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 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
376+ 4.3% |
$16.8K - $17.4K
|
9.12K
$420K
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
2.77K+ 4.66% |
$124K - $128K
|
62.1K
$2.86M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.12K+ 379.05% |
$50.2K - $51.9K
|
1.42K
$65.3K
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.6M- 98.74% |
$71.6M - $74.1M
|
20.4K
$939K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-206- 5.57% |
$9.21K - $9.53K
|
3.49K
$161K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-5- 0.43% |
$224 - $231
|
1.15K
$53K
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.56K- 4.41% |
$69.8K - $72.2K
|
33.8K
$1.56M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-484K- 80.74% |
$21.7M - $22.4M
|
115K
$5.32M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.49K- 8.68% |
$66.8K - $69.1K
|
15.7K
$724K
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-214- 0.43% |
$9.57K - $9.9K
|
49.5K
$2.28M
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-36.3K- 9.75% |
$1.62M - $1.68M
|
336K
$15.5M
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-621- 74.19% |
$27.8K - $28.7K
|
216
$9.95K
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-10.1K- 29.52% |
$454K - $469K
|
24.2K
$1.12M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-43.7K- 32.99% |
$1.95M - $2.02M
|
88.7K
$4.09M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.74K+ 9.69% |
$346K - $358K
|
87.6K
$4.04M
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-63.5K- 8.51% |
$2.84M - $2.94M
|
683K
$31.5M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.02K- 3.91% |
$45.8K - $47.4K
|
25.1K
$1.16M
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
105K+ 62.88% |
$4.69M - $4.85M
|
271K
$12.5M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-31.3K- 1.77% |
$1.4M - $1.45M
|
1.73M
$79.9M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.22MNew |
$54.7M - $56.6M
|
1.22M
$56.3M
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
149New |
$6.66K - $6.89K
|
149
$6.86K
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.37K+ 7.9% |
$61.4K - $63.5K
|
18.8K
$865K
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-13.7K- 57.35% |
$613K - $634K
|
10.2K
$469K
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.2K- 17.51% |
$812K - $840K
|
85.6K
$3.94M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
556+ 8.45% |
$24.9K - $25.7K
|
7.13K
$329K
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-9.3K- 3.7% |
$416K - $430K
|
242K
$11.2M
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-9.96K- 2.16% |
$446K - $461K
|
451K
$20.8M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
193K+ 6.8% |
$8.64M - $8.94M
|
3.03M
$140M
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.5K+ 10.94% |
$246K - $254K
|
55.7K
$2.57M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.4M+ 7.62% |
$152M - $157M
|
48M
$2.21B
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
9+ 0.14% |
$402 - $416
|
6.4K
$295K
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-869- 4.67% |
$38.9K - $40.2K
|
17.7K
$818K
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-80.8K- 64.35% |
$3.61M - $3.74M
|
44.8K
$2.06M
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.03K- 5.74% |
$45.9K - $47.5K
|
16.9K
$777K
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.8K+ 3.49% |
$349K - $361K
|
231K
$10.6M
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.25K- 13.96% |
$56K - $57.9K
|
7.72K
$355K
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.66K- 7.65% |
$74.4K - $76.9K
|
20.1K
$925K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.09KNew |
$48.9K - $50.6K
|
1.09K
$50.4K
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.45K- 7.04% |
$64.6K - $66.8K
|
19.1K
$878K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.34K- 2.22% |
$105K - $108K
|
103K
$4.73M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-51.8K- 9.29% |
$2.32M - $2.4M
|
506K
$23.3M
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-89.2K- 57.12% |
$3.99M - $4.13M
|
67K
$3.08M
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
8.61KNew |
$385K - $398K
|
8.61K
$396K
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
403K+ 590.04% |
$18M - $18.7M
|
472K
$21.7M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.99K+ 37.9% |
$178K - $184K
|
14.5K
$669K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
37.7K+ 20.52% |
$1.69M - $1.74M
|
221K
$10.2M
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-27.9K- 23.91% |
$1.25M - $1.29M
|
88.8K
$4.09M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.59K+ 120.33% |
$340K - $351K
|
13.9K
$640K
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
24K+ 7.07% |
$1.07M - $1.11M
|
363K
$16.7M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.7K+ 1.54% |
$704K - $728K
|
1.04M
$47.7M
|