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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14K+ 28.57% |
$689K - $737K
|
63.1K
$2.85M
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.8KNew |
$676K - $723K
|
13.8K
$622K
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
13.4K+ 22.77% |
$659K - $706K
|
72.3K
$3.27M
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.1K+ 25.52% |
$645K - $690K
|
64.5K
$2.92M
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
13K+ 24.62% |
$639K - $683K
|
65.8K
$2.97M
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.7K+ 22.6% |
$626K - $670K
|
69.1K
$3.12M
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
12.5KNew |
$614K - $657K
|
12.5K
$565K
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
11.7K+ 152.88% |
$573K - $613K
|
19.3K
$872K
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
BUY
|
- |
11.6K+ 16.04% |
$569K - $609K
|
83.9K
$3.79M
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
11.4K+ 13.75% |
$561K - $601K
|
94.5K
$4.27M
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
11.4K+ 100.11% |
$558K - $597K
|
22.7K
$1.03M
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
11K+ 38.39% |
$538K - $576K
|
39.5K
$1.79M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.3K+ 5.94% |
$504K - $539K
|
183K
$8.27M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.2K+ 169.38% |
$503K - $539K
|
16.3K
$736K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
10.2K+ 109.86% |
$499K - $534K
|
19.4K
$877K
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.75K+ 13.02% |
$479K - $513K
|
84.6K
$3.83M
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
9.67K+ 98.65% |
$475K - $509K
|
19.5K
$880K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.42K+ 12.33% |
$463K - $495K
|
85.8K
$3.88M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.39KNew |
$461K - $494K
|
9.39K
$424K
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.38K+ 8.87% |
$461K - $493K
|
115K
$5.2M
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
9.36K+ 13.8% |
$460K - $492K
|
77.2K
$3.49M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.36K+ 13.16% |
$460K - $492K
|
80.5K
$3.64M
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
9.23K+ 41.27% |
$454K - $485K
|
31.6K
$1.43M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.1K+ 89.96% |
$447K - $478K
|
19.2K
$868K
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
8.9KNew |
$437K - $468K
|
8.9K
$402K
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.68K+ 13.62% |
$427K - $457K
|
72.4K
$3.27M
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.65K+ 149.13% |
$425K - $455K
|
14.5K
$653K
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
8.42K+ 8.59% |
$414K - $443K
|
106K
$4.81M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.24KNew |
$405K - $433K
|
8.24K
$372K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
8.16K+ 36.78% |
$401K - $429K
|
30.3K
$1.37M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.06KNew |
$396K - $424K
|
8.06K
$364K
|
|
Apr 27, 2022
Q1 2022
|
Family Capital Trust CO
|
BUY
|
- |
8.05KNew |
$395K - $423K
|
8.05K
$364K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
7.89K+ 25.38% |
$388K - $415K
|
39K
$1.76M
|
|
May 03, 2022
Q1 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
7.74K+ 2.13% |
$380K - $407K
|
371K
$16.8M
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7.64K+ 27.47% |
$375K - $402K
|
35.5K
$1.6M
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.61KNew |
$374K - $400K
|
7.61K
$344K
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
7.51K+ 26.28% |
$369K - $395K
|
36.1K
$1.63M
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7.4KNew |
$363K - $389K
|
7.4K
$334K
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.34KNew |
$360K - $386K
|
7.34K
$332K
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
7.3KNew |
$359K - $384K
|
7.3K
$330K
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.24K+ 11.44% |
$356K - $381K
|
70.5K
$3.19M
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.21KNew |
$354K - $379K
|
7.21K
$326K
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6.91K+ 46.08% |
$340K - $364K
|
21.9K
$991K
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6.86K+ 2.65% |
$337K - $361K
|
266K
$12M
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.86KNew |
$337K - $360K
|
6.86K
$310K
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.82KNew |
$335K - $358K
|
6.82K
$308K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.76K+ 23.27% |
$332K - $355K
|
35.8K
$1.62M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.45K+ 21.15% |
$317K - $339K
|
37K
$1.67M
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
6.38K+ 85.71% |
$314K - $336K
|
13.8K
$625K
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.23K+ 8.74% |
$306K - $327K
|
77.5K
$3.5M
|