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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
5.71KNew |
$243K - $264K
|
5.71K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
5.67KNew |
$241K - $262K
|
5.67K
$260K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5.1KNew |
$217K - $236K
|
5.1K
$234K
|
|
|
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
$203K
|
|
|
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
$789K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.96K+ 34.15% |
$83.3K - $90.4K
|
7.68K
$353K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.09KNew |
$46.3K - $50.3K
|
1.09K
$49.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.05KNew |
$44.5K - $48.3K
|
1.05K
$48K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
630+ 9.92% |
$26.8K - $29.1K
|
6.98K
$320K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
593New |
$25.3K - $27.4K
|
593
$27.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
380New |
$16.2K - $17.6K
|
380
$17.4K
|
|
|
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
$12.7K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
225New |
$9.59K - $10.4K
|
225
$10.3K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
142New |
$6.05K - $6.57K
|
142
$6.52K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
112New |
$4.77K - $5.18K
|
112
$5.14K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
108New |
$4.6K - $5K
|
108
$4.96K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
97New |
$4.13K - $4.49K
|
97
$4.45K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
24New |
$1.02K - $1.11K
|
24
$1.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5New |
$213 - $231
|
5
$230
|
|
| Q3 2023 | |||||||
|
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
$730K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
6.68KNew |
$291K - $305K
|
6.68K
$306K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
6.33KNew |
$276K - $289K
|
6.33K
$291K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.08KNew |
$265K - $278K
|
6.08K
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.92KNew |
$258K - $270K
|
5.92K
$272K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.07KNew |
$134K - $140K
|
3.07K
$141K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.88K+ 11.79% |
$126K - $131K
|
27.3K
$1.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.94KNew |
$84.6K - $88.5K
|
1.94K
$89K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.92K+ 28.38% |
$83.7K - $87.6K
|
8.68K
$398K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
237New |
$10.3K - $10.8K
|
237
$10.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
204+ 0.81% |
$8.9K - $9.31K
|
25.5K
$1.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
84New |
$3.66K - $3.83K
|
84
$3.86K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
67New |
$2.92K - $3.06K
|
67
$3.08K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
17New |
$742 - $776
|
17
$780
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
11New |
$480 - $502
|
11
$505
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
5+ 0.87% |
$218 - $228
|
582
$26.7K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
35.8KNew |
$1.61M - $1.66M
|
35.8K
$1.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
17.4K+ 38.88% |
$783K - $806K
|
62K
$2.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
9.61KNew |
$433K - $446K
|
9.61K
$441K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
7.42KNew |
$335K - $345K
|
7.42K
$341K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.12KNew |
$276K - $284K
|
6.12K
$281K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.53KNew |
$249K - $257K
|
5.53K
$254K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5.4KNew |
$244K - $251K
|
5.4K
$248K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
2.74K+ 15.24% |
$124K - $127K
|
20.7K
$951K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
766New |
$34.6K - $35.6K
|
766
$35.2K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
536New |
$24.2K - $24.9K
|
536
$24.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
429New |
$19.4K - $19.9K
|
429
$19.7K
|
|