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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-165- 1.97% |
$7.31K - $7.52K
|
8.21K
$378K
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-37.8K- 89.56% |
$1.7M - $1.75M
|
4.41K
$203K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-4.91K- 43.83% |
$221K - $227K
|
6.29K
$290K
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-2.04K- 29.65% |
$91.8K - $94.3K
|
4.84K
$223K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.98K- 13.27% |
$89K - $91.4K
|
12.9K
$595K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.63K- 20.79% |
$73.4K - $75.4K
|
6.21K
$286K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.42K- 28.1% |
$64K - $65.7K
|
3.64K
$167K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-993- 98.12% |
$44.7K - $45.9K
|
19
$875
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-488- 48.03% |
$22K - $22.6K
|
528
$24.3K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-100- 6.35% |
$4.5K - $4.63K
|
1.47K
$67.9K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1- 50.0% |
$45 - $46.3
|
1
$46.1
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-42K- 48.78% |
$1.79M - $1.94M
|
44.1K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-17.5K- 14.19% |
$746K - $810K
|
106K
$4.88M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-13.7KClosed |
$582K - $632K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-9.64K- 42.72% |
$411K - $446K
|
12.9K
$595K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.37K- 27.24% |
$271K - $295K
|
17K
$784K
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 30.36% |
$102K - $111K
|
5.52K
$254K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.14K- 18.02% |
$48.6K - $52.8K
|
5.2K
$239K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-964- 17.87% |
$41.1K - $44.6K
|
4.43K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-926- 82.6% |
$39.4K - $42.8K
|
195
$8.98K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-899Closed |
$38.3K - $41.6K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-682- 8.81% |
$29.1K - $31.5K
|
7.06K
$325K
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-613- 11.77% |
$26.1K - $28.4K
|
4.6K
$212K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-113- 0.69% |
$4.81K - $5.23K
|
16.3K
$749K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-182K- 93.87% |
$7.95M - $8.32M
|
11.9K
$548K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-159K- 18.51% |
$6.95M - $7.27M
|
701K
$32.3M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-55.9K- 67.05% |
$2.44M - $2.55M
|
27.5K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-26.1K- 7.64% |
$1.14M - $1.19M
|
316K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-22.6K- 2.6% |
$985K - $1.03M
|
847K
$39M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-16K- 55.66% |
$698K - $730K
|
12.7K
$587K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-15.8K- 33.92% |
$687K - $719K
|
30.7K
$1.41M
|
|
|
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
$732K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-6KClosed |
$262K - $274K
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.41K- 26.73% |
$105K - $110K
|
6.61K
$304K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.17K- 30.62% |
$94.6K - $99K
|
4.92K
$226K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.89K- 13.42% |
$82.2K - $86K
|
12.2K
$560K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.26K- 1.98% |
$55.1K - $57.7K
|
62.6K
$2.88M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-537- 2.63% |
$23.4K - $24.5K
|
19.9K
$917K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-180K- 90.98% |
$8.11M - $8.35M
|
17.8K
$820K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-97.8K- 47.37% |
$4.41M - $4.54M
|
109K
$5M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-7.23K- 43.5% |
$326K - $336K
|
9.39K
$433K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.01K- 29.56% |
$90.7K - $93.4K
|
4.79K
$221K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.36K- 19.8% |
$61.2K - $63K
|
5.49K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-800- 8.25% |
$36.1K - $37.2K
|
8.9K
$410K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-670- 11.24% |
$30.2K - $31.1K
|
5.29K
$244K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-220- 3.13% |
$9.93K - $10.2K
|
6.8K
$313K
|
|
|
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
$218K
|
|