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 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
19.4K+ 8.26% |
$867K - $906K
|
254K
$11.6M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
19.4KNew |
$865K - $904K
|
19.4K
$881K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
19K+ 25.25% |
$848K - $886K
|
94.2K
$4.29M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
18.2K+ 196.69% |
$814K - $850K
|
27.5K
$1.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
17.8K+ 23.64% |
$795K - $831K
|
93.1K
$4.24M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.6K+ 139.86% |
$787K - $823K
|
30.2K
$1.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
17.6K+ 3.95% |
$787K - $823K
|
464K
$21.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
17K+ 51.03% |
$759K - $793K
|
50.3K
$2.29M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
16.7K+ 78.27% |
$747K - $780K
|
38.1K
$1.73M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
16.6K+ 35.91% |
$741K - $775K
|
62.8K
$2.86M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
16.2K+ 12.84% |
$725K - $758K
|
143K
$6.49M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
16.1K+ 32.22% |
$718K - $750K
|
65.9K
$3M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
16K+ 25.79% |
$715K - $748K
|
78.1K
$3.55M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16K+ 32.31% |
$715K - $748K
|
65.6K
$2.98M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
15.7KNew |
$702K - $733K
|
15.7K
$715K
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
15.3K+ 12.1% |
$684K - $715K
|
142K
$6.46M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
15K+ 156.95% |
$669K - $699K
|
24.5K
$1.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
14.7K+ 39.81% |
$657K - $686K
|
51.6K
$2.35M
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
14.7KNew |
$655K - $684K
|
14.7K
$667K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
14.5K+ 0.85% |
$646K - $675K
|
1.71M
$77.9M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
14.1KNew |
$630K - $658K
|
14.1K
$641K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14K+ 35.17% |
$626K - $654K
|
53.8K
$2.45M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
13.7KNew |
$610K - $638K
|
13.7K
$622K
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
13.6K+ 57.36% |
$610K - $637K
|
37.4K
$1.7M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
13.4KNew |
$601K - $628K
|
13.4K
$612K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13.1K+ 10.86% |
$587K - $614K
|
134K
$6.11M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
12.8K+ 56.95% |
$570K - $595K
|
35.1K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.3KNew |
$551K - $576K
|
12.3K
$561K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
11.9K+ 14.24% |
$533K - $557K
|
95.8K
$4.36M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11.8K+ 29.49% |
$527K - $551K
|
51.8K
$2.36M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.6K+ 20.95% |
$519K - $543K
|
67.1K
$3.05M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.4K+ 3.77% |
$507K - $530K
|
312K
$14.2M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.2K+ 13.86% |
$498K - $521K
|
91.6K
$4.17M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
10.8K+ 4.92% |
$481K - $503K
|
230K
$10.5M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10.6K+ 27.98% |
$474K - $496K
|
48.6K
$2.21M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
10.2K+ 8.11% |
$455K - $476K
|
136K
$6.18M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.94K+ 24.64% |
$444K - $464K
|
50.3K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
9.68K+ 5.3% |
$433K - $452K
|
192K
$8.75M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.49K+ 9.18% |
$424K - $443K
|
113K
$5.14M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
9.32K+ 12.59% |
$417K - $435K
|
83.4K
$3.8M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9.25KNew |
$413K - $432K
|
9.25K
$421K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
BUY
|
- |
9.19K+ 121.25% |
$410K - $429K
|
16.8K
$763K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.11K+ 181.88% |
$407K - $425K
|
14.1K
$643K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.04K+ 3.62% |
$404K - $422K
|
259K
$11.8M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8.87K+ 29.54% |
$396K - $414K
|
38.9K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.71KNew |
$389K - $407K
|
8.71K
$396K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
8.62K+ 9.6% |
$385K - $403K
|
98.4K
$4.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.53KNew |
$381K - $398K
|
8.53K
$388K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.41K+ 52.37% |
$376K - $393K
|
24.5K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
8.38KNew |
$375K - $391K
|
8.38K
$382K
|