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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
217+ 31.31% |
$9.78K - $10.2K
|
910
$41.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
216New |
$9.74K - $10.2K
|
216
$9.85K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
214+ 4.44% |
$9.64K - $10.1K
|
5.03K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
214+ 4.44% |
$9.64K - $10.1K
|
5.03K
$229K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
194New |
$8.74K - $9.14K
|
194
$8.84K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
176+ 1.43% |
$7.93K - $8.29K
|
12.5K
$570K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
160+ 1.99% |
$7.21K - $7.54K
|
8.22K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
146+ 1.74% |
$6.58K - $6.88K
|
8.52K
$388K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
143+ 4.02% |
$6.45K - $6.74K
|
3.7K
$169K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
143New |
$6.45K - $6.74K
|
143
$6.52K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
139+ 0.61% |
$6.26K - $6.55K
|
22.9K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
133+ 1.74% |
$5.99K - $6.26K
|
7.77K
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
129+ 1.09% |
$5.81K - $6.08K
|
12K
$545K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
128New |
$5.77K - $6.03K
|
128
$5.83K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
107New |
$4.82K - $5.04K
|
107
$4.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
94+ 5.26% |
$4.24K - $4.43K
|
1.88K
$85.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
75+ 1.42% |
$3.38K - $3.53K
|
5.37K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
72+ 1.59% |
$3.25K - $3.39K
|
4.59K
$209K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
60+ 0.19% |
$2.7K - $2.83K
|
30.9K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
52New |
$2.34K - $2.45K
|
52
$2.37K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
45+ 0.74% |
$2.03K - $2.12K
|
6.09K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
44+ 1.39% |
$1.98K - $2.07K
|
3.22K
$147K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
39+ 0.47% |
$1.76K - $1.84K
|
8.28K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
34+ 0.16% |
$1.53K - $1.6K
|
21K
$958K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
24+ 0.09% |
$1.08K - $1.13K
|
28.1K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
13+ 0.28% |
$586 - $612
|
4.59K
$209K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
13New |
$586 - $612
|
13
$593
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10+ 0.05% |
$451 - $471
|
21.7K
$991K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
8+ 0.12% |
$361 - $377
|
6.58K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 1.17% |
$90.1 - $94.2
|
173
$7.89K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 1.23% |
$90.1 - $94.2
|
164
$7.48K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1New |
$45.1 - $47.1
|
1
$45.6
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.38% |
$45.1 - $47.1
|
43
$1.96K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.14% |
$45.1 - $47.1
|
89
$4.06K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
491K+ 55.76% |
$22M - $23.3M
|
1.37M
$62.5M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
135K+ 100.18% |
$6.06M - $6.41M
|
270K
$12.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
99.9KNew |
$4.48M - $4.74M
|
99.9K
$4.55M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
84K+ 11.77% |
$3.76M - $3.98M
|
798K
$36.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
59KNew |
$2.65M - $2.8M
|
59K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
47.8K+ 11.64% |
$2.14M - $2.27M
|
458K
$20.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
46.6K+ 12.83% |
$2.09M - $2.21M
|
410K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
46.2K+ 4.61% |
$2.07M - $2.19M
|
1.05M
$47.7M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
35.2K+ 145.69% |
$1.58M - $1.67M
|
59.3K
$2.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
33.8K+ 10.0% |
$1.52M - $1.6M
|
372K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
33.6KNew |
$1.51M - $1.59M
|
33.6K
$1.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
32.2KNew |
$1.44M - $1.53M
|
32.2K
$1.47M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
28.5K+ 38.52% |
$1.28M - $1.35M
|
103K
$4.68M
|
|