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 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.42K+ 31.74% |
$109K - $112K
|
10K
$461K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
2.4K+ 12.15% |
$108K - $111K
|
22.1K
$1.02M
|
|
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.37K+ 18.87% |
$107K - $110K
|
14.9K
$687K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.3K+ 5.21% |
$104K - $107K
|
46.5K
$2.14M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.28K+ 8.9% |
$103K - $106K
|
27.9K
$1.28M
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.25K+ 7.33% |
$101K - $104K
|
33K
$1.52M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
2.25K+ 7.92% |
$101K - $104K
|
30.6K
$1.41M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
2.23K+ 4.22% |
$100K - $103K
|
54.9K
$2.52M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.22K+ 10104.55% |
$100K - $103K
|
2.25K
$103K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.22K+ 27.42% |
$99.8K - $103K
|
10.3K
$474K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
2.15K+ 20.01% |
$96.8K - $99.5K
|
12.9K
$593K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.13K+ 46.1% |
$95.7K - $98.3K
|
6.74K
$310K
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2.09K+ 11.75% |
$94.2K - $96.8K
|
19.9K
$915K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.97KNew |
$88.6K - $91.1K
|
1.97K
$90.5K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.96K+ 0.62% |
$88.3K - $90.8K
|
318K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.92K+ 40.48% |
$86.2K - $88.6K
|
6.65K
$306K
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.89K+ 30.12% |
$85.2K - $87.5K
|
8.17K
$376K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.84K+ 23.3% |
$82.8K - $85.1K
|
9.74K
$448K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.81K+ 26.39% |
$81.4K - $83.6K
|
8.65K
$398K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.75KNew |
$78.8K - $81K
|
1.75K
$80.5K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 23.59% |
$73.4K - $75.4K
|
8.54K
$393K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.6K+ 33.97% |
$71.9K - $73.9K
|
6.3K
$290K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.6K+ 15.99% |
$71.8K - $73.8K
|
11.6K
$532K
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
1.58K+ 6.04% |
$71.3K - $73.2K
|
27.8K
$1.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.55K+ 3.13% |
$69.8K - $71.7K
|
51K
$2.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.5K+ 25.37% |
$67.3K - $69.2K
|
7.39K
$340K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.46KNew |
$65.5K - $67.4K
|
1.46K
$66.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.43K+ 30.3% |
$64.2K - $66K
|
6.14K
$282K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.39K+ 19.85% |
$62.4K - $64.2K
|
8.38K
$385K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.38K+ 27.04% |
$62.1K - $63.8K
|
6.48K
$298K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.33K+ 24.97% |
$59.7K - $61.3K
|
6.63K
$305K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.32K+ 7.72% |
$59.2K - $60.9K
|
18.4K
$844K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.3K+ 9.86% |
$58.6K - $60.2K
|
14.5K
$667K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.29K+ 5.31% |
$58K - $59.6K
|
25.5K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.24KNew |
$55.8K - $57.3K
|
1.24K
$57K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
1.17K+ 18.83% |
$52.4K - $53.9K
|
7.35K
$338K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.15K+ 5.89% |
$51.7K - $53.1K
|
20.6K
$949K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.02K+ 476.53% |
$45.7K - $47K
|
1.23K
$56.5K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.01K+ 11.94% |
$45.7K - $46.9K
|
9.51K
$437K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
970+ 0.84% |
$43.7K - $44.9K
|
117K
$5.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
911+ 8.37% |
$41K - $42.2K
|
11.8K
$542K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
904+ 2.53% |
$40.7K - $41.8K
|
36.6K
$1.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
870+ 3.88% |
$39.2K - $40.3K
|
23.3K
$1.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
861+ 3.21% |
$38.8K - $39.8K
|
27.7K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
840+ 18.62% |
$37.8K - $38.9K
|
5.35K
$246K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
814+ 1.36% |
$36.6K - $37.7K
|
60.5K
$2.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
771+ 8.92% |
$34.7K - $35.7K
|
9.41K
$433K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
700+ 23333.33% |
$31.5K - $32.4K
|
703
$32.3K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
691+ 6.66% |
$31.1K - $32K
|
11.1K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
627+ 5.65% |
$28.2K - $29K
|
11.7K
$539K
|