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
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-307Closed |
$15.1K - $16.1K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-312Closed |
$15.3K - $16.4K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-390- 4.2% |
$19.2K - $20.5K
|
8.89K
$405K
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-422- 3.73% |
$20.7K - $22.2K
|
10.9K
$495K
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
SELL
|
- |
-468Closed |
$23K - $24.6K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-481- 2.67% |
$23.6K - $25.3K
|
17.5K
$797K
|
|
May 06, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-482Closed |
$23.7K - $25.3K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-508- 5.28% |
$25K - $26.7K
|
9.11K
$415K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-508Closed |
$25K - $26.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-532Closed |
$26.1K - $28K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-562Closed |
$27.6K - $29.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-570- 0.55% |
$28K - $30K
|
102K
$4.66M
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-580Closed |
$28.5K - $30.5K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-588- 4.26% |
$28.9K - $30.9K
|
13.2K
$601K
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-657- 1.93% |
$32.3K - $34.5K
|
33.3K
$1.52M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-708- 8.33% |
$34.8K - $37.2K
|
7.79K
$355K
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-745- 3.63% |
$36.6K - $39.2K
|
19.8K
$901K
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-779- 5.34% |
$38.3K - $41K
|
13.8K
$629K
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-783- 6.21% |
$38.5K - $41.2K
|
11.8K
$538K
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-853Closed |
$41.9K - $44.9K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
SELL
|
- |
-887- 0.15% |
$43.6K - $46.6K
|
589K
$26.8M
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-936- 93.79% |
$46K - $49.2K
|
62
$2.82K
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-1K- 2.02% |
$49.1K - $52.6K
|
48.5K
$2.21M
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.04K- 11.96% |
$51K - $54.6K
|
7.64K
$348K
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.24K- 15.97% |
$61K - $65.3K
|
6.53K
$297K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.39K- 65.12% |
$68.2K - $73K
|
744
$33.9K
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-1.41K- 8.66% |
$69K - $73.9K
|
14.8K
$675K
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.54K- 13.43% |
$75.6K - $80.9K
|
9.92K
$451K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.6K- 2.3% |
$78.8K - $84.3K
|
68K
$3.1M
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 7.51% |
$80.2K - $85.9K
|
20.1K
$915K
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
SELL
|
- |
-1.73K- 14.29% |
$85K - $91K
|
10.4K
$472K
|
|
Apr 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.83K- 28.47% |
$90K - $96.3K
|
4.6K
$209K
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-2.07K- 17.31% |
$102K - $109K
|
9.9K
$451K
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.1K- 3.63% |
$103K - $111K
|
55.8K
$2.54M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.19K- 7.88% |
$107K - $115K
|
25.5K
$1.16M
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-2.32K- 1.47% |
$114K - $122K
|
156K
$7.1M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.33K- 19.37% |
$115K - $123K
|
9.71K
$442K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.24K- 22.64% |
$159K - $170K
|
11.1K
$504K
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-3.55K- 0.99% |
$174K - $187K
|
353K
$16.1M
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.62K- 37.52% |
$178K - $190K
|
6.03K
$274K
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-3.73K- 8.49% |
$183K - $196K
|
40.2K
$1.83M
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
SELL
|
- |
-3.78KClosed |
$186K - $199K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.79KClosed |
$186K - $199K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-4.05K- 8.65% |
$199K - $213K
|
42.8K
$1.95M
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-4.2K- 26.39% |
$206K - $221K
|
11.7K
$534K
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.27KClosed |
$210K - $225K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.46KClosed |
$219K - $234K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4.48KClosed |
$220K - $236K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.77KClosed |
$234K - $251K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-4.82K- 33.67% |
$237K - $253K
|
9.49K
$432K
|