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 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
8.85K+ 59.74% |
$397K - $420K
|
23.7K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
11.4K+ 21.0% |
$510K - $540K
|
65.6K
$2.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
9.76K+ 4.27% |
$438K - $463K
|
238K
$10.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-137K- 47.85% |
$6.16M - $6.51M
|
150K
$6.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3.03K+ 20.3% |
$136K - $143K
|
17.9K
$810K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
73K+ 14.07% |
$3.27M - $3.46M
|
592K
$26.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
147New |
$6.59K - $6.97K
|
147
$6.64K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30K+ 35.19% |
$1.34M - $1.42M
|
115K
$5.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8.22KNew |
$368K - $390K
|
8.22K
$371K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
400+ 1.26% |
$17.9K - $19K
|
32.2K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-4.26K- 3.33% |
$191K - $202K
|
124K
$5.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
944+ 17.15% |
$42.3K - $44.8K
|
6.45K
$291K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
577New |
$25.9K - $27.4K
|
577
$26.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
8.61K+ 6.72% |
$386K - $408K
|
137K
$6.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5.22K+ 4.59% |
$234K - $248K
|
119K
$5.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.9K+ 7.27% |
$354K - $375K
|
117K
$5.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-31.2K- 11.39% |
$1.4M - $1.48M
|
243K
$11M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
23.7K+ 9.8% |
$1.06M - $1.12M
|
265K
$12M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-35.5K- 15.62% |
$1.59M - $1.68M
|
192K
$8.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-340- 1.23% |
$15.2K - $16.1K
|
27.3K
$1.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
107+ 2.94% |
$4.8K - $5.07K
|
3.75K
$170K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
286+ 34.38% |
$12.8K - $13.6K
|
1.12K
$50.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
13.7K+ 36.78% |
$616K - $651K
|
51.1K
$2.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
17K+ 12.71% |
$762K - $806K
|
151K
$6.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-28- 0.2% |
$1.26K - $1.33K
|
13.8K
$624K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-48.8K- 1.86% |
$2.19M - $2.31M
|
2.57M
$116M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
56.2K+ 19.46% |
$2.52M - $2.66M
|
345K
$15.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
735+ 2.48% |
$33K - $34.9K
|
30.3K
$1.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.32K- 7.14% |
$373K - $395K
|
108K
$4.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
114K+ 69.36% |
$5.09M - $5.39M
|
277K
$12.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.49K+ 18.42% |
$380K - $402K
|
54.6K
$2.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
20.3K+ 11.35% |
$912K - $965K
|
200K
$9.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.05K+ 24.02% |
$137K - $145K
|
15.8K
$712K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.17K+ 14.94% |
$411K - $435K
|
70.5K
$3.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-564- 1.94% |
$25.3K - $26.7K
|
28.5K
$1.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$77.3K - $81.8K
|
1.72K
$77.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.67K- 14.18% |
$75K - $79.3K
|
10.1K
$458K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-193- 6.04% |
$8.65K - $9.15K
|
3K
$136K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
44.2K+ 17.56% |
$1.98M - $2.09M
|
296K
$13.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.63K+ 38.74% |
$252K - $267K
|
20.2K
$911K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
220K+ 14.87% |
$9.87M - $10.4M
|
1.7M
$76.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
99.9KNew |
$4.48M - $4.74M
|
99.9K
$4.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.7K+ 55.25% |
$527K - $557K
|
33K
$1.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
12.7K+ 10.92% |
$567K - $600K
|
129K
$5.81M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-37.7K- 12.54% |
$1.69M - $1.79M
|
263K
$11.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.67K+ 447.72% |
$74.9K - $79.2K
|
2.04K
$92.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-26- 1.63% |
$1.17K - $1.23K
|
1.57K
$70.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
4.02K+ 18.12% |
$180K - $191K
|
26.2K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.97K+ 98.47% |
$223K - $236K
|
10K
$452K
|
|
|
Oct 21, 2024
Q3 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
36.6K+ 6.1% |
$1.64M - $1.74M
|
637K
$28.8M
|