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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
164New |
$7.4K - $7.58K
|
164
$7.68K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
3.48K+ 42.36% |
$157K - $161K
|
11.7K
$547K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
443+ 8.54% |
$20K - $20.5K
|
5.63K
$264K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
237KNew |
$10.7M - $10.9M
|
237K
$11.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.48K- 1.12% |
$66.8K - $68.4K
|
131K
$6.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-16.3K- 21.04% |
$737K - $755K
|
61.3K
$2.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.05K- 3.86% |
$47.2K - $48.4K
|
26.1K
$1.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-199K- 22.81% |
$8.99M - $9.21M
|
674K
$31.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-11.5K- 17.1% |
$517K - $530K
|
55.6K
$2.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-55- 0.1% |
$2.48K - $2.54K
|
56.3K
$2.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-334- 0.47% |
$15.1K - $15.4K
|
70.5K
$3.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.9K+ 14.28% |
$537K - $550K
|
95.3K
$4.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.25K+ 1.66% |
$192K - $197K
|
261K
$12.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-698K- 3.86% |
$31.5M - $32.3M
|
17.4M
$814M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
10.4K+ 41.21% |
$470K - $481K
|
35.7K
$1.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
3.57K+ 65.77% |
$161K - $165K
|
9.01K
$422K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-10.1K- 1.46% |
$454K - $465K
|
677K
$31.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
140K+ 888.8% |
$6.3M - $6.46M
|
155K
$7.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-5.35K- 24.43% |
$241K - $247K
|
16.6K
$775K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-9.33K- 23.49% |
$421K - $431K
|
30.4K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.31K- 92.31% |
$59.1K - $60.5K
|
109
$5.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-994K- 47.58% |
$44.9M - $46M
|
1.1M
$51.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.13M- 13.16% |
$96M - $98.4M
|
14M
$658M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-467- 0.84% |
$21.1K - $21.6K
|
54.8K
$2.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-29.1K- 33.64% |
$1.31M - $1.35M
|
57.4K
$2.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-1.41K- 10.62% |
$63.4K - $65K
|
11.8K
$554K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.2K+ 8.74% |
$549K - $563K
|
152K
$7.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.32K+ 1.87% |
$195K - $200K
|
235K
$11M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-16.6K- 18.66% |
$747K - $766K
|
72.2K
$3.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.82K+ 5.0% |
$172K - $177K
|
80.3K
$3.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
5.26K+ 1.94% |
$237K - $243K
|
277K
$13M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
27.7K+ 0.94% |
$1.25M - $1.28M
|
2.98M
$139M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-92.2K- 10.76% |
$4.16M - $4.26M
|
764K
$35.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
373New |
$16.8K - $17.2K
|
373
$17.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
167New |
$7.54K - $7.72K
|
167
$7.82K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.21K- 77.01% |
$99.6K - $102K
|
659
$30.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.02K- 3.62% |
$91.1K - $93.4K
|
53.7K
$2.51M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-10.8K- 11.88% |
$485K - $497K
|
79.7K
$3.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-13.8K- 6.65% |
$623K - $638K
|
194K
$9.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
218+ 1.14% |
$9.84K - $10.1K
|
19.3K
$903K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
29K+ 208.09% |
$1.31M - $1.34M
|
42.9K
$2.01M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-47.1K- 12.0% |
$2.12M - $2.18M
|
345K
$16.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-3.58K- 7.79% |
$162K - $166K
|
42.4K
$1.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
60.7K+ 55.77% |
$2.74M - $2.8M
|
169K
$7.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-507- 0.49% |
$22.9K - $23.4K
|
102K
$4.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-263- 1.01% |
$11.9K - $12.2K
|
25.9K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.8K+ 4.19% |
$126K - $129K
|
69.5K
$3.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.61K+ 82.07% |
$253K - $259K
|
12.5K
$583K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-15.6K- 17.03% |
$702K - $719K
|
75.8K
$3.55M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-129- 0.52% |
$5.82K - $5.96K
|
24.9K
$1.16M
|