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, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
99.7KNew |
$4.47M - $4.73M
|
99.7K
$4.51M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.3K+ 36.03% |
$148K - $157K
|
12.5K
$564K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
278K+ 414.6% |
$12.4M - $13.2M
|
345K
$15.6M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
363K+ 75.0% |
$16.3M - $17.2M
|
848K
$38.3M
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5New |
$224 - $237
|
5
$226
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-2.56K- 21.19% |
$115K - $121K
|
9.52K
$430K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
312K+ 25.74% |
$14M - $14.8M
|
1.52M
$68.9M
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
110+ 13.8% |
$4.93K - $5.22K
|
907
$41K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
23K+ 64.06% |
$1.03M - $1.09M
|
59K
$2.67M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.96K- 3.96% |
$446K - $472K
|
241K
$10.9M
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
67.7K+ 10.58% |
$3.04M - $3.21M
|
708K
$32M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
817+ 10.81% |
$36.6K - $38.7K
|
8.38K
$379K
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.59% |
$44.8 - $47.4
|
171
$7.73K
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
50.4KNew |
$2.26M - $2.39M
|
50.4K
$2.28M
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.43KNew |
$198K - $210K
|
4.43K
$200K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
122New |
$5.47K - $5.79K
|
122
$5.51K
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1K- 11.37% |
$44.8K - $47.4K
|
7.8K
$352K
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.41K+ 2.95% |
$63.2K - $66.9K
|
49.1K
$2.22M
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.65K- 7.01% |
$74K - $78.2K
|
21.9K
$990K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.34M+ 355.97% |
$150M - $159M
|
4.28M
$194M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
107+ 8.84% |
$4.8K - $5.07K
|
1.32K
$59.5K
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.05K+ 7.6% |
$92.1K - $97.4K
|
29.1K
$1.31M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-973- 3.45% |
$43.6K - $46.1K
|
27.2K
$1.23M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-356K- 32.89% |
$16M - $16.9M
|
727K
$32.9M
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
46.9K+ 26.05% |
$2.1M - $2.22M
|
227K
$10.3M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-94.6K- 0.24% |
$4.24M - $4.49M
|
40M
$1.81B
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.15K+ 5.12% |
$141K - $149K
|
64.7K
$2.92M
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
11.9K+ 3.83% |
$533K - $564K
|
323K
$14.6M
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
8.25KNew |
$370K - $391K
|
8.25K
$373K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10.5K+ 100.77% |
$472K - $500K
|
21K
$949K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
426K+ 19.41% |
$19.1M - $20.2M
|
2.62M
$119M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
899K+ 12.23% |
$40.3M - $42.6M
|
8.25M
$373M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.69K+ 28.56% |
$121K - $128K
|
12.1K
$548K
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.14K+ 22.86% |
$95.7K - $101K
|
11.5K
$519K
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
189K+ 18.51% |
$8.45M - $8.94M
|
1.21M
$54.6M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
206K+ 22.5% |
$9.22M - $9.75M
|
1.12M
$50.6M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
38.9K+ 18.09% |
$1.74M - $1.85M
|
254K
$11.5M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
281+ 4.71% |
$12.6K - $13.3K
|
6.25K
$282K
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
280+ 5.54% |
$12.6K - $13.3K
|
5.33K
$241K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.81M+ 20.18% |
$81.1M - $85.8M
|
10.8M
$487M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
179K+ 81.45% |
$8.03M - $8.5M
|
399K
$18M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.27M+ 107.86% |
$56.7M - $60M
|
2.44M
$110M
|
|
Nov 13, 2024
Q3 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-29.8K- 1.64% |
$1.34M - $1.42M
|
1.79M
$80.9M
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
47.8K+ 11.64% |
$2.14M - $2.27M
|
458K
$20.7M
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
79K+ 21.57% |
$3.54M - $3.75M
|
445K
$20.1M
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
9.18KNew |
$411K - $435K
|
9.18K
$415K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3.66K- 31.29% |
$164K - $174K
|
8.05K
$364K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-106K- 31.62% |
$4.75M - $5.03M
|
229K
$10.4M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
46.2K+ 4.61% |
$2.07M - $2.19M
|
1.05M
$47.3M
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.69K+ 1.25% |
$75.8K - $80.1K
|
136K
$6.16M
|