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 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
64.2K+ 8.23% |
$2.87M - $2.97M
|
844K
$38.9M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
18K+ 6.41% |
$803K - $831K
|
298K
$13.7M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.1K+ 0.19% |
$1.57M - $1.62M
|
18.2M
$837M
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.73K+ 1.79% |
$346K - $358K
|
439K
$20.2M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.48K- 12.87% |
$111K - $115K
|
16.8K
$773K
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
5.24KNew |
$234K - $242K
|
5.24K
$241K
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-9.54K- 1.87% |
$427K - $441K
|
502K
$23.1M
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-662K- 68.09% |
$29.6M - $30.6M
|
310K
$14.3M
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4.28K+ 6.22% |
$191K - $198K
|
73.1K
$3.37M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-171- 13.3% |
$7.65K - $7.91K
|
1.12K
$51.4K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-330- 3.69% |
$14.8K - $15.3K
|
8.63K
$397K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-117K- 50.45% |
$5.25M - $5.42M
|
115K
$5.31M
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.45K+ 17.07% |
$199K - $206K
|
30.5K
$1.41M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
189+ 0.47% |
$8.45K - $8.74K
|
40.5K
$1.87M
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.21K+ 3.9% |
$188K - $195K
|
112K
$5.16M
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.76K- 2.99% |
$123K - $128K
|
89.4K
$4.12M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
5.09K+ 3979.69% |
$228K - $236K
|
5.22K
$241K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-22.3K- 13.38% |
$996K - $1.03M
|
144K
$6.64M
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
242K+ 27.58% |
$10.8M - $11.2M
|
1.12M
$51.6M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.5K- 3.71% |
$873K - $903K
|
507K
$23.4M
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
7.6K+ 42.2% |
$340K - $351K
|
25.6K
$1.18M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.61K- 0.53% |
$340K - $352K
|
1.43M
$65.9M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.54K- 0.13% |
$203K - $210K
|
3.54M
$163M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
201+ 1.05% |
$8.99K - $9.3K
|
19.3K
$888K
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
1.02K+ 14.56% |
$45.4K - $47K
|
8K
$368K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.41KNew |
$197K - $204K
|
4.41K
$203K
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-57.4K- 23.79% |
$2.57M - $2.66M
|
184K
$8.47M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47.5K+ 211.87% |
$2.12M - $2.19M
|
69.8K
$3.22M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38.6K- 0.86% |
$1.72M - $1.78M
|
4.45M
$205M
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.01K+ 21.59% |
$45.3K - $46.8K
|
5.7K
$262K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-47.2K- 2.21% |
$2.11M - $2.18M
|
2.09M
$96.2M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.79K+ 12.82% |
$169K - $175K
|
33.3K
$1.53M
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.59K- 12.79% |
$70.9K - $73.3K
|
10.8K
$498K
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-4.41K- 22.79% |
$197K - $204K
|
14.9K
$687K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-7.54K- 51.57% |
$337K - $349K
|
7.08K
$326K
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.15K+ 3.26% |
$96.1K - $99.4K
|
68.1K
$3.14M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-21.9K- 0.49% |
$980K - $1.01M
|
4.49M
$207M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
55.4K+ 40.71% |
$2.48M - $2.56M
|
191K
$8.81M
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-2.97K- 21.76% |
$133K - $137K
|
10.7K
$491K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.36K+ 0.76% |
$105K - $109K
|
314K
$14.5M
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-3.71K- 4.73% |
$166K - $172K
|
74.7K
$3.44M
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-94.2K- 51.01% |
$4.21M - $4.36M
|
90.5K
$4.17M
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-40.7K- 66.99% |
$1.82M - $1.88M
|
20K
$923K
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.07% |
$1.97K - $2.04K
|
59.6K
$2.75M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-5.94K- 15.48% |
$266K - $275K
|
32.4K
$1.49M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.03KNew |
$46K - $47.6K
|
1.03K
$47.4K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.7K+ 2.24% |
$76.1K - $78.7K
|
77.6K
$3.58M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
2.35K+ 0.27% |
$105K - $109K
|
881K
$40.6M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.9K+ 36.51% |
$1.07M - $1.1M
|
89.3K
$4.11M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.7KNew |
$613K - $634K
|
13.7K
$631K
|