Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.7M+ 27.6% |
$1.24B - $1.29B
|
128M
$5.83B
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.97M+ 24.82% |
$222M - $232M
|
25M
$1.14B
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.47MNew |
$200M - $209M
|
4.47M
$203M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3.1M+ 17.8% |
$138M - $145M
|
20.5M
$933M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.46M+ 25.66% |
$110M - $115M
|
12.1M
$549M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.4M+ 19.05% |
$107M - $112M
|
15M
$683M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.07M+ 27.69% |
$92.5M - $96.7M
|
9.55M
$435M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.48M+ 11.84% |
$66.3M - $69.3M
|
14M
$638M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.05M+ 18.89% |
$46.8M - $48.9M
|
6.6M
$300M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
871K+ 61.22% |
$38.9M - $40.7M
|
2.29M
$104M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
865K+ 25.29% |
$38.7M - $40.4M
|
4.29M
$195M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
717K+ 42.39% |
$32M - $33.5M
|
2.41M
$110M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
669K+ 13.76% |
$29.9M - $31.2M
|
5.53M
$252M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
634K+ 1823.25% |
$28.3M - $29.6M
|
669K
$30.4M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
615KNew |
$27.5M - $28.7M
|
615K
$28M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
564K+ 28.9% |
$25.2M - $26.3M
|
2.52M
$115M
|
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
552KNew |
$24.7M - $25.8M
|
552K
$25.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
514KNew |
$23M - $24M
|
514K
$23.4M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
488K+ 66.2% |
$21.8M - $22.8M
|
1.22M
$55.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
481K+ 20.47% |
$21.5M - $22.5M
|
2.83M
$129M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
480K+ 72.23% |
$21.5M - $22.4M
|
1.15M
$52.1M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
408KNew |
$18.2M - $19M
|
408K
$18.6M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
404K+ 31.81% |
$18.1M - $18.9M
|
1.68M
$76.3M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
392KNew |
$17.5M - $18.3M
|
392K
$17.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
390K+ 28.1% |
$17.4M - $18.2M
|
1.78M
$81M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
381K+ 10.51% |
$17M - $17.8M
|
4.01M
$183M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
377KNew |
$16.8M - $17.6M
|
377K
$17.2M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
362K+ 29.53% |
$16.2M - $16.9M
|
1.59M
$72.3M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
320K+ 35.67% |
$14.3M - $14.9M
|
1.22M
$55.4M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
314K+ 1885.24% |
$14M - $14.7M
|
331K
$15.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
310K+ 30.35% |
$13.9M - $14.5M
|
1.33M
$60.7M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
269K+ 57.41% |
$12M - $12.6M
|
739K
$33.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
260K+ 14.05% |
$11.6M - $12.2M
|
2.11M
$96.2M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
234K+ 3.61% |
$10.5M - $10.9M
|
6.72M
$306M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
231K+ 26.77% |
$10.3M - $10.8M
|
1.1M
$49.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
226K+ 32.37% |
$10.1M - $10.6M
|
924K
$42.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
225K+ 11.36% |
$10M - $10.5M
|
2.2M
$100M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
214K+ 32.94% |
$9.55M - $9.98M
|
863K
$39.3M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
206K+ 61.62% |
$9.22M - $9.64M
|
541K
$24.6M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
204K+ 25.22% |
$9.09M - $9.5M
|
1.01M
$46M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
200K+ 25.5% |
$8.95M - $9.35M
|
986K
$44.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
191KNew |
$8.51M - $8.9M
|
191K
$8.67M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
189K+ 10.95% |
$8.44M - $8.81M
|
1.91M
$87.1M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
184KNew |
$8.22M - $8.59M
|
184K
$8.38M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
184K+ 4.72% |
$8.2M - $8.57M
|
4.07M
$185M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
178K+ 0.77% |
$7.97M - $8.33M
|
23.4M
$1.07B
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
174K+ 3.85% |
$7.78M - $8.13M
|
4.7M
$214M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
166K+ 44.65% |
$7.4M - $7.74M
|
537K
$24.4M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
164K+ 44.78% |
$7.33M - $7.66M
|
530K
$24.1M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
163K+ 40.31% |
$7.29M - $7.62M
|
568K
$25.9M
|