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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
12.7K+ 27.86% |
$566K - $585K
|
58.1K
$2.67M
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.52K+ 1.64% |
$113K - $117K
|
156K
$7.18M
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
120K+ 263.38% |
$5.37M - $5.55M
|
166K
$7.63M
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-60- 0.09% |
$2.68K - $2.78K
|
65.9K
$3.03M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
34.2K+ 8.97% |
$1.53M - $1.58M
|
415K
$19.1M
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-17K- 2.4% |
$759K - $785K
|
690K
$31.8M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-423- 2.31% |
$18.9K - $19.6K
|
17.9K
$824K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-247- 51.03% |
$11K - $11.4K
|
237
$10.9K
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
23.6K+ 8.97% |
$1.06M - $1.09M
|
287K
$13.2M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-7.49K- 57.01% |
$335K - $347K
|
5.65K
$260K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
651K+ 95.1% |
$29.1M - $30.1M
|
1.34M
$61.5M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
262K+ 109.4% |
$11.7M - $12.1M
|
502K
$23.1M
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-4.53K- 1.78% |
$202K - $209K
|
250K
$11.5M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19.9KNew |
$892K - $922K
|
19.9K
$918K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
450K+ 4.33% |
$20.1M - $20.8M
|
10.9M
$500M
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.03KNew |
$46K - $47.5K
|
1.03K
$47.3K
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
33.8K+ 20.06% |
$1.51M - $1.56M
|
202K
$9.31M
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.32K- 2.28% |
$59.1K - $61.1K
|
56.7K
$2.61M
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.1K- 47.76% |
$183K - $190K
|
4.49K
$207K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
51.8K+ 11.63% |
$2.32M - $2.39M
|
497K
$22.9M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
42.4K+ 9.77% |
$1.9M - $1.96M
|
476K
$21.9M
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-3- 1.73% |
$134 - $139
|
170
$7.83K
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
5.77K+ 3.22% |
$258K - $267K
|
185K
$8.53M
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.7% |
$134 - $139
|
430
$19.8K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
124K+ 85.14% |
$5.53M - $5.72M
|
269K
$12.4M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.13M+ 5.16% |
$50.4M - $52.1M
|
23M
$1.06B
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.9KNew |
$1.56M - $1.61M
|
34.9K
$1.61M
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 0.68% |
$48.4K - $50K
|
159K
$7.32M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
25.7K+ 134.85% |
$1.15M - $1.19M
|
44.7K
$2.06M
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.79K+ 8.75% |
$79.9K - $82.6K
|
22.2K
$1.02M
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
5.17K+ 3.73% |
$231K - $239K
|
144K
$6.62M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-7.14K- 2.37% |
$319K - $330K
|
294K
$13.6M
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
24.1K+ 401.68% |
$1.08M - $1.11M
|
30.1K
$1.39M
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6.33KNew |
$283K - $293K
|
6.33K
$292K
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
48K+ 78.93% |
$2.15M - $2.22M
|
109K
$5.01M
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
84.1K+ 14.4% |
$3.76M - $3.89M
|
668K
$30.8M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
196KNew |
$8.78M - $9.08M
|
196K
$9.04M
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.97K+ 25.61% |
$401K - $415K
|
44K
$2.03M
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-104- 2.02% |
$4.65K - $4.81K
|
5.05K
$233K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.46K- 4.93% |
$378K - $391K
|
163K
$7.52M
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
13.6K+ 3.28% |
$608K - $628K
|
428K
$19.7M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
457K+ 5.79% |
$20.5M - $21.2M
|
8.36M
$385M
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
34.6K+ 34.89% |
$1.55M - $1.6M
|
134K
$6.17M
|
|
May 14, 2025
Q1 2025
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
4.67KNew |
$209K - $216K
|
4.67K
$215K
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
21.9KNew |
$982K - $1.02M
|
21.9K
$1.01M
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-7.78K- 26.91% |
$348K - $360K
|
21.1K
$973K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-636KClosed |
$28.5M - $29.4M
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.12M- 51.56% |
$50M - $51.7M
|
1.05M
$48.4M
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-67.2K- 14.04% |
$3.01M - $3.11M
|
412K
$19M
|