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 13, 2021
Q2 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-13.6KClosed |
$720K - $730K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 23, 2021
Q1 2021
|
Systelligence, LLC
|
SELL
|
- |
-131KClosed |
$6.87M - $7.12M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-3.28KClosed |
$172K - $179K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-160Closed |
$8.41K - $8.72K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.53KClosed |
$80.6K - $83.5K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-396Closed |
$20.8K - $21.6K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-23.7KClosed |
$1.25M - $1.29M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-215Closed |
$11.3K - $11.7K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.31KClosed |
$68.6K - $71.2K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-12.5KClosed |
$657K - $681K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
16.5KNew |
$892K - $903K
|
16.5K
$760K
|
|
|
Feb 11, 2021
Q4 2020
|
Twin Capital Management Inc
|
SELL
|
- |
-94.7KClosed |
$5.11M - $5.17M
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.78KClosed |
$204K - $206K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.1KClosed |
$59.3K - $60.1K
|
0
$0
|
|
|
Jan 04, 2021
Q4 2020
|
Rockland Trust CO
|
SELL
|
- |
-34.7KClosed |
$1.87M - $1.9M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-13Closed |
$705 - $717
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Divergent Wealth Advisors
|
SELL
|
- |
-282KClosed |
$15.3M - $15.6M
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Lvz, Inc.
|
BUY
|
- |
28.8K+ 197.77% |
$1.56M - $1.59M
|
43.3K
$1.99M
|
|
|
Oct 26, 2020
Q3 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-55Closed |
$2.98K - $3.03K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-2.16KClosed |
$117K - $119K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-150Closed |
$7.84K - $8.15K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-35.5K- 98.19% |
$1.74M - $1.93M
|
653
$30K
|
|
|
Aug 27, 2020
Q1 2020
|
Gleason Group, Inc.
|
SELL
|
- |
-757Closed |
$37.1K - $41.1K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2.64KClosed |
$129K - $143K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-99Closed |
$4.85K - $5.38K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.29KClosed |
$259K - $287K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.4KClosed |
$72.5K - $73.6K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-550Closed |
$28.3K - $29K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.14K- 18.31% |
$58.3K - $59.9K
|
5.06K
$233K
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-951Closed |
$48.9K - $50.2K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 07, 2019
Q1 2019
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-11.8KClosed |
$583K - $599K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
51.7KNew |
$2.5M - $2.55M
|
51.7K
$2.38M
|
|
|
Feb 14, 2019
Q4 2018
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-7.87KClosed |
$381K - $388K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.53KClosed |
$124K - $125K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-282Closed |
$13.8K - $14K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-24.6KClosed |
$1.21M - $1.22M
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-68.4KClosed |
$3.35M - $3.39M
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-8.41KClosed |
$412K - $417K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-6.98KClosed |
$341K - $348K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 04, 2018
Q1 2018
|
Conning Inc.
|
SELL
|
- |
-129KClosed |
$6.39M - $6.55M
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-430Closed |
$21.8K - $22K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2New |
$102 - $102
|
2
$91.9
|
|