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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.74K+ 46.66% |
$123K - $127K
|
8.6K
$403K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
2.15K+ 20.01% |
$96.8K - $99.5K
|
12.9K
$604K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.97KNew |
$88.6K - $91.1K
|
1.97K
$92.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.75KNew |
$78.8K - $81K
|
1.75K
$82K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
691+ 6.66% |
$31.1K - $32K
|
11.1K
$518K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
343New |
$15.4K - $15.9K
|
343
$16.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
335New |
$15.1K - $15.5K
|
335
$15.7K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
171New |
$7.7K - $7.91K
|
171
$8.01K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
162New |
$7.29K - $7.5K
|
162
$7.58K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
157New |
$7.07K - $7.26K
|
157
$7.35K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
134+ 3.0% |
$6.03K - $6.2K
|
4.6K
$215K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
89New |
$4.01K - $4.12K
|
89
$4.17K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
75New |
$3.38K - $3.47K
|
75
$3.51K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
73New |
$3.29K - $3.38K
|
73
$3.42K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
52+ 7.88% |
$2.34K - $2.41K
|
712
$33.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
34New |
$1.53K - $1.57K
|
34
$1.59K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
21New |
$945 - $972
|
21
$983
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
17New |
$765 - $787
|
17
$796
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
480KNew |
$20.5M - $22.2M
|
480K
$22.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
152KNew |
$6.46M - $7.02M
|
152K
$7.1M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
59.3K+ 4.44% |
$2.53M - $2.74M
|
1.4M
$65.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
31.3KNew |
$1.33M - $1.45M
|
31.3K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
26.8KNew |
$1.14M - $1.24M
|
26.8K
$1.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
15.1K+ 9.31% |
$644K - $699K
|
177K
$8.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
13.2KNew |
$562K - $610K
|
13.2K
$618K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.6KNew |
$452K - $490K
|
10.6K
$496K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
8.97KNew |
$382K - $415K
|
8.97K
$420K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8.66KNew |
$369K - $401K
|
8.66K
$406K
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
BUY
|
- |
8.5KNew |
$362K - $393K
|
8.5K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.43KNew |
$359K - $390K
|
8.43K
$395K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8.41KNew |
$358K - $389K
|
8.41K
$394K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.31KNew |
$354K - $384K
|
8.31K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.86KNew |
$335K - $364K
|
7.86K
$368K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6.05KNew |
$258K - $280K
|
6.05K
$283K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
5.71KNew |
$243K - $264K
|
5.71K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
5.67KNew |
$241K - $262K
|
5.67K
$265K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5.1KNew |
$217K - $236K
|
5.1K
$239K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
4.83KNew |
$206K - $223K
|
4.83K
$226K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.43KNew |
$189K - $205K
|
4.43K
$208K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
2.73KNew |
$116K - $126K
|
2.73K
$128K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.03K+ 13.41% |
$86.6K - $94K
|
17.2K
$805K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.96K+ 34.15% |
$83.3K - $90.4K
|
7.68K
$360K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.09KNew |
$46.3K - $50.3K
|
1.09K
$50.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.05KNew |
$44.5K - $48.3K
|
1.05K
$48.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
630+ 9.92% |
$26.8K - $29.1K
|
6.98K
$327K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
593New |
$25.3K - $27.4K
|
593
$27.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
380New |
$16.2K - $17.6K
|
380
$17.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
287New |
$12.2K - $13.3K
|
287
$13.4K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
277New |
$11.8K - $12.8K
|
277
$13K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
142New |
$6.05K - $6.57K
|
142
$6.65K
|
|