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 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
105K+ 18.73% |
$4.7M - $4.97M
|
664K
$30M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
36.6K+ 27.42% |
$1.64M - $1.73M
|
170K
$7.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-312K- 48.68% |
$14M - $14.8M
|
329K
$14.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
206+ 4.72% |
$9.23K - $9.77K
|
4.58K
$207K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.21K+ 8.22% |
$144K - $152K
|
42.2K
$1.91M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.34K+ 18.42% |
$105K - $111K
|
15.1K
$681K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
16.7K+ 8.46% |
$751K - $794K
|
215K
$9.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
13.5KNew |
$603K - $638K
|
13.5K
$608K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
216K+ 17.21% |
$9.67M - $10.2M
|
1.47M
$66.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
8.49K+ 57.36% |
$380K - $402K
|
23.3K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.75K+ 28.12% |
$123K - $130K
|
12.5K
$566K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.95KNew |
$87.3K - $92.3K
|
1.95K
$88K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
9.64KNew |
$432K - $457K
|
9.64K
$436K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
13.5K+ 1.03% |
$604K - $639K
|
1.32M
$59.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.8K- 17.63% |
$665K - $703K
|
69.3K
$3.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-140- 0.26% |
$6.28K - $6.64K
|
52.8K
$2.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-140- 1.12% |
$6.28K - $6.64K
|
12.3K
$557K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
234K+ 27077.69% |
$10.5M - $11.1M
|
235K
$10.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
81+ 0.79% |
$3.63K - $3.84K
|
10.4K
$468K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-6.42K- 44.0% |
$288K - $304K
|
8.17K
$369K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
62.4K+ 7.47% |
$2.8M - $2.96M
|
899K
$40.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
219+ 18.22% |
$9.82K - $10.4K
|
1.42K
$64.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.08M+ 20.72% |
$183M - $193M
|
23.8M
$1.07B
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5.93K+ 36.52% |
$266K - $281K
|
22.2K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
377KNew |
$16.9M - $17.9M
|
377K
$17M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-241- 1.36% |
$10.8K - $11.4K
|
17.5K
$793K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-853- 7.53% |
$38.2K - $40.4K
|
10.5K
$473K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-76.1K- 14.17% |
$3.41M - $3.61M
|
461K
$20.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
644K+ 23.92% |
$28.9M - $30.6M
|
3.34M
$151M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 13.88% |
$57.1K - $60.4K
|
10.4K
$472K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.66K+ 7.86% |
$74.5K - $78.8K
|
22.8K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
431+ 7.47% |
$19.3K - $20.4K
|
6.2K
$280K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-92- 0.33% |
$4.12K - $4.36K
|
28.1K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-862- 4.86% |
$38.6K - $40.9K
|
16.9K
$763K
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-57.9K- 80.9% |
$2.59M - $2.74M
|
13.7K
$617K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
23.1K+ 20.31% |
$1.04M - $1.1M
|
137K
$6.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
13+ 0.3% |
$583 - $616
|
4.35K
$197K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.26K+ 34.99% |
$325K - $344K
|
28K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.5K+ 9.52% |
$381K - $403K
|
97.7K
$4.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.47K+ 3742.42% |
$111K - $117K
|
2.54K
$115K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
13.2K+ 19.54% |
$590K - $624K
|
80.5K
$3.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.14K+ 18.59% |
$51.2K - $54.2K
|
7.28K
$329K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
267+ 30.2% |
$12K - $12.7K
|
1.15K
$52K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6K+ 12.16% |
$474K - $502K
|
97.5K
$4.41M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.68K+ 4.24% |
$165K - $175K
|
90.5K
$4.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
48.7K+ 49.0% |
$2.18M - $2.31M
|
148K
$6.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.04K+ 18.44% |
$226K - $239K
|
32.4K
$1.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
43.2K+ 6.03% |
$1.94M - $2.05M
|
760K
$34.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
4.91K+ 14.56% |
$220K - $233K
|
38.6K
$1.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
14.3KNew |
$639K - $676K
|
14.3K
$644K
|