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
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
31.4KNew |
$1.4M - $1.45M
|
31.4K
$1.44M
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
26.7K+ 44.57% |
$1.19M - $1.23M
|
86.6K
$3.98M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.7KNew |
$1.15M - $1.19M
|
25.7K
$1.18M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
25.7K+ 134.85% |
$1.15M - $1.19M
|
44.7K
$2.06M
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
24.1K+ 401.68% |
$1.08M - $1.11M
|
30.1K
$1.38M
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
24K+ 7.07% |
$1.07M - $1.11M
|
363K
$16.7M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.9K+ 36.51% |
$1.07M - $1.1M
|
89.3K
$4.11M
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
23.6K+ 8.97% |
$1.06M - $1.09M
|
287K
$13.2M
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
23.5K+ 9.12% |
$1.05M - $1.09M
|
282K
$12.9M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
23.4K+ 8.43% |
$1.05M - $1.08M
|
302K
$13.9M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
22.3K+ 12.02% |
$995K - $1.03M
|
207K
$9.54M
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
22.2K+ 3.13% |
$992K - $1.03M
|
730K
$33.6M
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
21.9KNew |
$982K - $1.02M
|
21.9K
$1.01M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19.9KNew |
$892K - $922K
|
19.9K
$917K
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.4KNew |
$866K - $896K
|
19.4K
$891K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18.7K+ 7.68% |
$836K - $865K
|
262K
$12.1M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
18K+ 6.41% |
$803K - $831K
|
298K
$13.7M
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
17.6KNew |
$788K - $815K
|
17.6K
$810K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
17.5K+ 13.38% |
$783K - $810K
|
148K
$6.82M
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
16.3K+ 6.79% |
$730K - $755K
|
257K
$11.8M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.7K+ 1.54% |
$704K - $728K
|
1.04M
$47.6M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.5K+ 2.69% |
$695K - $719K
|
593K
$27.3M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.6K+ 10.96% |
$652K - $674K
|
148K
$6.78M
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
14.2K+ 15.25% |
$633K - $655K
|
107K
$4.92M
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
13.9KNew |
$623K - $644K
|
13.9K
$640K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.9K+ 17.94% |
$621K - $643K
|
91.4K
$4.2M
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
13.8KNew |
$619K - $640K
|
13.8K
$637K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.7KNew |
$613K - $634K
|
13.7K
$630K
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
13.7KNew |
$612K - $633K
|
13.7K
$630K
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
13.6K+ 3.28% |
$608K - $628K
|
428K
$19.7M
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
12.7K+ 27.86% |
$566K - $585K
|
58.1K
$2.67M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
12.6K+ 5.86% |
$564K - $584K
|
228K
$10.5M
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
12.5KNew |
$558K - $577K
|
12.5K
$574K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.4K+ 9.76% |
$554K - $573K
|
139K
$6.41M
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
11.7K+ 4.04% |
$524K - $542K
|
302K
$13.9M
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
11.2K+ 2.67% |
$502K - $519K
|
432K
$19.9M
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11K+ 5.12% |
$491K - $508K
|
226K
$10.4M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.54K+ 115.69% |
$426K - $441K
|
17.8K
$817K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.97K+ 25.61% |
$401K - $415K
|
44K
$2.02M
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8.93KNew |
$399K - $413K
|
8.93K
$411K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8.85KNew |
$396K - $409K
|
8.85K
$407K
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
8.61KNew |
$385K - $398K
|
8.61K
$396K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8.04K+ 15.23% |
$359K - $372K
|
60.8K
$2.8M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.01K+ 4.73% |
$358K - $371K
|
177K
$8.15M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7.87K+ 8.33% |
$352K - $364K
|
102K
$4.71M
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.8K+ 3.49% |
$349K - $361K
|
231K
$10.6M
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
7.75K+ 6.13% |
$346K - $358K
|
134K
$6.17M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.74K+ 9.69% |
$346K - $358K
|
87.6K
$4.03M
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.73K+ 1.79% |
$346K - $358K
|
439K
$20.2M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.66KNew |
$343K - $354K
|
7.66K
$352K
|