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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.28KNew |
$145K - $150K
|
3.28K
$151K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
6.07K+ 1423.94% |
$269K - $276K
|
6.49K
$299K
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
6.13KNew |
$272K - $279K
|
6.13K
$282K
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.65K+ 11.47% |
$117K - $121K
|
25.7K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-165- 1.97% |
$7.31K - $7.52K
|
8.21K
$378K
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.96KNew |
$220K - $226K
|
4.96K
$229K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
990+ 10.42% |
$43.9K - $45.1K
|
10.5K
$483K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
180K+ 6.52% |
$7.96M - $8.19M
|
2.94M
$135M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
17New |
$753 - $775
|
17
$783
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$44.3 - $45.6
|
1
$46.1
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
6.05KNew |
$268K - $276K
|
6.05K
$279K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.82KNew |
$125K - $129K
|
2.82K
$130K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
371New |
$16.4K - $16.9K
|
371
$17.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
108KNew |
$4.79M - $4.93M
|
108K
$4.98M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-30.9K- 83.09% |
$1.37M - $1.41M
|
6.29K
$290K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1KNew |
$44.3K - $45.6K
|
1K
$46.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-154- 1.13% |
$6.82K - $7.02K
|
13.5K
$620K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.26KNew |
$144K - $149K
|
3.26K
$150K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
98.8KNew |
$4.38M - $4.5M
|
98.8K
$4.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
6.77KNew |
$300K - $308K
|
6.77K
$312K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.93K- 24.83% |
$130K - $133K
|
8.86K
$408K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
11.7KNew |
$519K - $534K
|
11.7K
$539K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
BUY
|
- |
4.84KNew |
$215K - $221K
|
4.84K
$223K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
5.41K+ 2190.69% |
$240K - $247K
|
5.66K
$261K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
31New |
$1.37K - $1.41K
|
31
$1.43K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-5.54K- 33.09% |
$245K - $252K
|
11.2K
$515K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.59K- 65.31% |
$115K - $118K
|
1.37K
$63.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.84K+ 5.58% |
$81.6K - $83.9K
|
34.8K
$1.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
195New |
$8.64K - $8.89K
|
195
$8.98K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
17.7K+ 3.09% |
$783K - $806K
|
590K
$27.2M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-564- 1.08% |
$25K - $25.7K
|
51.6K
$2.38M
|
|
| Q1 2024 | |||||||
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
73New |
$3.29K - $3.38K
|
73
$3.36K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
343New |
$15.4K - $15.9K
|
343
$15.8K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
113+ 594.74% |
$5.09K - $5.23K
|
132
$6.08K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6KNew |
$270K - $278K
|
6K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.36KNew |
$241K - $248K
|
5.36K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
5.46KNew |
$246K - $253K
|
5.46K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-100- 6.35% |
$4.5K - $4.63K
|
1.47K
$67.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
456K+ 30.07% |
$20.5M - $21.1M
|
1.97M
$90.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
900K+ 78.5% |
$40.5M - $41.6M
|
2.05M
$94.2M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
134+ 3.0% |
$6.03K - $6.2K
|
4.6K
$212K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.74K+ 46.66% |
$123K - $127K
|
8.6K
$396K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1- 50.0% |
$45 - $46.3
|
1
$46.1
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.98KNew |
$224K - $230K
|
4.98K
$229K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
171New |
$7.7K - $7.91K
|
171
$7.87K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.63K- 20.79% |
$73.4K - $75.4K
|
6.21K
$286K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
162New |
$7.29K - $7.5K
|
162
$7.46K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4.95KNew |
$223K - $229K
|
4.95K
$228K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.98K- 13.27% |
$89K - $91.4K
|
12.9K
$595K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.89KNew |
$220K - $226K
|
4.89K
$225K
|
|