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 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
510+ 252.48% |
$22.8K - $23.8K
|
712
$32.4K
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
487+ 7.86% |
$21.8K - $22.7K
|
6.68K
$304K
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
477New |
$21.3K - $22.3K
|
477
$21.7K
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
460+ 5.24% |
$20.6K - $21.5K
|
9.24K
$421K
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
451+ 8.22% |
$20.2K - $21.1K
|
5.94K
$270K
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
434+ 1.05% |
$19.4K - $20.3K
|
41.7K
$1.9M
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
412+ 7.96% |
$18.4K - $19.2K
|
5.59K
$254K
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
385+ 4.35% |
$17.2K - $18K
|
9.24K
$421K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
342+ 2.65% |
$15.3K - $16K
|
13.2K
$602K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
325+ 0.04% |
$14.5K - $15.2K
|
824K
$37.5M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
321New |
$14.3K - $15K
|
321
$14.6K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
309+ 3.13% |
$13.8K - $14.4K
|
10.2K
$464K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
291New |
$13K - $13.6K
|
291
$13.2K
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
272+ 1.48% |
$12.2K - $12.7K
|
18.7K
$851K
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
261+ 10.76% |
$11.7K - $12.2K
|
2.69K
$122K
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
258+ 0.27% |
$11.5K - $12K
|
95.7K
$4.36M
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
250+ 73.53% |
$11.2K - $11.7K
|
590
$26.9K
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
250+ 1.25% |
$11.2K - $11.7K
|
20.3K
$922K
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
235+ 4.28% |
$10.5K - $11K
|
5.72K
$260K
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
223+ 0.25% |
$9.96K - $10.4K
|
88.8K
$4.04M
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
218+ 0.98% |
$9.74K - $10.2K
|
22.5K
$1.02M
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
195+ 1.37% |
$8.71K - $9.1K
|
14.4K
$655K
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
193+ 0.68% |
$8.62K - $9.01K
|
28.6K
$1.3M
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
164New |
$7.33K - $7.66K
|
164
$7.47K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
151New |
$6.75K - $7.05K
|
151
$6.87K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
145+ 2.16% |
$6.48K - $6.77K
|
6.87K
$313K
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
140+ 0.65% |
$6.26K - $6.54K
|
21.7K
$986K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
133New |
$5.94K - $6.21K
|
133
$6.05K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
133+ 65.52% |
$5.94K - $6.21K
|
336
$15.3K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
125New |
$5.59K - $5.84K
|
125
$5.69K
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
123+ 0.49% |
$5.5K - $5.74K
|
25.1K
$1.14M
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
119+ 0.63% |
$5.32K - $5.56K
|
19.1K
$870K
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
116+ 19.5% |
$5.18K - $5.42K
|
711
$32.4K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
99+ 1.1% |
$4.42K - $4.62K
|
9.1K
$414K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
97+ 6.07% |
$4.33K - $4.53K
|
1.7K
$77.2K
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
92+ 0.92% |
$4.11K - $4.3K
|
10K
$457K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60New |
$2.68K - $2.8K
|
60
$2.73K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
57New |
$2.55K - $2.66K
|
57
$2.59K
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
53+ 0.42% |
$2.37K - $2.47K
|
12.7K
$580K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
50New |
$2.23K - $2.33K
|
50
$2.28K
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
46+ 0.58% |
$2.06K - $2.15K
|
7.98K
$363K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
45New |
$2.01K - $2.1K
|
45
$2.05K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
40+ 28.99% |
$1.79K - $1.87K
|
178
$8.1K
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
33New |
$1.47K - $1.54K
|
33
$1.5K
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
31+ 10.69% |
$1.39K - $1.45K
|
321
$14.6K
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
29+ 0.21% |
$1.3K - $1.35K
|
14.1K
$644K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
28+ 50.91% |
$1.25K - $1.31K
|
83
$3.78K
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21+ 40.38% |
$938 - $980
|
73
$3.32K
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
19+ 0.16% |
$849 - $887
|
12K
$547K
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
16+ 0.05% |
$715 - $747
|
33K
$1.5M
|