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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
272K+ 39.2% |
$12.2M - $12.9M
|
966K
$43.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-531- 44.18% |
$23.8K - $25.2K
|
671
$30.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-21.7K- 47.3% |
$973K - $1.03M
|
24.2K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
15.1K+ 21.95% |
$676K - $715K
|
83.8K
$3.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.99K+ 34.39% |
$89.2K - $94.4K
|
7.78K
$351K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
203+ 11.9% |
$9.1K - $9.63K
|
1.91K
$86.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
473+ 0.77% |
$21.2K - $22.4K
|
61.6K
$2.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
2.36K+ 2.46% |
$106K - $112K
|
98.4K
$4.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.4K+ 18.82% |
$467K - $494K
|
65.8K
$2.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
3.08K+ 3.9% |
$138K - $146K
|
82.2K
$3.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.49K+ 1.37% |
$201K - $213K
|
333K
$15.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.15% |
$44.8 - $47.4
|
88
$3.98K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.75K- 17.66% |
$258K - $273K
|
26.8K
$1.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.48M+ 18.09% |
$66.5M - $70.4M
|
9.69M
$438M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
5.61K+ 28.11% |
$252K - $266K
|
25.6K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.98% |
$89.7 - $94.8
|
207
$9.36K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.15K+ 38.15% |
$365K - $386K
|
29.5K
$1.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
212K+ 15.71% |
$9.51M - $10.1M
|
1.56M
$70.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.33K- 15.73% |
$104K - $110K
|
12.5K
$563K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-596- 1.6% |
$26.7K - $28.3K
|
36.7K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
305K+ 17.56% |
$13.7M - $14.4M
|
2.04M
$92.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.32K+ 24.68% |
$104K - $110K
|
11.7K
$529K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
17.7K+ 49.83% |
$792K - $838K
|
53.1K
$2.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.31K- 14.97% |
$148K - $157K
|
18.8K
$850K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.71K+ 7.65% |
$256K - $271K
|
80.3K
$3.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.33K- 3.32% |
$59.8K - $63.2K
|
38.8K
$1.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.24KNew |
$55.6K - $58.8K
|
1.24K
$56.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
44.9K+ 24.12% |
$2.01M - $2.13M
|
231K
$10.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
26K+ 21.73% |
$1.17M - $1.23M
|
146K
$6.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
39K+ 6.04% |
$1.75M - $1.85M
|
685K
$31M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
47.7K+ 25.78% |
$2.14M - $2.26M
|
233K
$10.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
648New |
$29K - $30.7K
|
648
$29.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
429K+ 39.18% |
$19.3M - $20.4M
|
1.53M
$69M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
23.8K+ 44.02% |
$1.07M - $1.13M
|
77.8K
$3.52M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.39M+ 2947338.25% |
$62.1M - $65.7M
|
1.39M
$62.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
59+ 12.45% |
$2.64K - $2.8K
|
533
$24.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
146K+ 23.26% |
$6.54M - $6.91M
|
772K
$34.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
531New |
$23.8K - $25.2K
|
531
$24K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-95.2K- 70.1% |
$4.27M - $4.51M
|
40.6K
$1.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-35.4K- 11.39% |
$1.58M - $1.68M
|
275K
$12.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
9.66K+ 5.2% |
$433K - $458K
|
195K
$8.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-14K- 40.87% |
$626K - $662K
|
20.2K
$913K
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-186- 0.46% |
$8.34K - $8.82K
|
40.7K
$1.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-3.82K- 0.68% |
$171K - $181K
|
556K
$25.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
655New |
$29.4K - $31.1K
|
655
$29.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
47.1K+ 37.14% |
$2.11M - $2.24M
|
174K
$7.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.85% |
$224 - $237
|
591
$26.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
162K+ 16.03% |
$7.28M - $7.7M
|
1.18M
$53.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.89K- 7.58% |
$219K - $232K
|
59.6K
$2.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
61+ 0.27% |
$2.73K - $2.89K
|
23K
$1.04M
|