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 |
---|---|---|---|---|---|---|---|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.38KNew |
$288K - $295K
|
6.38K
$299K
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
192K+ 20.5% |
$8.67M - $8.89M
|
1.13M
$52.9M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
248K+ 17.1% |
$11.2M - $11.5M
|
1.7M
$79.6M
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-26.4K- 2.78% |
$1.19M - $1.22M
|
921K
$43.1M
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-182K- 13.31% |
$8.22M - $8.42M
|
1.19M
$55.6M
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
6.44KNew |
$291K - $298K
|
6.44K
$302K
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
49.7K+ 7.27% |
$2.24M - $2.3M
|
733K
$34.3M
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-2.19K- 10.35% |
$98.6K - $101K
|
18.9K
$887K
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
16+ 0.12% |
$722 - $740
|
13.9K
$652K
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-8.33K- 19.39% |
$376K - $385K
|
34.6K
$1.62M
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.12K- 2.42% |
$95.7K - $98.1K
|
85.5K
$4M
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
15.4KNew |
$694K - $711K
|
15.4K
$720K
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
126K+ 18.63% |
$5.67M - $5.8M
|
800K
$37.4M
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-16.1K- 22.53% |
$727K - $745K
|
55.4K
$2.59M
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.03% |
$90.2 - $92.5
|
5.92K
$277K
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
961+ 3.15% |
$43.4K - $44.4K
|
31.5K
$1.47M
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
91.8K+ 159.32% |
$4.14M - $4.24M
|
149K
$7M
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-33- 0.14% |
$1.49K - $1.53K
|
23.4K
$1.09M
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
56+ 0.82% |
$2.53K - $2.59K
|
6.9K
$323K
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.53K+ 0.49% |
$69.2K - $70.9K
|
311K
$14.6M
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
289K+ 16.0% |
$13.1M - $13.4M
|
2.1M
$98.2M
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.63KNew |
$73.3K - $75.1K
|
1.63K
$76.1K
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
2.35K+ 1.53% |
$106K - $109K
|
156K
$7.29M
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-188- 1.43% |
$8.48K - $8.69K
|
13K
$608K
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-13.2K- 41.92% |
$593K - $608K
|
18.2K
$853K
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.16K- 9.23% |
$233K - $238K
|
50.7K
$2.37M
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
87+ 2.65% |
$3.93K - $4.02K
|
3.37K
$158K
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
16K+ 25.76% |
$722K - $740K
|
78.1K
$3.66M
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-27.4K- 63.07% |
$1.24M - $1.27M
|
16K
$751K
|
|
Aug 01, 2025
Q2 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
877+ 0.81% |
$39.6K - $40.5K
|
110K
$5.13M
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-157K- 18.64% |
$7.1M - $7.27M
|
687K
$32.1M
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
234K+ 35.07% |
$10.6M - $10.8M
|
902K
$42.2M
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1New |
$45.1 - $46.2
|
1
$46.8
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-49.3K- 3.09% |
$2.23M - $2.28M
|
1.55M
$72.5M
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
785+ 7.8% |
$35.4K - $36.3K
|
10.9K
$508K
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.48K+ 20.54% |
$202K - $207K
|
26.3K
$1.23M
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
30+ 0.24% |
$1.35K - $1.39K
|
12.6K
$590K
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
31.4K+ 73.52% |
$1.41M - $1.45M
|
74K
$3.46M
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
8.14K+ 45211.11% |
$367K - $376K
|
8.16K
$382K
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
30+ 0.49% |
$1.35K - $1.39K
|
6.15K
$288K
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-6.23K- 2.65% |
$281K - $288K
|
229K
$10.7M
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.86K+ 4.83% |
$83.8K - $85.8K
|
40.3K
$1.89M
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-9.14K- 18.9% |
$412K - $422K
|
39.2K
$1.84M
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-6.6K- 10.08% |
$298K - $305K
|
58.9K
$2.76M
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-53.5K- 21.82% |
$2.41M - $2.47M
|
192K
$8.97M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.06M- 4.97% |
$319M - $327M
|
135M
$6.33B
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-17.8K- 12.05% |
$802K - $822K
|
130K
$6.07M
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
28.7K+ 2.95% |
$1.3M - $1.33M
|
1M
$46.9M
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-61- 5.3% |
$2.75K - $2.82K
|
1.09K
$51K
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
220New |
$9.93K - $10.2K
|
220
$10.3K
|