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 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.9K+ 37.76% |
$130K - $135K
|
10.6K
$482K
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.86K+ 14.27% |
$128K - $133K
|
22.9K
$1.04M
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
2.83K+ 1.29% |
$126K - $132K
|
223K
$10.1M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.76K+ 30.67% |
$123K - $129K
|
11.8K
$536K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.63K+ 16.81% |
$117K - $123K
|
18.3K
$831K
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
2.59K+ 5.56% |
$116K - $121K
|
49.1K
$2.24M
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.55K+ 25.07% |
$114K - $119K
|
12.7K
$580K
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.39K+ 5.06% |
$107K - $112K
|
49.7K
$2.26M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.34K+ 5.93% |
$105K - $109K
|
41.9K
$1.91M
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.25K+ 2.51% |
$101K - $105K
|
91.9K
$4.18M
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.21K+ 25.9% |
$98.8K - $103K
|
10.7K
$489K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.15K+ 67.53% |
$96.1K - $100K
|
5.33K
$243K
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.14K+ 15.5% |
$95.5K - $99.8K
|
15.9K
$725K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
2.06K+ 4.64% |
$91.9K - $96K
|
46.4K
$2.11M
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.02K+ 24.36% |
$90.1K - $94.1K
|
10.3K
$468K
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.98K+ 1.01% |
$88.6K - $92.6K
|
197K
$8.99M
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.98K+ 4.13% |
$88.4K - $92.4K
|
49.9K
$2.27M
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.98KNew |
$88.2K - $92.2K
|
1.98K
$89.9K
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.91K+ 11.48% |
$85.2K - $89.1K
|
18.5K
$843K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.84K+ 21.0% |
$82.3K - $86K
|
10.6K
$483K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.8K+ 4.59% |
$80.2K - $83.8K
|
40.9K
$1.86M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 20.71% |
$77.5K - $81K
|
10.1K
$460K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.68K+ 10.77% |
$75.2K - $78.6K
|
17.3K
$788K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.59K+ 16.92% |
$70.9K - $74.1K
|
11K
$499K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.55K+ 18.88% |
$69.4K - $72.6K
|
9.79K
$445K
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.42KNew |
$63.6K - $66.5K
|
1.42K
$64.8K
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
1.27K+ 3.95% |
$56.6K - $59.2K
|
33.3K
$1.52M
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
1.23K+ 17.36% |
$54.9K - $57.3K
|
8.3K
$378K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.2KNew |
$53.6K - $56K
|
1.2K
$54.6K
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.04K+ 8.97% |
$46.4K - $48.5K
|
12.6K
$575K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.01K+ 17.94% |
$45.1K - $47.2K
|
6.64K
$302K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
979+ 15.77% |
$43.7K - $45.7K
|
7.19K
$327K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
932+ 71.25% |
$41.6K - $43.5K
|
2.24K
$102K
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
887+ 9.82% |
$39.6K - $41.4K
|
9.92K
$452K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
867+ 0.94% |
$38.7K - $40.5K
|
92.8K
$4.23M
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
786+ 14.66% |
$35.1K - $36.7K
|
6.15K
$280K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
765+ 8.18% |
$34.2K - $35.7K
|
10.1K
$460K
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
764New |
$34.1K - $35.7K
|
764
$34.8K
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
760+ 2.93% |
$34K - $35.5K
|
26.7K
$1.22M
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
757+ 6.56% |
$33.8K - $35.3K
|
12.3K
$560K
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
753+ 1.67% |
$33.6K - $35.2K
|
45.7K
$2.08M
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
753+ 1.67% |
$33.6K - $35.2K
|
45.7K
$2.08M
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
717+ 5.44% |
$32K - $33.5K
|
13.9K
$632K
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
701+ 12.01% |
$31.3K - $32.7K
|
6.54K
$298K
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
587New |
$26.2K - $27.4K
|
587
$26.7K
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
585+ 7.89% |
$26.1K - $27.3K
|
8K
$364K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
575+ 47.52% |
$25.7K - $26.8K
|
1.79K
$81.3K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
547+ 2.69% |
$24.4K - $25.5K
|
20.9K
$950K
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
545+ 698.72% |
$24.4K - $25.4K
|
623
$28.4K
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
524+ 1.99% |
$23.4K - $24.5K
|
26.8K
$1.22M
|