Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
34M+ 33.92% |
$1.53B - $1.57B
|
134M
$6.12B
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.96M+ 38.89% |
$403M - $414M
|
32M
$1.46B
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.38M+ 37.78% |
$242M - $249M
|
19.6M
$893M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.88M+ 41.13% |
$220M - $226M
|
16.7M
$762M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.73M+ 32.5% |
$213M - $219M
|
19.3M
$878M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.73M+ 32.5% |
$213M - $219M
|
19.3M
$878M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.02M+ 86.69% |
$181M - $186M
|
8.65M
$394M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.9M+ 10.78% |
$175M - $180M
|
40.1M
$1.82B
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.63M+ 22.19% |
$164M - $168M
|
20M
$911M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.42M+ 27826.88% |
$154M - $158M
|
3.44M
$156M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.04M+ 38.73% |
$137M - $140M
|
10.9M
$495M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.16M+ 36.48% |
$97.3M - $100M
|
8.08M
$368M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.86M+ 40.25% |
$83.9M - $86.3M
|
6.5M
$296M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.84M+ 35.86% |
$82.9M - $85.3M
|
6.98M
$318M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.64M+ 44.04% |
$73.8M - $75.8M
|
5.36M
$244M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.64M+ 3.42% |
$73.6M - $75.7M
|
49.5M
$2.25B
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.56M+ 20.36% |
$70.3M - $72.3M
|
9.24M
$421M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.28M+ 114.81% |
$57.6M - $59.2M
|
2.39M
$109M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.2MNew |
$54.2M - $55.7M
|
1.2M
$54.8M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.1M+ 25.48% |
$49.4M - $50.8M
|
5.4M
$246M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
1.05M+ 62.13% |
$47.3M - $48.6M
|
2.74M
$125M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
966K+ 4.75% |
$43.5M - $44.7M
|
21.3M
$971M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
900K+ 78.5% |
$40.5M - $41.6M
|
2.05M
$93.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
872K+ 23.17% |
$39.3M - $40.3M
|
4.64M
$211M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
732K+ 28.83% |
$32.9M - $33.9M
|
3.27M
$149M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
686K+ 37.68% |
$30.9M - $31.7M
|
2.51M
$114M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
606K+ 207.05% |
$27.3M - $28M
|
898K
$40.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
506K+ 3828.72% |
$22.8M - $23.4M
|
520K
$23.7M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
505K+ 46.24% |
$22.7M - $23.4M
|
1.6M
$72.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
456K+ 30.07% |
$20.5M - $21.1M
|
1.97M
$89.8M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
454K+ 89.78% |
$20.4M - $21M
|
959K
$43.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
443K+ 80.73% |
$19.9M - $20.5M
|
991K
$45.1M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
421K+ 31.14% |
$19M - $19.5M
|
1.77M
$80.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
412K+ 16.45% |
$18.5M - $19M
|
2.91M
$133M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
406K+ 40.26% |
$18.3M - $18.8M
|
1.41M
$64.4M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
402K+ 58.12% |
$18.1M - $18.6M
|
1.09M
$49.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
391K+ 1948.93% |
$17.6M - $18.1M
|
411K
$18.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
390K+ 35.89% |
$17.6M - $18M
|
1.48M
$67.2M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
390K+ 26.05% |
$17.6M - $18M
|
1.89M
$85.9M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
327K+ 43.54% |
$14.7M - $15.1M
|
1.08M
$49M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
313K+ 79.99% |
$14.1M - $14.5M
|
703K
$32M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
309K+ 60.53% |
$13.9M - $14.3M
|
821K
$37.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
308K+ 78.63% |
$13.9M - $14.3M
|
700K
$31.9M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
297K+ 32.43% |
$13.4M - $13.8M
|
1.21M
$55.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
297K+ 12.08% |
$13.4M - $13.8M
|
2.76M
$126M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
293K+ 33.41% |
$13.2M - $13.6M
|
1.17M
$53.3M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
287K+ 64.45% |
$12.9M - $13.3M
|
733K
$33.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
284K+ 86.01% |
$12.8M - $13.1M
|
614K
$27.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
276K+ 13.19% |
$12.4M - $12.8M
|
2.37M
$108M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
253K+ 14.68% |
$11.4M - $11.7M
|
1.98M
$90M
|