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
|
Concorde Asset Management, LLC
|
BUY
|
- |
31.6K+ 44.83% |
$1.42M - $1.5M
|
102K
$4.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.77K+ 4.95% |
$79.2K - $83.8K
|
37.5K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
65.5KNew |
$2.94M - $3.11M
|
65.5K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.38K+ 17.18% |
$420K - $445K
|
63.9K
$2.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.68K+ 39.06% |
$120K - $127K
|
9.55K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-29.7K- 3.96% |
$1.33M - $1.41M
|
721K
$32.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
107K+ 20.0% |
$4.78M - $5.06M
|
640K
$28.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.13K- 6.59% |
$50.4K - $53.3K
|
15.9K
$721K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
123+ 1.93% |
$5.51K - $5.83K
|
6.5K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.52K+ 37.22% |
$158K - $167K
|
13K
$587K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-2.38K- 4.63% |
$107K - $113K
|
48.9K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
869K+ 4.43% |
$39M - $41.2M
|
20.5M
$926M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.15K- 39.94% |
$141K - $149K
|
4.73K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
589K+ 11.21% |
$26.4M - $27.9M
|
5.85M
$264M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
79.3K+ 19.54% |
$3.56M - $3.76M
|
485K
$21.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
46.7K+ 29.91% |
$2.09M - $2.21M
|
203K
$9.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
7.28K+ 5.11% |
$327K - $345K
|
150K
$6.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.7K- 11.56% |
$121K - $128K
|
20.7K
$935K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
409+ 4.78% |
$18.3K - $19.4K
|
8.97K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
12.9K+ 4.87% |
$576K - $609K
|
277K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-8.52K- 4.43% |
$382K - $404K
|
184K
$8.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
709+ 5.41% |
$31.8K - $33.6K
|
13.8K
$625K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-60.6K- 85.33% |
$2.72M - $2.87M
|
10.4K
$471K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-53.9K- 41.66% |
$2.42M - $2.56M
|
75.5K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
254K+ 49.4% |
$11.4M - $12M
|
768K
$34.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
35.8K+ 590.68% |
$1.61M - $1.7M
|
41.9K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
21.9K+ 170.51% |
$981K - $1.04M
|
34.7K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-650- 4.06% |
$29.1K - $30.8K
|
15.4K
$694K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-185K- 89.53% |
$8.3M - $8.78M
|
21.7K
$979K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
167+ 2.09% |
$7.49K - $7.92K
|
8.15K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
387K+ 10.79% |
$17.3M - $18.3M
|
3.97M
$180M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.09K+ 119.66% |
$363K - $384K
|
14.9K
$672K
|
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
11.8KNew |
$528K - $558K
|
11.8K
$532K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-12.8K- 4.49% |
$572K - $605K
|
272K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
172K+ 58.07% |
$7.71M - $8.15M
|
468K
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.79K+ 70.9% |
$215K - $227K
|
11.5K
$522K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
16.8K+ 45.1% |
$754K - $797K
|
54.1K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
588+ 4.95% |
$26.4K - $27.9K
|
12.5K
$563K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.35K+ 25.38% |
$240K - $254K
|
26.4K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.96M+ 3.77% |
$87.8M - $92.8M
|
53.9M
$2.44B
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-886- 16.59% |
$39.7K - $42K
|
4.45K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.49K- 1.05% |
$201K - $213K
|
425K
$19.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
41New |
$1.84K - $1.94K
|
41
$1.85K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
5.26K+ 34.85% |
$236K - $249K
|
20.3K
$919K
|
|
|
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
|