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 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-4.83K- 20.79% |
$237K - $254K
|
18.4K
$832K
|
|
|
May 10, 2022
Q1 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-4.92KClosed |
$242K - $259K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-4.98KClosed |
$245K - $262K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-5.11K- 19.78% |
$251K - $268K
|
20.7K
$936K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.43K- 27.71% |
$267K - $285K
|
14.2K
$640K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5.48KClosed |
$269K - $288K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-5.5KClosed |
$270K - $289K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.52KClosed |
$271K - $290K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.61K- 30.66% |
$276K - $295K
|
12.7K
$574K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.66KClosed |
$278K - $298K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-5.78KClosed |
$284K - $304K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-5.8K- 9.67% |
$285K - $305K
|
54.1K
$2.45M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.15K- 17.0% |
$302K - $323K
|
30K
$1.36M
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-7.39K- 47.25% |
$363K - $389K
|
8.25K
$373K
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-7.91K- 51.4% |
$388K - $416K
|
7.47K
$338K
|
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-8.64K- 46.89% |
$425K - $454K
|
9.79K
$443K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-8.81K- 82.3% |
$433K - $463K
|
1.89K
$85.6K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-8.81K- 21.23% |
$433K - $463K
|
32.7K
$1.48M
|
|
|
May 12, 2022
Q1 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-9K- 33.21% |
$442K - $473K
|
18.1K
$818K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-9.02K- 22.84% |
$443K - $474K
|
30.5K
$1.38M
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-9.07KClosed |
$445K - $477K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-9.89K- 56.88% |
$486K - $520K
|
7.5K
$339K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-9.98K- 21.6% |
$490K - $525K
|
36.2K
$1.64M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.2K- 68.09% |
$500K - $535K
|
4.77K
$216K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.3K- 94.61% |
$504K - $539K
|
585
$26.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-11.6K- 18.57% |
$571K - $611K
|
51K
$2.3M
|
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-11.7K- 8.25% |
$576K - $617K
|
130K
$5.9M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12.2K- 60.26% |
$600K - $642K
|
8.06K
$364K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-13.3K- 51.9% |
$653K - $699K
|
12.3K
$557K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-13.3K- 51.9% |
$653K - $699K
|
12.3K
$557K
|
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-17.1K- 61.62% |
$842K - $901K
|
10.7K
$482K
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-20.5KClosed |
$1M - $1.08M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-21K- 27.18% |
$1.03M - $1.1M
|
56.2K
$2.54M
|
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-23.8KClosed |
$1.17M - $1.25M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-24.4K- 37.74% |
$1.2M - $1.28M
|
40.2K
$1.82M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-25.1KClosed |
$1.23M - $1.32M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-25.3K- 22.37% |
$1.24M - $1.33M
|
87.6K
$3.96M
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-26K- 38.25% |
$1.28M - $1.37M
|
42K
$1.9M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-26.1KClosed |
$1.28M - $1.37M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-27.3K- 50.1% |
$1.34M - $1.44M
|
27.2K
$1.23M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-28.6KClosed |
$1.4M - $1.5M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-29.5K- 40.29% |
$1.45M - $1.55M
|
43.8K
$1.98M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30.6K- 93.22% |
$1.5M - $1.61M
|
2.23K
$101K
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-30.8KClosed |
$1.51M - $1.62M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-35K- 50.05% |
$1.72M - $1.84M
|
35K
$1.58M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-35.7K- 41.03% |
$1.75M - $1.88M
|
51.3K
$2.32M
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-36K- 55.12% |
$1.77M - $1.89M
|
29.3K
$1.32M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39.4K- 9.17% |
$1.93M - $2.07M
|
390K
$17.6M
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-40.1K- 45.07% |
$1.97M - $2.11M
|
48.9K
$2.21M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-42K- 18.56% |
$2.06M - $2.21M
|
184K
$8.32M
|