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 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
8.38K+ 54.42% |
$374K - $391K
|
23.8K
$1.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
8.35K+ 45.47% |
$373K - $390K
|
26.7K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.34K+ 69.27% |
$372K - $389K
|
20.4K
$927K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
8.26K+ 31.91% |
$369K - $386K
|
34.1K
$1.55M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.11K+ 29.3% |
$362K - $379K
|
35.8K
$1.63M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.92K+ 19.55% |
$354K - $370K
|
48.4K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
7.8KNew |
$348K - $364K
|
7.8K
$355K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
7.64K+ 26.25% |
$341K - $357K
|
36.7K
$1.67M
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
BUY
|
- |
7.53K+ 104.14% |
$336K - $351K
|
14.8K
$671K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.46K+ 48.7% |
$333K - $348K
|
22.8K
$1.04M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.37KNew |
$329K - $344K
|
7.37K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.33KNew |
$327K - $342K
|
7.33K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.3KNew |
$326K - $341K
|
7.3K
$332K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.14K+ 6.58% |
$319K - $334K
|
116K
$5.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.7K+ 10.55% |
$299K - $313K
|
70.2K
$3.2M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.65K+ 11.43% |
$297K - $311K
|
64.9K
$2.95M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.63K+ 13.79% |
$296K - $310K
|
54.7K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
6.13K+ 51.99% |
$274K - $286K
|
17.9K
$816K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
5.84K+ 19.33% |
$261K - $273K
|
36.1K
$1.64M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.79KNew |
$259K - $270K
|
5.79K
$263K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.55K+ 17.13% |
$248K - $259K
|
37.9K
$1.73M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
5.39K+ 22.87% |
$241K - $252K
|
29K
$1.32M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.27K+ 22.18% |
$236K - $246K
|
29K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.27K+ 8.36% |
$235K - $246K
|
68.2K
$3.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
5.01KNew |
$224K - $234K
|
5.01K
$228K
|
|
|
May 09, 2023
Q1 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5.01KNew |
$224K - $234K
|
5.01K
$228K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.96K+ 5.7% |
$222K - $232K
|
92.1K
$4.19M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.91KNew |
$219K - $229K
|
4.91K
$224K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.9K+ 7.0% |
$219K - $229K
|
74.9K
$3.41M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
4.81K+ 19.29% |
$215K - $224K
|
29.7K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.74KNew |
$212K - $221K
|
4.74K
$216K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.74KNew |
$212K - $221K
|
4.74K
$216K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.71K+ 17.76% |
$211K - $220K
|
31.3K
$1.42M
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
4.55KNew |
$203K - $212K
|
4.55K
$207K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
4.43KNew |
$198K - $207K
|
4.43K
$202K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
4.38K+ 9.97% |
$196K - $204K
|
48.3K
$2.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.37K+ 22.55% |
$195K - $204K
|
23.7K
$1.08M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.31K+ 80.0% |
$193K - $201K
|
9.7K
$442K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.08K+ 2.42% |
$182K - $190K
|
173K
$7.87M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.93K+ 75.78% |
$176K - $184K
|
9.12K
$415K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.88K+ 41.35% |
$173K - $181K
|
13.3K
$603K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
3.86K+ 9.88% |
$173K - $180K
|
42.9K
$1.95M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.69K+ 8.81% |
$165K - $172K
|
45.5K
$2.07M
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
3.67K+ 25.49% |
$164K - $171K
|
18.1K
$823K
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.57K+ 21.18% |
$160K - $167K
|
20.4K
$931K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.51K+ 49.42% |
$157K - $164K
|
10.6K
$483K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.39K+ 89.13% |
$151K - $158K
|
7.18K
$327K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.25K+ 27.67% |
$145K - $152K
|
15K
$683K
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3K+ 41.91% |
$134K - $140K
|
10.2K
$462K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.96K+ 37.89% |
$132K - $138K
|
10.8K
$491K
|