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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
251KNew |
$11.3M - $11.6M
|
251K
$11.4M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
239KNew |
$10.8M - $11.1M
|
239K
$10.9M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
234K+ 39.19% |
$10.6M - $10.8M
|
832K
$37.9M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
224K+ 67.85% |
$10.1M - $10.4M
|
555K
$25.2M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
221K+ 6.6% |
$9.97M - $10.2M
|
3.58M
$163M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
221K+ 64.82% |
$9.97M - $10.2M
|
563K
$25.6M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
218K+ 113.61% |
$9.8M - $10.1M
|
409K
$18.6M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
214K+ 36.14% |
$9.62M - $9.89M
|
805K
$36.7M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
207K+ 49.89% |
$9.32M - $9.58M
|
622K
$28.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
204KNew |
$9.17M - $9.43M
|
204K
$9.27M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
197K+ 1.03% |
$8.85M - $9.1M
|
19.3M
$878M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
196K+ 66.02% |
$8.83M - $9.07M
|
493K
$22.4M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
194K+ 67.79% |
$8.72M - $8.96M
|
479K
$21.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
192K+ 465.07% |
$8.64M - $8.88M
|
233K
$10.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
187KNew |
$8.41M - $8.65M
|
187K
$8.51M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
186K+ 19.29% |
$8.36M - $8.59M
|
1.15M
$52.3M
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
186KNew |
$8.36M - $8.59M
|
186K
$8.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
185K+ 30.11% |
$8.33M - $8.56M
|
800K
$36.4M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
181K+ 75.67% |
$8.14M - $8.36M
|
420K
$19.1M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
171K+ 114.08% |
$7.7M - $7.92M
|
321K
$14.6M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
171K+ 44.32% |
$7.68M - $7.9M
|
556K
$25.3M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
166KNew |
$7.49M - $7.7M
|
166K
$7.57M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
163K+ 34.77% |
$7.35M - $7.56M
|
633K
$28.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
157K+ 342221.75% |
$7.09M - $7.28M
|
157K
$7.17M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
154K+ 22.52% |
$6.91M - $7.1M
|
835K
$38M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
153KNew |
$6.9M - $7.09M
|
153K
$6.98M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
141K+ 96.52% |
$6.37M - $6.55M
|
288K
$13.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
140K+ 36.73% |
$6.31M - $6.48M
|
521K
$23.7M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
138K+ 2.83% |
$6.19M - $6.36M
|
5M
$228M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
136K+ 42.03% |
$6.13M - $6.3M
|
460K
$20.9M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
134K+ 18.69% |
$6.01M - $6.18M
|
848K
$38.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
134K+ 28.32% |
$6.01M - $6.18M
|
605K
$27.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
133K+ 27.85% |
$6.01M - $6.18M
|
613K
$27.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
126K+ 2345.3% |
$5.68M - $5.83M
|
131K
$5.99M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
125K+ 17.52% |
$5.63M - $5.79M
|
839K
$38.2M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
123K+ 14.54% |
$5.52M - $5.67M
|
965K
$43.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
121K+ 2226.16% |
$5.45M - $5.6M
|
126K
$5.75M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
120K+ 112.53% |
$5.4M - $5.55M
|
227K
$10.3M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
120K+ 39.94% |
$5.4M - $5.55M
|
420K
$19.1M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
115K+ 41.09% |
$5.19M - $5.34M
|
396K
$18M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
114K+ 112.24% |
$5.13M - $5.28M
|
216K
$9.81M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
113K+ 44.98% |
$5.09M - $5.23M
|
364K
$16.6M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
112K+ 107.89% |
$5.04M - $5.18M
|
216K
$9.82M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
111K+ 29.85% |
$4.99M - $5.13M
|
482K
$21.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
109K+ 24.88% |
$4.91M - $5.04M
|
547K
$24.9M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
108K+ 22.46% |
$4.86M - $4.99M
|
588K
$26.8M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
107K+ 85.19% |
$4.84M - $4.97M
|
234K
$10.6M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
106KNew |
$4.79M - $4.92M
|
106K
$4.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
98.7K+ 50.43% |
$4.45M - $4.57M
|
295K
$13.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
92.6K+ 55.58% |
$4.17M - $4.29M
|
259K
$11.8M
|