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 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
23New |
$1.01K - $1.1K
|
23
$1.04K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
2New |
$88.2 - $96
|
2
$90.4
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
34.3K+ 36.58% |
$1.51M - $1.64M
|
128K
$5.78M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
975New |
$43K - $46.8K
|
975
$44.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.2% |
$132 - $144
|
1.48K
$66.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-600- 2.53% |
$26.5K - $28.8K
|
23.1K
$1.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-5.42KClosed |
$239K - $260K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-40.5K- 96.0% |
$1.78M - $1.94M
|
1.68K
$76.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-25- 0.5% |
$1.1K - $1.2K
|
4.99K
$225K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-1.15K- 11.74% |
$50.7K - $55.2K
|
8.65K
$391K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
267KNew |
$11.8M - $12.8M
|
267K
$12.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
3.35K+ 24.05% |
$148K - $161K
|
17.3K
$781K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
13KNew |
$575K - $626K
|
13K
$589K
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.97K- 34.34% |
$131K - $142K
|
5.67K
$256K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-277- 2.72% |
$12.2K - $13.3K
|
9.91K
$448K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.42KNew |
$283K - $308K
|
6.42K
$290K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.4K- 52.23% |
$238K - $259K
|
4.94K
$223K
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.24KNew |
$319K - $347K
|
7.24K
$327K
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-524K- 95.77% |
$23.1M - $25.1M
|
23.1K
$1.05M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
319New |
$14.1K - $15.3K
|
319
$14.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.34KNew |
$412K - $448K
|
9.34K
$422K
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
3.33KNew |
$147K - $160K
|
3.33K
$151K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-146- 11.62% |
$6.44K - $7.01K
|
1.11K
$50.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-1.02K- 22.25% |
$45K - $49K
|
3.57K
$161K
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.41K- 9.43% |
$62.3K - $67.8K
|
13.6K
$613K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.95K- 19.12% |
$218K - $237K
|
20.9K
$945K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
470New |
$20.7K - $22.6K
|
470
$21.2K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-42- 0.08% |
$1.92K - $2.08K
|
52.3K
$2.36M
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
200New |
$9.15K - $9.9K
|
200
$9.04K
|
|
|
Aug 15, 2022
Q2 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
33KNew |
$1.51M - $1.64M
|
33K
$1.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
299New |
$13.7K - $14.8K
|
299
$13.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-5.05K- 53.25% |
$231K - $250K
|
4.44K
$201K
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
25.9KNew |
$1.18M - $1.28M
|
25.9K
$1.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-4.85KClosed |
$222K - $240K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.57KNew |
$209K - $226K
|
4.57K
$207K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-16Closed |
$732 - $792
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-8.38K- 46.27% |
$383K - $415K
|
9.72K
$440K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.35KClosed |
$108K - $116K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-19KClosed |
$867K - $938K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.62KClosed |
$211K - $229K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.2KClosed |
$238K - $257K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4.21KClosed |
$192K - $208K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.01MClosed |
$183M - $199M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
36.1K+ 23.14% |
$1.65M - $1.79M
|
192K
$8.68M
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.25KClosed |
$377K - $408K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-14.2KClosed |
$651K - $704K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.93KClosed |
$134K - $145K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-8.19KClosed |
$374K - $405K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.02KNew |
$46.5K - $50.3K
|
1.02K
$46K
|
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-4.13KClosed |
$189K - $204K
|
0
$0
|
|