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 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
31.3KNew |
$1.33M - $1.45M
|
31.3K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
480KNew |
$20.5M - $22.2M
|
480K
$21.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.03K+ 13.41% |
$86.6K - $94K
|
17.2K
$777K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
152KNew |
$6.46M - $7.02M
|
152K
$6.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
8.97KNew |
$382K - $415K
|
8.97K
$405K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
13.2KNew |
$562K - $610K
|
13.2K
$597K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-682- 8.81% |
$29.1K - $31.5K
|
7.06K
$319K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8.41KNew |
$358K - $389K
|
8.41K
$380K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.43KNew |
$189K - $205K
|
4.43K
$200K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
277New |
$11.8K - $12.8K
|
277
$12.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
26.8KNew |
$1.14M - $1.24M
|
26.8K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.37K- 27.24% |
$271K - $295K
|
17K
$769K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
112New |
$4.77K - $5.18K
|
112
$5.06K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
630+ 9.92% |
$26.8K - $29.1K
|
6.98K
$316K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.31KNew |
$354K - $384K
|
8.31K
$376K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-17.5K- 14.19% |
$746K - $810K
|
106K
$4.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5New |
$213 - $231
|
5
$226
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.49K+ 807.61% |
$63.3K - $68.7K
|
1.67K
$75.5K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
59.3K+ 4.44% |
$2.53M - $2.74M
|
1.4M
$63.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
837New |
$35.7K - $38.7K
|
837
$37.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
5.71KNew |
$243K - $264K
|
5.71K
$258K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.09KNew |
$46.3K - $50.3K
|
1.09K
$49.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
593New |
$25.3K - $27.4K
|
593
$26.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
380New |
$16.2K - $17.6K
|
380
$17.2K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.34KNew |
$185K - $201K
|
4.34K
$196K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8.66KNew |
$369K - $401K
|
8.66K
$391K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-509- 96.22% |
$21.7K - $23.5K
|
20
$904
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.96K+ 34.15% |
$83.3K - $90.4K
|
7.68K
$347K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.14K- 18.02% |
$48.6K - $52.8K
|
5.2K
$235K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-113- 0.69% |
$4.81K - $5.23K
|
16.3K
$735K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.47MNew |
$62.5M - $67.9M
|
1.47M
$66.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
287New |
$12.2K - $13.3K
|
287
$13K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-42K- 48.78% |
$1.79M - $1.94M
|
44.1K
$1.99M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5.1KNew |
$217K - $236K
|
5.1K
$230K
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-613- 11.77% |
$26.1K - $28.4K
|
4.6K
$208K
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
BUY
|
- |
8.5KNew |
$362K - $393K
|
8.5K
$384K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-899Closed |
$38.3K - $41.6K
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 30.36% |
$102K - $111K
|
5.52K
$249K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
4.83KNew |
$206K - $223K
|
4.83K
$218K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.05KNew |
$44.5K - $48.3K
|
1.05K
$47.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.8K+ 23.51% |
$76.6K - $83.2K
|
9.45K
$427K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
142New |
$6.05K - $6.57K
|
142
$6.42K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
97New |
$4.13K - $4.49K
|
97
$4.38K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
600+ 18.5% |
$25.6K - $27.8K
|
3.84K
$174K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.6KNew |
$452K - $490K
|
10.6K
$479K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-964- 17.87% |
$41.1K - $44.6K
|
4.43K
$200K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
2.73KNew |
$116K - $126K
|
2.73K
$123K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6.05KNew |
$258K - $280K
|
6.05K
$273K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
15.1K+ 9.31% |
$644K - $699K
|
177K
$8.02M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
225New |
$9.59K - $10.4K
|
225
$10.2K
|