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 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
17New |
$765 - $787
|
17
$783
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
480KNew |
$20.5M - $22.2M
|
480K
$22.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
152KNew |
$6.46M - $7.02M
|
152K
$6.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
61.8KNew |
$2.63M - $2.86M
|
61.8K
$2.85M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
59.3K+ 4.44% |
$2.53M - $2.74M
|
1.4M
$64.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
31.3KNew |
$1.33M - $1.45M
|
31.3K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
26.8KNew |
$1.14M - $1.24M
|
26.8K
$1.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
15.1K+ 9.31% |
$644K - $699K
|
177K
$8.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
13.2KNew |
$562K - $610K
|
13.2K
$608K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.6KNew |
$452K - $490K
|
10.6K
$488K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
8.97KNew |
$382K - $415K
|
8.97K
$413K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8.66KNew |
$369K - $401K
|
8.66K
$399K
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
BUY
|
- |
8.5KNew |
$362K - $393K
|
8.5K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.43KNew |
$359K - $390K
|
8.43K
$388K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8.41KNew |
$358K - $389K
|
8.41K
$387K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.31KNew |
$354K - $384K
|
8.31K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.86KNew |
$335K - $364K
|
7.86K
$362K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6.05KNew |
$258K - $280K
|
6.05K
$279K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
5.71KNew |
$243K - $264K
|
5.71K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
5.67KNew |
$241K - $262K
|
5.67K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.18K+ 43.47% |
$221K - $240K
|
17.1K
$787K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5.1KNew |
$217K - $236K
|
5.1K
$235K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
4.83KNew |
$206K - $223K
|
4.83K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.43KNew |
$189K - $205K
|
4.43K
$204K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.34KNew |
$185K - $201K
|
4.34K
$200K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
2.73KNew |
$116K - $126K
|
2.73K
$125K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.03K+ 13.41% |
$86.6K - $94K
|
17.2K
$792K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.96K+ 34.15% |
$83.3K - $90.4K
|
7.68K
$354K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.8K+ 23.51% |
$76.6K - $83.2K
|
9.45K
$435K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.09KNew |
$46.3K - $50.3K
|
1.09K
$50.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.05KNew |
$44.5K - $48.3K
|
1.05K
$48.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
837New |
$35.7K - $38.7K
|
837
$38.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
630+ 9.92% |
$26.8K - $29.1K
|
6.98K
$321K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
600+ 18.5% |
$25.6K - $27.8K
|
3.84K
$177K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
593New |
$25.3K - $27.4K
|
593
$27.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
380New |
$16.2K - $17.6K
|
380
$17.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
287New |
$12.2K - $13.3K
|
287
$13.2K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
277New |
$11.8K - $12.8K
|
277
$12.8K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
225New |
$9.59K - $10.4K
|
225
$10.4K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
142New |
$6.05K - $6.57K
|
142
$6.54K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
112New |
$4.77K - $5.18K
|
112
$5.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
108New |
$4.6K - $5K
|
108
$4.97K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
97New |
$4.13K - $4.49K
|
97
$4.47K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
24New |
$1.02K - $1.11K
|
24
$1.11K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5New |
$213 - $231
|
5
$230
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
105K+ 5.89% |
$4.58M - $4.79M
|
1.88M
$86.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
33.7K+ 1687350.0% |
$1.47M - $1.54M
|
33.7K
$1.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
15.9KNew |
$694K - $726K
|
15.9K
$732K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
6.68KNew |
$291K - $305K
|
6.68K
$307K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
6.33KNew |
$276K - $289K
|
6.33K
$291K
|
|