.42% |
$1.36M - $1.43M
|
143K
$6.6M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
35.2K+ 145.69% |
$1.58M - $1.67M
|
59.3K
$2.73M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
135K+ 100.18% |
$6.06M - $6.41M
|
270K
$12.4M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
591+ 168.38% |
$26.5K - $28K
|
942
$43.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.08KNew |
$48.6K - $51.4K
|
1.08K
$49.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.2K+ 111.04% |
$413K - $436K
|
17.5K
$806K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-753- 3.43% |
$33.8K - $35.7K
|
21.2K
$977K
|
|