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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-33.6K- 48.4% |
$1.5M - $1.57M
|
35.8K
$1.63M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-39K- 23.33% |
$1.74M - $1.82M
|
128K
$5.83M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-39.1K- 99.99% |
$1.75M - $1.83M
|
2
$91
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-43K- 36.07% |
$1.92M - $2.01M
|
76.2K
$3.47M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-49.6K- 6.71% |
$2.22M - $2.32M
|
690K
$31.4M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-51.8K- 0.17% |
$2.31M - $2.42M
|
31M
$1.41B
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-52K- 37.63% |
$2.32M - $2.43M
|
86.1K
$3.92M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-52.7K- 12.75% |
$2.35M - $2.46M
|
360K
$16.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-55.3K- 92.11% |
$2.47M - $2.58M
|
4.74K
$216K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-59.1K- 66.0% |
$2.64M - $2.76M
|
30.5K
$1.39M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-61.1K- 91.16% |
$2.73M - $2.85M
|
5.92K
$270K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-61.6K- 33.3% |
$2.75M - $2.88M
|
123K
$5.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-71.4K- 12.2% |
$3.19M - $3.34M
|
514K
$23.4M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-96.2K- 90.98% |
$4.3M - $4.49M
|
9.53K
$434K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-104K- 11.97% |
$4.67M - $4.88M
|
768K
$35M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-113K- 30.14% |
$5.07M - $5.3M
|
263K
$12M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-131K- 24.77% |
$5.85M - $6.11M
|
398K
$18.1M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-156K- 59.09% |
$6.95M - $7.26M
|
108K
$4.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-186K- 90.1% |
$8.29M - $8.66M
|
20.4K
$928K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-216K- 16.68% |
$9.67M - $10.1M
|
1.08M
$49.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-221K- 41.3% |
$9.89M - $10.3M
|
315K
$14.3M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-285K- 36.65% |
$12.7M - $13.3M
|
492K
$22.4M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-313K- 98.38% |
$14M - $14.6M
|
5.16K
$235K
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-317K- 97.84% |
$14.2M - $14.8M
|
7.02K
$320K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-324K- 94.18% |
$14.5M - $15.1M
|
20K
$912K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-326K- 89.35% |
$14.6M - $15.2M
|
38.9K
$1.77M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-330K- 94.04% |
$14.7M - $15.4M
|
20.9K
$952K
|
|
|
May 15, 2023
Q1 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-400K- 53.8% |
$17.9M - $18.7M
|
343K
$15.6M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-405K- 24.17% |
$18.1M - $18.9M
|
1.27M
$57.8M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-421K- 70.35% |
$18.8M - $19.7M
|
178K
$8.08M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-950K- 75.05% |
$42.5M - $44.4M
|
316K
$14.4M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8.26M- 12.0% |
$369M - $386M
|
60.6M
$2.76B
|