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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.9K+ 2.62% |
$490K - $502K
|
426K
$19.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
48+ 0.19% |
$2.17K - $2.22K
|
25.5K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.6K+ 87.73% |
$704K - $721K
|
33.4K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
334+ 0.49% |
$15.1K - $15.4K
|
69.1K
$3.24M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
3.57K+ 0.98% |
$161K - $165K
|
369K
$17.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.9K+ 2.57% |
$583K - $597K
|
515K
$24.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-104- 2.31% |
$4.69K - $4.81K
|
4.4K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.39M+ 7.04% |
$198M - $203M
|
66.8M
$3.13B
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-561- 9.93% |
$25.3K - $25.9K
|
5.09K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.58K+ 18.26% |
$297K - $304K
|
42.6K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.07K- 14.62% |
$48.1K - $49.3K
|
6.22K
$291K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-701- 0.4% |
$31.6K - $32.4K
|
177K
$8.27M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
7.25KNew |
$327K - $335K
|
7.25K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-55.6K- 8.25% |
$2.51M - $2.57M
|
619K
$29M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.7K+ 2.84% |
$528K - $541K
|
423K
$19.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-17.6K- 22.47% |
$795K - $814K
|
60.8K
$2.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.12K+ 30.69% |
$276K - $283K
|
26.1K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-290K- 6.52% |
$13.1M - $13.4M
|
4.16M
$195M
|
|
|
Aug 13, 2025
Q2 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
3.29K+ 0.2% |
$148K - $152K
|
1.67M
$78.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-20.3K- 14.05% |
$914K - $937K
|
124K
$5.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.99K- 5.16% |
$135K - $138K
|
55.1K
$2.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
264New |
$11.9K - $12.2K
|
264
$12.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-12.6K- 25.38% |
$567K - $581K
|
37K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
18.3K+ 9.38% |
$828K - $848K
|
214K
$10M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
11KNew |
$496K - $508K
|
11K
$514K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
4.66K+ 3.24% |
$210K - $215K
|
148K
$6.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
5.31KNew |
$240K - $246K
|
5.31K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
30.2K+ 2.47% |
$1.36M - $1.4M
|
1.25M
$58.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.2K+ 0.79% |
$325K - $333K
|
913K
$42.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-35.4K- 18.03% |
$1.6M - $1.64M
|
161K
$7.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-45.6K- 39.5% |
$2.06M - $2.11M
|
69.9K
$3.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.02K- 7.46% |
$91.3K - $93.5K
|
25.1K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.75K- 11.27% |
$169K - $174K
|
29.6K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 11.66% |
$53.2K - $54.5K
|
8.94K
$418K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-26.7K- 16.14% |
$1.21M - $1.24M
|
139K
$6.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-73- 0.41% |
$3.29K - $3.37K
|
17.7K
$829K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.18K+ 2.82% |
$189K - $193K
|
153K
$7.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.65K+ 4.6% |
$345K - $354K
|
174K
$8.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.34K- 16.87% |
$60.5K - $62K
|
6.61K
$309K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
150+ 2.12% |
$6.77K - $6.93K
|
7.23K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
2.97K+ 5.63% |
$134K - $137K
|
55.7K
$2.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
24.8K+ 8.42% |
$1.12M - $1.15M
|
319K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-33K- 75.03% |
$1.49M - $1.53M
|
11K
$514K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-26K- 22.59% |
$1.17M - $1.2M
|
89.2K
$4.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
828+ 4.85% |
$37.4K - $38.3K
|
17.9K
$838K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-17.2K- 21.8% |
$775K - $794K
|
61.6K
$2.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.67K- 61.41% |
$75.4K - $77.3K
|
1.05K
$49.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
92.7K+ 33.55% |
$4.18M - $4.29M
|
369K
$17.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
833+ 22.05% |
$37.6K - $38.5K
|
4.61K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.27K- 26.42% |
$103K - $105K
|
6.33K
$296K
|