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 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.65K- 9.92% |
$73.8K - $77.1K
|
15K
$683K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.77K- 19.91% |
$79.2K - $82.7K
|
7.13K
$325K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.85K- 19.91% |
$82.8K - $86.6K
|
7.46K
$339K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.18K- 31.01% |
$97.2K - $102K
|
4.84K
$220K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.26K- 2.7% |
$101K - $106K
|
81.4K
$3.71M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.4K- 74.71% |
$107K - $112K
|
812
$37K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.89K- 26.0% |
$129K - $135K
|
8.23K
$375K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2.92K- 20.1% |
$131K - $136K
|
11.6K
$529K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.04K- 7.08% |
$136K - $142K
|
40K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-3.16K- 99.78% |
$141K - $147K
|
7
$319
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.65K- 10.96% |
$163K - $170K
|
29.6K
$1.35M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.67K- 11.59% |
$164K - $171K
|
28K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.81K- 13.67% |
$170K - $178K
|
24K
$1.09M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-4.51K- 40.19% |
$201K - $210K
|
6.71K
$305K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.54K- 17.5% |
$203K - $212K
|
21.4K
$974K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.88K- 1.41% |
$218K - $228K
|
341K
$15.5M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4.9K- 30.3% |
$219K - $229K
|
11.3K
$513K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.07K- 41.94% |
$227K - $237K
|
7.02K
$320K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-5.52K- 29.91% |
$246K - $257K
|
12.9K
$588K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-5.57K- 0.52% |
$249K - $260K
|
1.06M
$48.5M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.68K- 27.04% |
$254K - $265K
|
15.3K
$698K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.68K- 27.04% |
$254K - $265K
|
15.3K
$698K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.81K- 24.04% |
$259K - $271K
|
18.3K
$835K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.34K- 1.28% |
$283K - $296K
|
490K
$22.3M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.36K- 8.24% |
$284K - $297K
|
70.8K
$3.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-6.39KClosed |
$286K - $298K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-6.93K- 46.15% |
$310K - $324K
|
8.09K
$368K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.94K- 12.47% |
$310K - $324K
|
48.7K
$2.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-7.24K- 22.37% |
$324K - $338K
|
25.1K
$1.14M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-7.39K- 54.02% |
$330K - $345K
|
6.29K
$286K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-7.58K- 3.27% |
$339K - $354K
|
224K
$10.2M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-7.95K- 24.14% |
$355K - $371K
|
25K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.08K- 58.26% |
$361K - $377K
|
5.79K
$264K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-8.95K- 31.74% |
$400K - $418K
|
19.2K
$876K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-9.59K- 2.26% |
$429K - $448K
|
414K
$18.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-11.1K- 9.58% |
$497K - $520K
|
105K
$4.79M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.2K- 85.57% |
$500K - $523K
|
1.89K
$86K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.3K- 23.09% |
$505K - $527K
|
37.6K
$1.71M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-11.6K- 9.46% |
$518K - $541K
|
111K
$5.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-12.8K- 15.49% |
$572K - $598K
|
69.9K
$3.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-15.1K- 69.34% |
$673K - $703K
|
6.66K
$303K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20K- 38.74% |
$895K - $935K
|
31.7K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-21.9K- 17.13% |
$977K - $1.02M
|
106K
$4.82M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-22.5K- 18.56% |
$1.01M - $1.05M
|
98.7K
$4.49M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-24.8K- 72.25% |
$1.11M - $1.16M
|
9.52K
$433K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-25.4K- 11.6% |
$1.13M - $1.19M
|
193K
$8.8M
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-27.1K- 30.1% |
$1.21M - $1.27M
|
63K
$2.87M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-29.5K- 96.84% |
$1.32M - $1.38M
|
963
$43.8K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32K- 1.87% |
$1.43M - $1.49M
|
1.68M
$76.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-33.5K- 56.51% |
$1.49M - $1.56M
|
25.7K
$1.17M
|