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
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
342+ 3.82% |
$15.3K - $15.8K
|
9.29K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
109+ 1.2% |
$4.87K - $5.04K
|
9.17K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
588+ 2.8% |
$26.3K - $27.2K
|
21.6K
$995K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-420- 2.4% |
$18.8K - $19.4K
|
17.1K
$786K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-11.9K- 6.74% |
$531K - $550K
|
164K
$7.57M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.21K+ 6.23% |
$144K - $149K
|
54.8K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.51KNew |
$157K - $162K
|
3.51K
$162K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-466- 5.98% |
$20.8K - $21.6K
|
7.33K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
900New |
$40.2K - $41.6K
|
900
$41.5K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.27K- 13.48% |
$56.7K - $58.6K
|
8.13K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.99K+ 18.69% |
$223K - $231K
|
31.7K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-24.2K- 1.52% |
$1.08M - $1.12M
|
1.56M
$72M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
200+ 0.2% |
$8.94K - $9.25K
|
99.4K
$4.58M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
71.2KNew |
$3.19M - $3.29M
|
71.2K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
419+ 4.92% |
$18.7K - $19.4K
|
8.94K
$412K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-11.9K- 13.09% |
$531K - $549K
|
78.8K
$3.63M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
786+ 6.67% |
$35.1K - $36.4K
|
12.6K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.72KNew |
$122K - $126K
|
2.72K
$125K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
38.3K+ 95.48% |
$1.71M - $1.77M
|
78.4K
$3.61M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.67K- 5.44% |
$432K - $447K
|
168K
$7.73M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-73- 1.53% |
$3.26K - $3.38K
|
4.7K
$216K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-24.3K- 1.94% |
$1.09M - $1.13M
|
1.23M
$56.7M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-5.47K- 17.69% |
$245K - $253K
|
25.5K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
14.2K+ 15.25% |
$633K - $655K
|
107K
$4.93M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-240K- 0.56% |
$10.7M - $11.1M
|
42.3M
$1.95B
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.62K- 18.21% |
$72.6K - $75.1K
|
7.29K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.66K- 3.92% |
$74K - $76.5K
|
40.6K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.81K+ 14.32% |
$215K - $222K
|
38.4K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.37K- 7.4% |
$61K - $63.1K
|
17.1K
$787K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-2.53K- 5.78% |
$113K - $117K
|
41.2K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-7.04K- 12.7% |
$315K - $325K
|
48.4K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.9K+ 7.68% |
$308K - $319K
|
96.7K
$4.45M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
41.9K+ 6.27% |
$1.87M - $1.94M
|
709K
$32.7M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-206K- 3.97% |
$9.2M - $9.51M
|
4.97M
$229M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4K+ 8.94% |
$179K - $185K
|
48.8K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.29K+ 30.15% |
$281K - $291K
|
27.1K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-16.4K- 13.12% |
$734K - $759K
|
109K
$5.01M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-13.4K- 0.33% |
$600K - $620K
|
4.06M
$187M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
3.33K+ 18.46% |
$149K - $154K
|
21.4K
$985K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.44K+ 0.53% |
$109K - $113K
|
460K
$21.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-254K- 8.48% |
$11.4M - $11.7M
|
2.74M
$126M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.57KNew |
$294K - $304K
|
6.57K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
119K+ 4.05% |
$5.32M - $5.5M
|
3.05M
$141M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
6.86KNew |
$307K - $317K
|
6.86K
$316K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-9.54K- 26.99% |
$426K - $441K
|
25.8K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-10.5K- 4.64% |
$469K - $485K
|
216K
$9.93M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-875- 19.07% |
$39.1K - $40.5K
|
3.71K
$171K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.5K+ 151.52% |
$67.1K - $69.4K
|
2.49K
$115K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
297K+ 46.46% |
$13.3M - $13.8M
|
938K
$43.2M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.21K+ 18.32% |
$144K - $149K
|
20.7K
$955K
|