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
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
470+ 10.31% |
$21.2K - $21.7K
|
5.03K
$238K
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
455+ 2.57% |
$20.5K - $21.1K
|
18.1K
$857K
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
424+ 2.47% |
$19.1K - $19.6K
|
17.6K
$833K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
380+ 4.27% |
$17.1K - $17.6K
|
9.29K
$439K
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
379+ 2.02% |
$17.1K - $17.5K
|
19.2K
$905K
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
352+ 3.94% |
$15.8K - $16.3K
|
9.28K
$438K
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
343New |
$15.4K - $15.9K
|
343
$16.2K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
335New |
$15.1K - $15.5K
|
335
$15.8K
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
325+ 0.69% |
$14.6K - $15K
|
47.4K
$2.24M
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
316+ 2.42% |
$14.2K - $14.6K
|
13.4K
$632K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
313+ 4.41% |
$14.1K - $14.5K
|
7.4K
$350K
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
298+ 0.32% |
$13.4K - $13.8K
|
93K
$4.4M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
290New |
$13.1K - $13.4K
|
290
$13.7K
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
288+ 0.19% |
$13K - $13.3K
|
151K
$7.12M
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
280+ 59.07% |
$12.6K - $13K
|
754
$35.6K
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
279+ 0.46% |
$12.6K - $12.9K
|
60.7K
$2.87M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
249+ 0.61% |
$11.2K - $11.5K
|
41.3K
$1.95M
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
245+ 0.43% |
$11K - $11.3K
|
57.4K
$2.71M
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
238+ 16.49% |
$10.7K - $11K
|
1.68K
$79.4K
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
232+ 67.64% |
$10.4K - $10.7K
|
575
$27.2K
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
222+ 0.6% |
$9.99K - $10.3K
|
37K
$1.75M
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
190+ 0.86% |
$8.55K - $8.79K
|
22.3K
$1.05M
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
171New |
$7.7K - $7.91K
|
171
$8.08K
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
168+ 75.0% |
$7.56K - $7.77K
|
392
$18.5K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
162New |
$7.29K - $7.5K
|
162
$7.65K
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
157+ 2.39% |
$7.07K - $7.26K
|
6.72K
$318K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
157New |
$7.07K - $7.26K
|
157
$7.42K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
134+ 3.0% |
$6.03K - $6.2K
|
4.6K
$217K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
130+ 111.11% |
$5.85K - $6.02K
|
247
$11.7K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
124+ 1.04% |
$5.58K - $5.74K
|
12K
$569K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
113+ 594.74% |
$5.09K - $5.23K
|
132
$6.24K
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
89New |
$4.01K - $4.12K
|
89
$4.2K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
77+ 0.39% |
$3.47K - $3.56K
|
20K
$944K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
75New |
$3.38K - $3.47K
|
75
$3.54K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
73New |
$3.29K - $3.38K
|
73
$3.45K
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
73+ 0.12% |
$3.29K - $3.38K
|
59.8K
$2.82M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
67+ 21.61% |
$3.02K - $3.1K
|
377
$17.8K
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
54+ 0.45% |
$2.43K - $2.5K
|
12K
$566K
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
54+ 0.71% |
$2.43K - $2.5K
|
7.7K
$364K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
52+ 7.88% |
$2.34K - $2.41K
|
712
$33.6K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
42+ 0.18% |
$1.89K - $1.94K
|
23.4K
$1.1M
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
42+ 0.18% |
$1.89K - $1.94K
|
24K
$1.13M
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
34New |
$1.53K - $1.57K
|
34
$1.61K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
21New |
$945 - $972
|
21
$992
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
17+ 10.83% |
$765 - $787
|
174
$8.22K
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
17New |
$765 - $787
|
17
$803
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
16+ 0.27% |
$720 - $740
|
5.98K
$283K
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
16+ 0.13% |
$720 - $740
|
12.3K
$580K
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
14+ 0.07% |
$630 - $648
|
20.6K
$971K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 0.18% |
$360 - $370
|
4.44K
$210K
|