Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-164Closed |
$7.4K - $7.62K
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-75- 1.55% |
$3.38K - $3.48K
|
4.76K
$219K
|
|
Q1 2023 | |||||||
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-55.3K- 92.11% |
$2.47M - $2.58M
|
4.74K
$217K
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-3.16K- 99.78% |
$141K - $147K
|
7
$321
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-163Closed |
$7.28K - $7.61K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-136- 2.97% |
$6.08K - $6.35K
|
4.45K
$204K
|
|
Q4 2022 | |||||||
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-162K- 95.75% |
$7M - $7.46M
|
7.17K
$329K
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-16.8K- 64.12% |
$729K - $776K
|
9.42K
$432K
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.69K- 23.81% |
$73.2K - $78K
|
5.41K
$248K
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.25K- 94.36% |
$54.3K - $57.8K
|
75
$3.44K
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-787- 12.31% |
$34.1K - $36.3K
|
5.61K
$257K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-373Closed |
$16.2K - $17.2K
|
0
$0
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-296- 1.76% |
$12.8K - $13.6K
|
16.6K
$760K
|
|
Q3 2022 | |||||||
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-524K- 95.77% |
$23.1M - $25.1M
|
23.1K
$1.06M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-106K- 93.89% |
$4.66M - $5.07M
|
6.88K
$316K
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-40.5K- 96.0% |
$1.78M - $1.94M
|
1.68K
$77.3K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-11.9K- 3.74% |
$525K - $571K
|
306K
$14.1M
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-5.42KClosed |
$239K - $260K
|
0
$0
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.4K- 52.23% |
$238K - $259K
|
4.94K
$227K
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.95K- 19.12% |
$218K - $237K
|
20.9K
$960K
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.97K- 34.34% |
$131K - $142K
|
5.67K
$260K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.39KClosed |
$106K - $115K
|
0
$0
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.41K- 9.43% |
$62.3K - $67.8K
|
13.6K
$622K
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-1.02K- 22.25% |
$45K - $49K
|
3.57K
$164K
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-600- 2.53% |
$26.5K - $28.8K
|
23.1K
$1.06M
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-277- 2.72% |
$12.2K - $13.3K
|
9.91K
$455K
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-146- 11.62% |
$6.44K - $7.01K
|
1.11K
$50.9K
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-146- 11.62% |
$6.44K - $7.01K
|
1.11K
$50.9K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-25- 0.5% |
$1.1K - $1.2K
|
4.99K
$229K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.01MClosed |
$183M - $199M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-178KClosed |
$8.15M - $8.82M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-128KClosed |
$5.86M - $6.34M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-49.5K- 75.89% |
$2.26M - $2.45M
|
15.7K
$721K
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-20.3KClosed |
$929K - $1.01M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-19.4K- 49.15% |
$889K - $962K
|
20.1K
$923K
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-19KClosed |
$867K - $938K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-16.3KClosed |
$747K - $809K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-14.2KClosed |
$651K - $704K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-9.92KClosed |
$454K - $491K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-8.38K- 46.27% |
$383K - $415K
|
9.72K
$446K
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.25KClosed |
$377K - $408K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-8.19KClosed |
$374K - $405K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-5.95K- 60.12% |
$272K - $295K
|
3.95K
$181K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5.49K- 60.28% |
$251K - $272K
|
3.62K
$166K
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-5.39KClosed |
$246K - $267K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.2KClosed |
$238K - $257K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-5.05K- 53.25% |
$231K - $250K
|
4.44K
$204K
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-4.85KClosed |
$222K - $240K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.62KClosed |
$211K - $229K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-4.6KClosed |
$210K - $228K
|
0
$0
|