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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
157K+ 20.13% |
$6.99M - $7.31M
|
934K
$42.5M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
153K+ 31.73% |
$6.86M - $7.16M
|
637K
$29M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
150K+ 42.68% |
$6.71M - $7.02M
|
502K
$22.9M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
146K+ 114.57% |
$6.53M - $6.82M
|
274K
$12.5M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
140K+ 24.19% |
$6.27M - $6.55M
|
720K
$32.8M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
137KNew |
$6.14M - $6.41M
|
137K
$6.25M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
128K+ 24.41% |
$5.71M - $5.96M
|
651K
$29.6M
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
126K+ 137.08% |
$5.65M - $5.91M
|
219K
$9.96M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
121K+ 43.96% |
$5.42M - $5.67M
|
397K
$18.1M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
121K+ 4.0% |
$5.39M - $5.64M
|
3.13M
$143M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
108K+ 11.99% |
$4.81M - $5.03M
|
1.01M
$45.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
105K+ 15.85% |
$4.69M - $4.9M
|
768K
$34.9M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
103K+ 349.59% |
$4.62M - $4.83M
|
133K
$6.06M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
103K+ 32.58% |
$4.62M - $4.83M
|
421K
$19.2M
|
|
|
May 15, 2023
Q1 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
98K+ 7.89% |
$4.38M - $4.58M
|
1.34M
$61M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
97K+ 25.65% |
$4.33M - $4.53M
|
475K
$21.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
95.2KNew |
$4.25M - $4.45M
|
95.2K
$4.33M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
92.3K+ 60.32% |
$4.13M - $4.31M
|
245K
$11.2M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
91.8K+ 39.71% |
$4.1M - $4.29M
|
323K
$14.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
91.6K+ 30.97% |
$4.09M - $4.28M
|
388K
$17.6M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
90.4K+ 18.9% |
$4.04M - $4.22M
|
569K
$25.9M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
89.7K+ 24.91% |
$4.01M - $4.19M
|
450K
$20.5M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
89.4K+ 81.32% |
$4M - $4.18M
|
199K
$9.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
88.9K+ 234.13% |
$3.97M - $4.15M
|
127K
$5.77M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
86.1KNew |
$3.85M - $4.02M
|
86.1K
$3.92M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
84K+ 9.48% |
$3.75M - $3.92M
|
970K
$44.2M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
82.4K+ 86.54% |
$3.68M - $3.85M
|
178K
$8.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
81.2K+ 69.97% |
$3.63M - $3.79M
|
197K
$8.98M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
81K+ 63.23% |
$3.62M - $3.78M
|
209K
$9.52M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
79.4K+ 11.9% |
$3.55M - $3.71M
|
746K
$34M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
79.2K+ 33.73% |
$3.54M - $3.7M
|
314K
$14.3M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
78.7K+ 173.91% |
$3.52M - $3.68M
|
124K
$5.64M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
75.2K+ 33.48% |
$3.36M - $3.51M
|
300K
$13.7M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
74.8K+ 15.34% |
$3.34M - $3.49M
|
563K
$25.6M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
72.5K+ 45.19% |
$3.24M - $3.38M
|
233K
$10.6M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
71.9K+ 36.65% |
$3.21M - $3.36M
|
268K
$12.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
70.2K+ 99.45% |
$3.13M - $3.28M
|
141K
$6.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
70K+ 22.52% |
$3.13M - $3.27M
|
381K
$17.3M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
69K+ 50.53% |
$3.08M - $3.22M
|
206K
$9.36M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
65.9K+ 35.49% |
$2.94M - $3.08M
|
252K
$11.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
64.8K+ 54.93% |
$2.89M - $3.02M
|
183K
$8.31M
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
63.5K+ 15.67% |
$2.84M - $2.97M
|
469K
$21.3M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
62.6K+ 1384.42% |
$2.8M - $2.92M
|
67.2K
$3.06M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
60.4K+ 12.67% |
$2.7M - $2.82M
|
538K
$24.5M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
57.3K+ 48.38% |
$2.56M - $2.68M
|
176K
$8.01M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
53.5K+ 234.79% |
$2.39M - $2.5M
|
76.3K
$3.47M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
53.3K+ 19.39% |
$2.38M - $2.49M
|
328K
$14.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
52.3K+ 29.05% |
$2.34M - $2.44M
|
232K
$10.6M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
50.7K+ 20.71% |
$2.26M - $2.37M
|
295K
$13.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
48.8K+ 30.98% |
$2.18M - $2.28M
|
206K
$9.39M
|