Purchases and Sales Made in Q1 2022 in Ishares Core Total Usd Bond Ma (IUSB)
This table provides information about the institutional ownership of Ishares Core Total Usd Bond Ma (IUSB) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES CORE TOTAL USD BOND MA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
121K+ 39.23% |
$5.96M - $6.38M
|
431K
$19.8M
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
117K+ 63.66% |
$5.73M - $6.13M
|
300K
$13.8M
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
116K+ 33.95% |
$5.71M - $6.12M
|
459K
$21.1M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
109K+ 38.07% |
$5.35M - $5.73M
|
395K
$18.2M
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
105KNew |
$5.16M - $5.52M
|
105K
$4.83M
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
104K+ 3.79% |
$5.11M - $5.47M
|
2.85M
$131M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
99.6K+ 33.71% |
$4.89M - $5.24M
|
395K
$18.2M
|
|
Apr 19, 2022
Q1 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
99K+ 42.18% |
$4.86M - $5.21M
|
334K
$15.3M
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
95.3K+ 22.97% |
$4.68M - $5.01M
|
510K
$23.5M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
94.6K+ 57.51% |
$4.65M - $4.98M
|
259K
$11.9M
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
91.4K+ 64.97% |
$4.49M - $4.81M
|
232K
$10.7M
|
|
May 04, 2022
Q1 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
83.1K+ 8.3% |
$4.08M - $4.37M
|
1.08M
$49.9M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
77.2K+ 22.97% |
$3.79M - $4.06M
|
413K
$19M
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
74.6K+ 61.8% |
$3.67M - $3.92M
|
195K
$8.99M
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
70.4K+ 84.48% |
$3.46M - $3.7M
|
154K
$7.07M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
69.9K+ 39.71% |
$3.43M - $3.67M
|
246K
$11.3M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68.8K+ 48.38% |
$3.38M - $3.62M
|
211K
$9.7M
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
BUY
|
- |
68.7K+ 32.77% |
$3.37M - $3.61M
|
278K
$12.8M
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
68.5K+ 25.84% |
$3.36M - $3.6M
|
333K
$15.3M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
66.4K+ 27.81% |
$3.26M - $3.49M
|
305K
$14M
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
65.6K+ 31.29% |
$3.22M - $3.45M
|
275K
$12.7M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
63.6K+ 6.21% |
$3.12M - $3.34M
|
1.09M
$50M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
61.5K+ 675.65% |
$3.02M - $3.24M
|
70.7K
$3.25M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
60.6K+ 23.88% |
$2.98M - $3.18M
|
314K
$14.4M
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
59.2K+ 30.28% |
$2.91M - $3.11M
|
255K
$11.7M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
59.1K+ 55.29% |
$2.9M - $3.11M
|
166K
$7.63M
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
BUY
|
- |
58.6K+ 28.1% |
$2.88M - $3.08M
|
267K
$12.3M
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
58.1K+ 207.82% |
$2.86M - $3.06M
|
86.1K
$3.96M
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
57.6K+ 58.34% |
$2.83M - $3.03M
|
156K
$7.19M
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
57.6K+ 269.78% |
$2.83M - $3.03M
|
78.9K
$3.63M
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
57.5K+ 45.49% |
$2.82M - $3.02M
|
184K
$8.45M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
57.4K+ 85.76% |
$2.82M - $3.02M
|
124K
$5.72M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
54K+ 107.68% |
$2.65M - $2.84M
|
104K
$4.79M
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
49.8K+ 19.57% |
$2.45M - $2.62M
|
304K
$14M
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
48.5K+ 84.7% |
$2.38M - $2.55M
|
106K
$4.86M
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
48KNew |
$2.36M - $2.52M
|
48K
$2.21M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
47.5K+ 31.28% |
$2.34M - $2.5M
|
200K
$9.18M
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
46.8K+ 29.13% |
$2.3M - $2.46M
|
208K
$9.55M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
45.7K+ 32.51% |
$2.25M - $2.4M
|
186K
$8.58M
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
45.5KNew |
$2.24M - $2.39M
|
45.5K
$2.09M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
44.7K+ 15.59% |
$2.19M - $2.35M
|
331K
$15.2M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.4K+ 0.44% |
$2.18M - $2.34M
|
10.1M
$466M
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
43K+ 50.47% |
$2.11M - $2.26M
|
128K
$5.89M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
40.9K+ 46.0% |
$2.01M - $2.15M
|
130K
$5.97M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
40.7KNew |
$2M - $2.14M
|
40.7K
$1.87M
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
38.4K+ 18.61% |
$1.89M - $2.02M
|
245K
$11.3M
|
|
Mar 11, 2024
Q1 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
38K+ 9.82% |
$1.87M - $2M
|
425K
$19.5M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37K+ 24.53% |
$1.82M - $1.94M
|
188K
$8.63M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
36.9KNew |
$1.81M - $1.94M
|
36.9K
$1.7M
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
34.7K+ 4.48% |
$1.7M - $1.82M
|
809K
$37.2M
|