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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.79K+ 70.9% |
$215K - $227K
|
11.5K
$531K
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
41New |
$1.84K - $1.94K
|
41
$1.89K
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-13.9K- 63.87% |
$624K - $660K
|
7.87K
$362K
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
32.2KNew |
$1.44M - $1.53M
|
32.2K
$1.48M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
684New |
$30.7K - $32.4K
|
684
$31.5K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.25KNew |
$235K - $249K
|
5.25K
$241K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-4.28K- 1.23% |
$192K - $203K
|
344K
$15.8M
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-410- 8.22% |
$18.4K - $19.4K
|
4.58K
$211K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
627New |
$28.1K - $29.7K
|
627
$28.8K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
43New |
$1.93K - $2.04K
|
43
$1.98K
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-162- 3.03% |
$7.26K - $7.68K
|
5.19K
$239K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
46.6K+ 12.83% |
$2.09M - $2.21M
|
410K
$18.8M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.83KNew |
$81.9K - $86.6K
|
1.83K
$84K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.95KNew |
$87.3K - $92.3K
|
1.95K
$89.5K
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
9.64KNew |
$432K - $457K
|
9.64K
$443K
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-6.42K- 44.0% |
$288K - $304K
|
8.17K
$376K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5.93K+ 36.52% |
$266K - $281K
|
22.2K
$1.02M
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-57.9K- 80.9% |
$2.59M - $2.74M
|
13.7K
$628K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
267+ 30.2% |
$12K - $12.7K
|
1.15K
$52.9K
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
14.3KNew |
$639K - $676K
|
14.3K
$655K
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.33K- 15.73% |
$104K - $110K
|
12.5K
$573K
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-596- 1.6% |
$26.7K - $28.3K
|
36.7K
$1.69M
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
648New |
$29K - $30.7K
|
648
$29.8K
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
59+ 12.45% |
$2.64K - $2.8K
|
533
$24.5K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
531New |
$23.8K - $25.2K
|
531
$24.4K
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-186- 0.46% |
$8.34K - $8.82K
|
40.7K
$1.87M
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-3.82K- 0.68% |
$171K - $181K
|
556K
$25.6M
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
655New |
$29.4K - $31.1K
|
655
$30.1K
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3.03K+ 20.3% |
$136K - $143K
|
17.9K
$824K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
147New |
$6.59K - $6.97K
|
147
$6.76K
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
944+ 17.15% |
$42.3K - $44.8K
|
6.45K
$296K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
577New |
$25.9K - $27.4K
|
577
$26.5K
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$77.3K - $81.8K
|
1.72K
$79.3K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-53K- 2.15% |
$2.38M - $2.51M
|
2.41M
$111M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
491K+ 55.76% |
$22M - $23.3M
|
1.37M
$63.1M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
21New |
$941 - $996
|
21
$966
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.63KNew |
$208K - $220K
|
4.63K
$213K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
79New |
$3.54K - $3.75K
|
79
$3.63K
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
463New |
$20.8K - $22K
|
463
$21.3K
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
SELL
|
- |
-30.4K- 33.38% |
$1.36M - $1.44M
|
60.7K
$2.79M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.87KNew |
$219K - $231K
|
4.87K
$224K
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-427- 6.33% |
$19.1K - $20.2K
|
6.32K
$291K
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
17.6KNew |
$790K - $836K
|
17.6K
$811K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
205New |
$9.19K - $9.72K
|
205
$9.43K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5.59K- 21.08% |
$250K - $265K
|
20.9K
$962K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
603New |
$27K - $28.6K
|
603
$27.7K
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.09K- 54.3% |
$228K - $241K
|
4.29K
$197K
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
489New |
$21.9K - $23.2K
|
489
$22.5K
|
|
Q2 2024 | |||||||
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-1.68K- 0.9% |
$74.3K - $76.5K
|
186K
$8.54M
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-5.04K- 30.08% |
$223K - $230K
|
11.7K
$538K
|