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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-22.6K- 2.6% |
$985K - $1.03M
|
847K
$38.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-16K- 55.66% |
$698K - $730K
|
12.7K
$581K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-15.8K- 33.92% |
$687K - $719K
|
30.7K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-14KClosed |
$612K - $641K
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-11.6K- 42.27% |
$508K - $531K
|
15.9K
$725K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-6KClosed |
$262K - $274K
|
0
$0
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.67K- 79.07% |
$117K - $122K
|
707
$32.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.41K- 26.73% |
$105K - $110K
|
6.61K
$301K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.17K- 30.62% |
$94.6K - $99K
|
4.92K
$224K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.89K- 13.42% |
$82.2K - $86K
|
12.2K
$554K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.26K- 1.98% |
$55.1K - $57.7K
|
62.6K
$2.85M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-537- 2.63% |
$23.4K - $24.5K
|
19.9K
$908K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1- 0.08% |
$43.6 - $45.6
|
1.29K
$58.6K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-180K- 90.98% |
$8.11M - $8.35M
|
17.8K
$812K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-97.8K- 47.37% |
$4.41M - $4.54M
|
109K
$4.95M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-7.23K- 43.5% |
$326K - $336K
|
9.39K
$428K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.01K- 29.56% |
$90.7K - $93.4K
|
4.79K
$218K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.36K- 19.8% |
$61.2K - $63K
|
5.49K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-800- 8.25% |
$36.1K - $37.2K
|
8.9K
$406K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-670- 11.24% |
$30.2K - $31.1K
|
5.29K
$241K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-220- 3.13% |
$9.93K - $10.2K
|
6.8K
$310K
|
|
|
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
$217K
|
|
| Q1 2023 | |||||||
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-55.3K- 92.11% |
$2.47M - $2.58M
|
4.74K
$216K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-3.16K- 99.78% |
$141K - $147K
|
7
$319
|
|
|
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
$203K
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-162K- 95.75% |
$7M - $7.46M
|
7.17K
$327K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-16.8K- 64.12% |
$729K - $776K
|
9.42K
$429K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.69K- 23.81% |
$73.2K - $78K
|
5.41K
$247K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.25K- 94.36% |
$54.3K - $57.8K
|
75
$3.42K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-787- 12.31% |
$34.1K - $36.3K
|
5.61K
$256K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-758- 12.13% |
$32.8K - $35K
|
5.49K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-473- 5.01% |
$20.5K - $21.8K
|
8.98K
$409K
|
|
|
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
$755K
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-524K- 95.77% |
$23.1M - $25.1M
|
23.1K
$1.05M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-106K- 93.89% |
$4.66M - $5.07M
|
6.88K
$314K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-40.5K- 96.0% |
$1.78M - $1.94M
|
1.68K
$76.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-11.9K- 3.74% |
$525K - $571K
|
306K
$14M
|
|
|
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
$225K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.95K- 19.12% |
$218K - $237K
|
20.9K
$954K
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.97K- 34.34% |
$131K - $142K
|
5.67K
$258K
|
|
|
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
$618K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-1.15K- 11.74% |
$50.7K - $55.2K
|
8.65K
$394K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-1.02K- 22.25% |
$45K - $49K
|
3.57K
$163K
|
|
|
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
$452K
|
|