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 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
166K+ 13.82% |
$7.43M - $7.69M
|
1.37M
$62.9M
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
153KNew |
$6.86M - $7.09M
|
153K
$7.05M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
124K+ 8.4% |
$5.54M - $5.73M
|
1.6M
$73.5M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
124K+ 85.14% |
$5.53M - $5.72M
|
269K
$12.4M
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
122K+ 4.76% |
$5.47M - $5.66M
|
2.69M
$124M
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
120K+ 263.38% |
$5.37M - $5.55M
|
166K
$7.61M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
119K+ 4.05% |
$5.32M - $5.5M
|
3.05M
$140M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
115K+ 9.42% |
$5.15M - $5.32M
|
1.34M
$61.4M
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
105K+ 62.88% |
$4.69M - $4.85M
|
271K
$12.5M
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
84.1K+ 14.4% |
$3.76M - $3.89M
|
668K
$30.7M
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
73.8K+ 420.78% |
$3.3M - $3.42M
|
91.4K
$4.2M
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
71.8K+ 6.54% |
$3.21M - $3.32M
|
1.17M
$53.8M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
71.2KNew |
$3.19M - $3.29M
|
71.2K
$3.27M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
68.2K+ 103.84% |
$3.05M - $3.16M
|
134K
$6.16M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68.1K+ 2.19% |
$3.05M - $3.15M
|
3.18M
$146M
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
65.5KNew |
$2.93M - $3.03M
|
65.5K
$3.01M
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
64.2K+ 8.23% |
$2.87M - $2.97M
|
844K
$38.8M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
63.5KNew |
$2.84M - $2.94M
|
63.5K
$2.92M
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
62K+ 10.14% |
$2.77M - $2.87M
|
674K
$31M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
61.5KNew |
$2.75M - $2.84M
|
61.5K
$2.83M
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
60K+ 100.09% |
$2.68M - $2.77M
|
120K
$5.51M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
59.3K+ 9.65% |
$2.65M - $2.74M
|
674K
$31M
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
57.6KNew |
$2.58M - $2.67M
|
57.6K
$2.65M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
55.4K+ 40.71% |
$2.48M - $2.56M
|
191K
$8.8M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
54.2K+ 7.97% |
$2.42M - $2.51M
|
734K
$33.8M
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
52.8KNew |
$2.36M - $2.44M
|
52.8K
$2.43M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
52.2K+ 16.57% |
$2.33M - $2.41M
|
367K
$16.9M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
51.8K+ 11.63% |
$2.32M - $2.39M
|
497K
$22.8M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
50.6K+ 132.25% |
$2.26M - $2.34M
|
88.9K
$4.09M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
50K+ 3.56% |
$2.23M - $2.31M
|
1.45M
$66.8M
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
48K+ 78.93% |
$2.15M - $2.22M
|
109K
$5M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47.5K+ 211.87% |
$2.12M - $2.19M
|
69.8K
$3.21M
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
45.1K+ 1.55% |
$2.02M - $2.09M
|
2.95M
$136M
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44.2K+ 47.17% |
$1.98M - $2.04M
|
138K
$6.34M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
43.4KNew |
$1.94M - $2.01M
|
43.4K
$2M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
42.4K+ 9.77% |
$1.9M - $1.96M
|
476K
$21.9M
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
41.9K+ 6.27% |
$1.87M - $1.94M
|
709K
$32.6M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
40.3K+ 11.75% |
$1.8M - $1.86M
|
383K
$17.6M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
38.3K+ 95.48% |
$1.71M - $1.77M
|
78.4K
$3.6M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
37.7K+ 16.06% |
$1.69M - $1.74M
|
273K
$12.5M
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
37.7K+ 20.52% |
$1.69M - $1.74M
|
221K
$10.2M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
37.2K+ 17.61% |
$1.66M - $1.72M
|
248K
$11.4M
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
36KNew |
$1.61M - $1.67M
|
36K
$1.66M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.1K+ 0.19% |
$1.57M - $1.62M
|
18.2M
$835M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.9KNew |
$1.56M - $1.61M
|
34.9K
$1.6M
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
34.6K+ 34.89% |
$1.55M - $1.6M
|
134K
$6.16M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
34.2K+ 8.97% |
$1.53M - $1.58M
|
415K
$19.1M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
34.1K+ 401.91% |
$1.53M - $1.58M
|
42.6K
$1.96M
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
33.9K+ 3.8% |
$1.51M - $1.57M
|
925K
$42.5M
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
33.8K+ 20.06% |
$1.51M - $1.56M
|
202K
$9.29M
|