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 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.4K+ 22.1% |
$1.14M - $1.2M
|
140K
$6.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.6K+ 2.42% |
$473K - $501K
|
446K
$20.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
19K+ 458.43% |
$853K - $903K
|
23.2K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
452+ 2.2% |
$20.3K - $21.4K
|
21K
$948K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-13.9K- 63.87% |
$624K - $660K
|
7.87K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-644- 11.79% |
$28.9K - $30.5K
|
4.82K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.58K- 11.71% |
$71K - $75.1K
|
11.9K
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.82KNew |
$216K - $228K
|
4.82K
$218K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.7K- 1.24% |
$795K - $841K
|
1.42M
$64.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-26.1K- 16.79% |
$1.17M - $1.24M
|
129K
$5.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-344- 5.88% |
$15.4K - $16.3K
|
5.51K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
22.8KNew |
$1.02M - $1.08M
|
22.8K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
21+ 0.67% |
$941 - $996
|
3.18K
$144K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.39K- 35.02% |
$242K - $256K
|
10K
$452K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-269- 0.32% |
$12.1K - $12.8K
|
82.8K
$3.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
42+ 0.61% |
$1.88K - $1.99K
|
6.92K
$313K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
15.6K+ 31.83% |
$699K - $740K
|
64.6K
$2.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24.9K+ 95.63% |
$1.11M - $1.18M
|
50.8K
$2.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.62% |
$134 - $142
|
489
$22.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
311K+ 15.6% |
$13.9M - $14.7M
|
2.3M
$104M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5.5K+ 21.68% |
$247K - $261K
|
30.9K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
71.6K+ 16.6% |
$3.21M - $3.39M
|
503K
$22.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
13.5K+ 96.42% |
$605K - $640K
|
27.5K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
75.1K+ 17.35% |
$3.37M - $3.56M
|
508K
$23M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
73.7KNew |
$3.3M - $3.5M
|
73.7K
$3.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.63M+ 20.28% |
$297M - $315M
|
39.3M
$1.78B
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
32.2KNew |
$1.44M - $1.53M
|
32.2K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-18.2K- 28.77% |
$814K - $861K
|
45K
$2.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
684New |
$30.7K - $32.4K
|
684
$30.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-105- 1.13% |
$4.71K - $4.98K
|
9.15K
$413K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.16K+ 8.86% |
$96.8K - $102K
|
26.5K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-15K- 7.37% |
$672K - $710K
|
188K
$8.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.25KNew |
$235K - $249K
|
5.25K
$237K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-144- 1.23% |
$6.46K - $6.83K
|
11.6K
$525K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
78.9K+ 32.55% |
$3.54M - $3.74M
|
321K
$14.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
258K+ 336.34% |
$11.6M - $12.2M
|
335K
$15.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
793K+ 91.2% |
$35.6M - $37.6M
|
1.66M
$75.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
211K+ 24.27% |
$9.47M - $10M
|
1.08M
$48.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-4.28K- 1.23% |
$192K - $203K
|
344K
$15.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-142- 1.53% |
$6.37K - $6.73K
|
9.15K
$413K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
27K+ 25.2% |
$1.21M - $1.28M
|
134K
$6.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-9.39K- 34.26% |
$421K - $445K
|
18K
$814K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
12.9K+ 4.89% |
$576K - $610K
|
276K
$12.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3.63KNew |
$163K - $172K
|
3.63K
$164K
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.26K- 1.86% |
$101K - $107K
|
120K
$5.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.61K- 12.08% |
$296K - $313K
|
48.1K
$2.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
10.2K+ 43.44% |
$459K - $485K
|
33.8K
$1.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
36.7K+ 34.77% |
$1.64M - $1.74M
|
142K
$6.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.34KNew |
$195K - $206K
|
4.34K
$196K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-410- 8.22% |
$18.4K - $19.4K
|
4.58K
$207K
|