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 |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-5.5KClosed |
$270K - $289K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-580Closed |
$28.5K - $30.5K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.79KClosed |
$186K - $199K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.46KClosed |
$219K - $234K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4.48KClosed |
$220K - $236K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5.48KClosed |
$269K - $288K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-299- 12.73% |
$14.7K - $15.7K
|
2.05K
$92.7K
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-5.78KClosed |
$284K - $304K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-132Closed |
$6.49K - $6.94K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-26Closed |
$1.28K - $1.37K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
381New |
$18.7K - $20K
|
381
$17.2K
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-562Closed |
$27.6K - $29.5K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-508Closed |
$25K - $26.7K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
SELL
|
- |
-468Closed |
$23K - $24.6K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Palladiem, LLC
|
SELL
|
- |
-100KClosed |
$4.93M - $5.27M
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.77KClosed |
$234K - $251K
|
0
$0
|
|
Q4 2021 | |||||||
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
482New |
$25.3K - $25.8K
|
482
$21.8K
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
211New |
$11.1K - $11.3K
|
211
$9.54K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100New |
$5.26K - $5.34K
|
100
$4.52K
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-10.2KClosed |
$534K - $543K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-576KClosed |
$30.3M - $30.8M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-7.06KClosed |
$371K - $377K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-5.91KClosed |
$311K - $316K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
SELL
|
- |
-8.29KClosed |
$436K - $443K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
SELL
|
- |
-6.09KClosed |
$320K - $325K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
38New |
$2K - $2.03K
|
38
$1.72K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-130Closed |
$6.84K - $6.95K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-878Closed |
$46.2K - $46.9K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-26.6KClosed |
$1.4M - $1.42M
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ota Financial Group L.P.
|
SELL
|
- |
-30.9KClosed |
$1.62M - $1.65M
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
14New |
$736 - $748
|
14
$633
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-44.8KClosed |
$2.36M - $2.39M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-10.2KClosed |
$534K - $543K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-33KClosed |
$1.73M - $1.76M
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
SELL
|
- |
-102KClosed |
$5.34M - $5.43M
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-25Closed |
$1.33K - $1.35K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
7.36KNew |
$392K - $397K
|
7.36K
$333K
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
133New |
$7.08K - $7.18K
|
133
$6.01K
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-156- 49.84% |
$8.3K - $8.42K
|
157
$7.1K
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-750Closed |
$39.9K - $40.5K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-9.15KClosed |
$487K - $494K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.26KNew |
$173K - $176K
|
3.26K
$147K
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
SELL
|
- |
-5.81KClosed |
$309K - $314K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-55Closed |
$2.93K - $2.97K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-146Closed |
$7.77K - $7.88K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
595New |
$31.7K - $32.1K
|
595
$26.9K
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-12.2KClosed |
$647K - $656K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50+ 17.24% |
$2.64K - $2.67K
|
340
$15.4K
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14.8KClosed |
$779K - $790K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-94KClosed |
$4.96M - $5.03M
|
0
$0
|