Latest Institutional Purchases of Ishares Core Total Usd Bond Ma (IUSB)
This list provides information on the latest institutional transactions involving Ishares Core Total Usd Bond Ma (IUSB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
468K+ 23.13% |
$21.1M - $21.6M
|
2.49M
$115M
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
266K+ 72.81% |
$12M - $12.3M
|
632K
$29.1M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
198K+ 61.87% |
$8.92M - $9.14M
|
517K
$23.8M
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
196K+ 77.0% |
$8.85M - $9.07M
|
451K
$20.8M
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
179KNew |
$8.1M - $8.3M
|
179K
$8.27M
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
168KNew |
$7.57M - $7.75M
|
168K
$7.72M
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
149KNew |
$6.74M - $6.9M
|
149K
$6.88M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
101K+ 15.64% |
$4.58M - $4.69M
|
750K
$34.6M
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
96.4K+ 12.56% |
$4.35M - $4.46M
|
864K
$39.8M
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
82.5K+ 5.82% |
$3.72M - $3.81M
|
1.5M
$69.1M
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
72.8K+ 7.5% |
$3.29M - $3.37M
|
1.04M
$48.1M
|
|
Jul 21, 2025
Q2 2025
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
64.6K+ 8.77% |
$2.91M - $2.99M
|
801K
$36.9M
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
59.5K+ 5.21% |
$2.69M - $2.75M
|
1.2M
$55.4M
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
33.3K+ 16.63% |
$1.5M - $1.54M
|
234K
$10.8M
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
30.1KNew |
$1.36M - $1.39M
|
30.1K
$1.39M
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
28.5K+ 5.21% |
$1.28M - $1.32M
|
575K
$26.5M
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28.3K+ 0.69% |
$1.28M - $1.31M
|
4.12M
$190M
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
27KNew |
$1.22M - $1.25M
|
27K
$1.24M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
21.5KNew |
$970K - $994K
|
21.5K
$991K
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
18.4KNew |
$832K - $852K
|
18.4K
$849K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
18.3K+ 18.67% |
$825K - $845K
|
116K
$5.35M
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16.7K+ 2.86% |
$754K - $773K
|
601K
$27.7M
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
13.6KNew |
$613K - $628K
|
13.6K
$626K
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
13.4KNew |
$603K - $618K
|
13.4K
$616K
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
12.3K+ 109.57% |
$553K - $566K
|
23.4K
$1.08M
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
10.9K+ 100.36% |
$490K - $502K
|
21.7K
$998K
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
10.7KNew |
$482K - $493K
|
10.7K
$492K
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 144.67% |
$475K - $487K
|
17.8K
$820K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
10.5K+ 26.16% |
$472K - $484K
|
50.5K
$2.33M
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
8.81KNew |
$398K - $407K
|
8.81K
$406K
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.59K+ 65.8% |
$388K - $397K
|
21.7K
$997K
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.56KNew |
$386K - $395K
|
8.56K
$394K
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.67KNew |
$346K - $354K
|
7.67K
$353K
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.31KNew |
$330K - $338K
|
7.31K
$337K
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
7.04K+ 9.89% |
$318K - $326K
|
78.2K
$3.6M
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.7KNew |
$302K - $310K
|
6.7K
$309K
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.4KNew |
$289K - $296K
|
6.4K
$295K
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
5.99K+ 1.32% |
$270K - $277K
|
458K
$21.1M
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.73K+ 15.26% |
$259K - $265K
|
43.3K
$1.99M
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.62K+ 3.37% |
$254K - $260K
|
172K
$7.94M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.46K+ 1.57% |
$246K - $253K
|
354K
$16.3M
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
5.21KNew |
$235K - $241K
|
5.21K
$240K
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.9K+ 25.93% |
$221K - $226K
|
23.8K
$1.1M
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
4.87K+ 7.13% |
$220K - $225K
|
73.2K
$3.37M
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.86KNew |
$219K - $224K
|
4.86K
$224K
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
4.71K+ 12.55% |
$213K - $218K
|
42.2K
$1.95M
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.59K+ 20.65% |
$207K - $212K
|
26.8K
$1.23M
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.48KNew |
$202K - $207K
|
4.48K
$206K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.47KNew |
$202K - $207K
|
4.47K
$206K
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.41K+ 11.35% |
$199K - $204K
|
43.3K
$1.99M
|