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 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10+ 0.22% |
$447 - $467
|
4.52K
$206K
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
9+ 0.03% |
$402 - $420
|
31.3K
$1.42M
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
4+ 0.45% |
$179 - $187
|
886
$40.3K
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.53% |
$134 - $140
|
572
$26K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3New |
$134 - $140
|
3
$137
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-44- 2.71% |
$1.97K - $2.05K
|
1.58K
$71.9K
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-45- 0.29% |
$2.01K - $2.1K
|
15.4K
$699K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-49- 0.58% |
$2.19K - $2.29K
|
8.34K
$380K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-65- 0.89% |
$2.9K - $3.03K
|
7.25K
$330K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-68Closed |
$3.04K - $3.17K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
SELL
|
- |
-87- 0.76% |
$3.89K - $4.06K
|
11.4K
$520K
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-101- 1.93% |
$4.51K - $4.72K
|
5.15K
$234K
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-130- 0.86% |
$5.81K - $6.07K
|
15.1K
$686K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-133- 1.09% |
$5.94K - $6.21K
|
12.1K
$550K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-136- 2.97% |
$6.08K - $6.35K
|
4.45K
$202K
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-153- 0.17% |
$6.84K - $7.14K
|
90.8K
$4.13M
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-153- 2.1% |
$6.84K - $7.14K
|
7.13K
$325K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-163Closed |
$7.28K - $7.61K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-198- 0.04% |
$8.85K - $9.24K
|
514K
$23.4M
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-231- 32.08% |
$10.3K - $10.8K
|
489
$22.3K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-240- 1.34% |
$10.7K - $11.2K
|
17.6K
$803K
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-314- 2.55% |
$14K - $14.7K
|
12K
$547K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-323- 3.58% |
$14.4K - $15.1K
|
8.7K
$396K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-333- 5.51% |
$14.9K - $15.5K
|
5.71K
$260K
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-356- 6.07% |
$15.9K - $16.6K
|
5.51K
$251K
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-367- 2.92% |
$16.4K - $17.1K
|
12.2K
$555K
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-378- 6.5% |
$16.9K - $17.6K
|
5.43K
$247K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-462- 0.13% |
$20.6K - $21.6K
|
360K
$16.4M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-537- 14.01% |
$24K - $25.1K
|
3.3K
$150K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-542- 56.46% |
$24.2K - $25.3K
|
418
$19K
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-547- 1.06% |
$24.4K - $25.5K
|
51.1K
$2.32M
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-586- 0.37% |
$26.2K - $27.4K
|
158K
$7.18M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-646- 2.8% |
$28.9K - $30.2K
|
22.4K
$1.02M
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-669- 3.99% |
$29.9K - $31.2K
|
16.1K
$733K
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-760- 4.37% |
$34K - $35.5K
|
16.6K
$756K
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-777- 2.63% |
$34.7K - $36.3K
|
28.8K
$1.31M
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-838- 5.47% |
$37.4K - $39.1K
|
14.5K
$659K
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-934- 0.09% |
$41.7K - $43.6K
|
1M
$45.6M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-942- 83.51% |
$42.1K - $44K
|
186
$8.47K
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-965- 0.84% |
$43.1K - $45.1K
|
114K
$5.19M
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-988- 17.45% |
$44.1K - $46.1K
|
4.68K
$213K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.02K- 5.52% |
$45.7K - $47.7K
|
17.5K
$796K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.04K- 15.85% |
$46.3K - $48.4K
|
5.5K
$250K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 46.81% |
$55.1K - $57.6K
|
1.4K
$63.8K
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.24K- 60.29% |
$55.4K - $57.8K
|
816
$37.1K
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.28K- 4.28% |
$57.1K - $59.7K
|
28.6K
$1.3M
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.36K- 16.73% |
$60.7K - $63.4K
|
6.76K
$308K
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.44K- 19.46% |
$64.3K - $67.2K
|
5.96K
$271K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.64K- 47.81% |
$73.1K - $76.3K
|
1.79K
$81.3K
|