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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
72.4K+ 1081.32% |
$3.26M - $3.35M
|
79.1K
$3.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
62.9KNew |
$2.83M - $2.91M
|
62.9K
$2.87M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
27.6KNew |
$1.24M - $1.28M
|
27.6K
$1.26M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
6.99KNew |
$315K - $324K
|
6.99K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6KNew |
$270K - $278K
|
6K
$274K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.92KNew |
$267K - $274K
|
5.92K
$270K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.56KNew |
$250K - $257K
|
5.56K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
5.46KNew |
$246K - $253K
|
5.46K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.36KNew |
$241K - $248K
|
5.36K
$244K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
5.32KNew |
$240K - $246K
|
5.32K
$243K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.98KNew |
$224K - $230K
|
4.98K
$227K
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4.96KNew |
$223K - $230K
|
4.96K
$226K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4.95KNew |
$223K - $229K
|
4.95K
$226K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.89KNew |
$220K - $226K
|
4.89K
$223K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.87KNew |
$219K - $225K
|
4.87K
$222K
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
4.75KNew |
$214K - $220K
|
4.75K
$217K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.44KNew |
$200K - $206K
|
4.44K
$203K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
4.44KNew |
$200K - $206K
|
4.44K
$203K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.42KNew |
$199K - $204K
|
4.42K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.74K+ 46.66% |
$123K - $127K
|
8.6K
$392K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
2.15K+ 20.01% |
$96.8K - $99.5K
|
12.9K
$588K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.13K+ 46.1% |
$95.7K - $98.3K
|
6.74K
$307K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.97KNew |
$88.6K - $91.1K
|
1.97K
$89.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.75KNew |
$78.8K - $81K
|
1.75K
$79.9K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
691+ 6.66% |
$31.1K - $32K
|
11.1K
$504K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
343New |
$15.4K - $15.9K
|
343
$15.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
335New |
$15.1K - $15.5K
|
335
$15.3K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
171New |
$7.7K - $7.91K
|
171
$7.8K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
162New |
$7.29K - $7.5K
|
162
$7.39K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
157New |
$7.07K - $7.26K
|
157
$7.16K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
134+ 3.0% |
$6.03K - $6.2K
|
4.6K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
113+ 594.74% |
$5.09K - $5.23K
|
132
$6.02K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
89New |
$4.01K - $4.12K
|
89
$4.06K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
75New |
$3.38K - $3.47K
|
75
$3.42K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
73New |
$3.29K - $3.38K
|
73
$3.33K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
52+ 7.88% |
$2.34K - $2.41K
|
712
$32.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
34New |
$1.53K - $1.57K
|
34
$1.55K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
21New |
$945 - $972
|
21
$958
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
17New |
$765 - $787
|
17
$775
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.47MNew |
$62.5M - $67.9M
|
1.47M
$67M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
480KNew |
$20.5M - $22.2M
|
480K
$21.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
152KNew |
$6.46M - $7.02M
|
152K
$6.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
61.8KNew |
$2.63M - $2.86M
|
61.8K
$2.82M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
59.3K+ 4.44% |
$2.53M - $2.74M
|
1.4M
$63.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
31.3KNew |
$1.33M - $1.45M
|
31.3K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
26.8KNew |
$1.14M - $1.24M
|
26.8K
$1.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
15.1K+ 9.31% |
$644K - $699K
|
177K
$8.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
13.2KNew |
$562K - $610K
|
13.2K
$602K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.6KNew |
$452K - $490K
|
10.6K
$484K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
8.97KNew |
$382K - $415K
|
8.97K
$409K
|
|