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 |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.78K- 10.65% |
$171K - $175K
|
31.7K
$1.46M
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 144.67% |
$475K - $487K
|
17.8K
$820K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.59K+ 20.65% |
$207K - $212K
|
26.8K
$1.23M
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
10.7KNew |
$482K - $493K
|
10.7K
$492K
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.4KNew |
$289K - $296K
|
6.4K
$295K
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.56K+ 4.41% |
$70.4K - $72.2K
|
37K
$1.7M
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-657- 3.49% |
$29.6K - $30.4K
|
18.2K
$838K
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7.33K- 53.33% |
$331K - $339K
|
6.41K
$295K
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-4.64K- 2.7% |
$209K - $214K
|
167K
$7.69M
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-95.2K- 19.92% |
$4.29M - $4.4M
|
382K
$17.6M
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-1.56K- 12.76% |
$70.2K - $71.9K
|
10.6K
$490K
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-42.9K- 49.73% |
$1.94M - $1.99M
|
43.4K
$2M
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.08K- 8.15% |
$48.5K - $49.7K
|
12.1K
$559K
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.48KNew |
$202K - $207K
|
4.48K
$206K
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-4.14K- 2.64% |
$187K - $192K
|
153K
$7.03M
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-3.08K- 7.16% |
$139K - $142K
|
40K
$1.84M
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
7.04K+ 9.89% |
$318K - $326K
|
78.2K
$3.6M
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-19.1K- 20.01% |
$861K - $882K
|
76.3K
$3.51M
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
843+ 12.59% |
$38K - $39K
|
7.54K
$347K
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-76- 1.23% |
$3.43K - $3.51K
|
6.1K
$281K
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.67KNew |
$346K - $354K
|
7.67K
$353K
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
889+ 11.08% |
$40.1K - $41.1K
|
8.91K
$410K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
18.3K+ 18.67% |
$825K - $845K
|
116K
$5.35M
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.73K+ 15.26% |
$259K - $265K
|
43.3K
$1.99M
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
101+ 0.84% |
$4.56K - $4.67K
|
12.1K
$559K
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
563+ 5.96% |
$25.4K - $26K
|
10K
$461K
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.41K- 4.88% |
$109K - $111K
|
47K
$2.17M
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
196K+ 77.0% |
$8.85M - $9.07M
|
451K
$20.8M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-484- 5.56% |
$21.8K - $22.4K
|
8.21K
$378K
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-3.96K- 25.13% |
$179K - $183K
|
11.8K
$543K
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.31KNew |
$330K - $338K
|
7.31K
$337K
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.96K+ 23.34% |
$88.3K - $90.5K
|
10.3K
$477K
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-2.38K- 10.9% |
$107K - $110K
|
19.4K
$896K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-990- 48.48% |
$44.7K - $45.8K
|
1.05K
$48.5K
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-22- 6.59% |
$993 - $1.02K
|
312
$14.4K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-803- 6.54% |
$36.2K - $37.1K
|
11.5K
$529K
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
28.5K+ 5.21% |
$1.28M - $1.32M
|
575K
$26.5M
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-68- 0.31% |
$3.07K - $3.14K
|
21.6K
$996K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-600- 15.61% |
$27.1K - $27.7K
|
3.24K
$149K
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.92K- 18.7% |
$312K - $320K
|
30.1K
$1.39M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-9.63K- 33.57% |
$435K - $445K
|
19.1K
$878K
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-425- 0.96% |
$19.2K - $19.6K
|
44K
$2.02M
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-59- 0.7% |
$2.66K - $2.73K
|
8.36K
$385K
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.7KNew |
$302K - $310K
|
6.7K
$309K
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-554- 9.01% |
$25K - $25.6K
|
5.59K
$258K
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-21.6K- 36.44% |
$973K - $997K
|
37.6K
$1.73M
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
8.81KNew |
$398K - $407K
|
8.81K
$406K
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.05K- 6.2% |
$47.4K - $48.6K
|
15.9K
$732K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-102- 0.86% |
$4.6K - $4.72K
|
11.8K
$542K
|