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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
23.5K+ 58.62% |
$1.05M - $1.12M
|
63.7K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
19K+ 458.43% |
$853K - $903K
|
23.2K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
17.6KNew |
$790K - $836K
|
17.6K
$804K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
14.3KNew |
$639K - $676K
|
14.3K
$650K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
12.7K+ 1.3% |
$570K - $603K
|
989K
$45.1M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
11.4K+ 121.93% |
$509K - $539K
|
20.7K
$942K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
9.64KNew |
$432K - $457K
|
9.64K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.2K+ 111.04% |
$413K - $436K
|
17.5K
$797K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.49KNew |
$381K - $403K
|
8.49K
$387K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
8.49K+ 57.36% |
$380K - $402K
|
23.3K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8.31K+ 33.77% |
$372K - $394K
|
32.9K
$1.5M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
8.26K+ 74.17% |
$370K - $392K
|
19.4K
$884K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8.22KNew |
$368K - $390K
|
8.22K
$375K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5.93K+ 36.52% |
$266K - $281K
|
22.2K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5.81KNew |
$261K - $276K
|
5.81K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.3KNew |
$238K - $251K
|
5.3K
$242K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.25KNew |
$235K - $249K
|
5.25K
$239K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.87KNew |
$219K - $231K
|
4.87K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.79K+ 70.9% |
$215K - $227K
|
11.5K
$526K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.63KNew |
$208K - $220K
|
4.63K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.6K+ 9.83% |
$206K - $218K
|
51.4K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.43KNew |
$198K - $210K
|
4.43K
$202K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.34KNew |
$195K - $206K
|
4.34K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.06K+ 25.9% |
$182K - $192K
|
19.7K
$898K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.03K+ 29.34% |
$181K - $191K
|
17.8K
$810K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.91K+ 6.69% |
$175K - $185K
|
62.3K
$2.84M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
3.65K+ 14.93% |
$164K - $173K
|
28.1K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.3K+ 36.03% |
$148K - $157K
|
12.5K
$568K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3.03K+ 20.3% |
$136K - $143K
|
17.9K
$817K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.55K+ 7.36% |
$114K - $121K
|
37.2K
$1.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.95KNew |
$87.3K - $92.3K
|
1.95K
$88.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.83KNew |
$81.9K - $86.6K
|
1.83K
$83.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$77.3K - $81.8K
|
1.72K
$78.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.67K+ 447.72% |
$74.9K - $79.2K
|
2.04K
$93.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.16K+ 25.08% |
$52K - $55K
|
5.78K
$263K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.08KNew |
$48.6K - $51.4K
|
1.08K
$49.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
944+ 17.15% |
$42.3K - $44.8K
|
6.45K
$294K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
915+ 15.62% |
$41K - $43.4K
|
6.77K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
775+ 12.82% |
$34.7K - $36.8K
|
6.82K
$311K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
684New |
$30.7K - $32.4K
|
684
$31.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
655New |
$29.4K - $31.1K
|
655
$29.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
648New |
$29K - $30.7K
|
648
$29.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
627New |
$28.1K - $29.7K
|
627
$28.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
603New |
$27K - $28.6K
|
603
$27.5K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
591+ 168.38% |
$26.5K - $28K
|
942
$42.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
577New |
$25.9K - $27.4K
|
577
$26.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
531New |
$23.8K - $25.2K
|
531
$24.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
527New |
$23.6K - $25K
|
527
$24K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
489New |
$21.9K - $23.2K
|
489
$22.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
463New |
$20.8K - $22K
|
463
$21.1K
|