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 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.05K+ 11.88% |
$138K - $141K
|
28.8K
$1.35M
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-32K- 20.53% |
$1.44M - $1.48M
|
124K
$5.8M
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.91K- 7.14% |
$312K - $319K
|
89.8K
$4.2M
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
14.2K+ 4.71% |
$641K - $657K
|
316K
$14.8M
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-504- 1.24% |
$22.7K - $23.3K
|
40.1K
$1.88M
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
910+ 11.38% |
$41.1K - $42.1K
|
8.91K
$417K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-32- 0.17% |
$1.44K - $1.48K
|
19.2K
$901K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-813K- 1.69% |
$36.7M - $37.6M
|
47.2M
$2.21B
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-95.3K- 9.06% |
$4.3M - $4.4M
|
956K
$44.7M
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
85.8K+ 203.91% |
$3.87M - $3.96M
|
128K
$5.98M
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.9KNew |
$581K - $595K
|
12.9K
$602K
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
979+ 26.37% |
$44.2K - $45.3K
|
4.69K
$220K
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-456- 3.57% |
$20.6K - $21.1K
|
12.3K
$576K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-505- 14.39% |
$22.8K - $23.3K
|
3.01K
$141K
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-933- 1.28% |
$42.1K - $43.1K
|
72.2K
$3.38M
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-10.6K- 53.01% |
$480K - $492K
|
9.44K
$442K
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-9.92K- 22.18% |
$448K - $459K
|
34.8K
$1.63M
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2.5K+ 15.05% |
$113K - $116K
|
19.1K
$895K
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
32.5KNew |
$1.47M - $1.5M
|
32.5K
$1.52M
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
19.4K+ 16.93% |
$875K - $896K
|
134K
$6.27M
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.19K- 0.46% |
$144K - $148K
|
687K
$32.2M
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-10.7K- 9.59% |
$485K - $497K
|
101K
$4.75M
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-7.33K- 16.94% |
$331K - $339K
|
35.9K
$1.68M
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-774- 3.0% |
$34.9K - $35.8K
|
25K
$1.17M
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
77.1K+ 6.21% |
$3.48M - $3.57M
|
1.32M
$61.8M
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-89.1K- 14.7% |
$4.02M - $4.12M
|
517K
$24.2M
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-131K- 28.43% |
$5.9M - $6.05M
|
329K
$15.4M
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3.32K- 38.89% |
$150K - $153K
|
5.21K
$244K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
52.7K+ 14.35% |
$2.38M - $2.44M
|
420K
$19.7M
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
39.3KNew |
$1.77M - $1.82M
|
39.3K
$1.84M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11K+ 2.16% |
$495K - $507K
|
518K
$24.3M
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-12.2K- 34.25% |
$549K - $562K
|
23.3K
$1.09M
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-18K- 15.49% |
$812K - $832K
|
98.2K
$4.6M
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-84.2K- 16.78% |
$3.8M - $3.89M
|
418K
$19.6M
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-2.65K- 14.18% |
$119K - $122K
|
16K
$750K
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
6.27K+ 2.23% |
$283K - $290K
|
288K
$13.5M
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-187- 2.42% |
$8.44K - $8.65K
|
7.53K
$353K
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-6.63K- 13.94% |
$299K - $306K
|
40.9K
$1.91M
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-542- 3.17% |
$24.5K - $25.1K
|
16.5K
$774K
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.01KNew |
$45.6K - $46.7K
|
1.01K
$47.3K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
65.5K+ 16.3% |
$2.96M - $3.03M
|
468K
$21.9M
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-10.5K- 13.61% |
$474K - $485K
|
66.6K
$3.12M
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-13.4K- 66.93% |
$605K - $620K
|
6.63K
$310K
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.61K+ 36.47% |
$72.6K - $74.3K
|
6.02K
$282K
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
28.3K+ 12.79% |
$1.28M - $1.31M
|
250K
$11.7M
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-12.6K- 6.25% |
$569K - $583K
|
189K
$8.87M
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-12.5K- 2.85% |
$563K - $577K
|
426K
$19.9M
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-612K- 12.31% |
$27.6M - $28.3M
|
4.36M
$204M
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-73.9K- 99.03% |
$3.34M - $3.42M
|
727
$34K
|