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 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
47.7K+ 18.58% |
$2.13M - $2.23M
|
304K
$13.8M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
BUY
|
- |
45.4K+ 11.07% |
$2.03M - $2.12M
|
455K
$20.7M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
44.7K+ 13.42% |
$2M - $2.09M
|
378K
$17.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
44.6KNew |
$1.99M - $2.08M
|
44.6K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
44.6K+ 371.43% |
$1.99M - $2.08M
|
56.6K
$2.58M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
41.8KNew |
$1.87M - $1.95M
|
41.8K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
41.4K+ 43.87% |
$1.85M - $1.93M
|
136K
$6.19M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
39.3K+ 68.53% |
$1.76M - $1.84M
|
96.7K
$4.4M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
38.2K+ 32.03% |
$1.71M - $1.78M
|
157K
$7.17M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
37.6K+ 22.51% |
$1.68M - $1.76M
|
205K
$9.32M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
37.4K+ 65.68% |
$1.67M - $1.75M
|
94.3K
$4.29M
|
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
35.5K+ 50.67% |
$1.59M - $1.66M
|
106K
$4.81M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
35.3KNew |
$1.58M - $1.65M
|
35.3K
$1.61M
|
|
|
Apr 07, 2023
Q1 2023
|
Hoese & CO LLP
|
BUY
|
- |
33.9KNew |
$1.51M - $1.58M
|
33.9K
$1.54M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
32.9K+ 295.2% |
$1.47M - $1.54M
|
44.1K
$2.01M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32.5K+ 1725.62% |
$1.45M - $1.52M
|
34.3K
$1.56M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
31.8KNew |
$1.42M - $1.49M
|
31.8K
$1.45M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
31.2K+ 174.6% |
$1.4M - $1.46M
|
49.1K
$2.24M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
29.9K+ 26.38% |
$1.33M - $1.39M
|
143K
$6.51M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
29.8K+ 80.59% |
$1.33M - $1.39M
|
66.8K
$3.04M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
29.5K+ 295.49% |
$1.32M - $1.38M
|
39.5K
$1.8M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
29.5K+ 3058.57% |
$1.32M - $1.38M
|
30.4K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.5K+ 32.02% |
$1.23M - $1.29M
|
113K
$5.17M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
26.8KNew |
$1.2M - $1.25M
|
26.8K
$1.22M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26.5K+ 28.05% |
$1.18M - $1.24M
|
121K
$5.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
26.5KNew |
$1.18M - $1.24M
|
26.5K
$1.2M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
26.3KNew |
$1.17M - $1.23M
|
26.3K
$1.2M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
26K+ 8.1% |
$1.16M - $1.21M
|
346K
$15.8M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
25.7K+ 16.55% |
$1.15M - $1.2M
|
181K
$8.23M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
25K+ 66.04% |
$1.12M - $1.17M
|
62.9K
$2.86M
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
24.8K+ 62.52% |
$1.11M - $1.16M
|
64.3K
$2.93M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
24.2K+ 32.65% |
$1.08M - $1.13M
|
98.2K
$4.47M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
23.9K+ 42.9% |
$1.07M - $1.12M
|
79.7K
$3.63M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
23.6K+ 24.42% |
$1.06M - $1.1M
|
120K
$5.48M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
23.4K+ 16.88% |
$1.05M - $1.09M
|
162K
$7.37M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
23.2K+ 130.39% |
$1.03M - $1.08M
|
40.9K
$1.86M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
22.9K+ 42.44% |
$1.02M - $1.07M
|
77K
$3.5M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
22.1K+ 18.1% |
$988K - $1.03M
|
144K
$6.57M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22K+ 24.71% |
$984K - $1.03M
|
111K
$5.06M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
22K+ 16.25% |
$983K - $1.03M
|
157K
$7.17M
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
22K+ 13.19% |
$982K - $1.03M
|
189K
$8.59M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
21.8KNew |
$973K - $1.02M
|
21.8K
$991K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
21.6K+ 73.19% |
$966K - $1.01M
|
51.1K
$2.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
21.3K+ 11.77% |
$951K - $994K
|
202K
$9.2M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
21.2K+ 14.45% |
$949K - $992K
|
168K
$7.65M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
20.7K+ 17.89% |
$927K - $968K
|
137K
$6.22M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
20.4K+ 37.46% |
$911K - $952K
|
74.8K
$3.41M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
19.7K+ 33.12% |
$878K - $918K
|
79K
$3.6M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
19.7KNew |
$878K - $918K
|
19.7K
$895K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.4K+ 47.91% |
$869K - $908K
|
60K
$2.73M
|