Purchases and Sales Made in Q1 2025 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 2025. 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 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
194K+ 154.27% |
$8.67M - $8.97M
|
320K
$14.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
122K+ 4.76% |
$5.47M - $5.66M
|
2.69M
$124M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
90.8K+ 2.27% |
$4.06M - $4.2M
|
4.09M
$188M
|
|
|
Apr 02, 2025
Q1 2025
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
31.5K+ 4.47% |
$1.41M - $1.46M
|
737K
$33.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16K+ 2.81% |
$715K - $740K
|
584K
$26.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
13.7KNew |
$612K - $633K
|
13.7K
$630K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
10.8KNew |
$483K - $500K
|
10.8K
$497K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
9.89K+ 16.92% |
$442K - $457K
|
68.3K
$3.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.55K+ 106900.0% |
$382K - $396K
|
8.56K
$394K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
7.36K+ 1.88% |
$329K - $340K
|
399K
$18.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
6.63KNew |
$297K - $307K
|
6.63K
$305K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
6.01KNew |
$269K - $278K
|
6.01K
$276K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
4.3K+ 4.03% |
$192K - $199K
|
111K
$5.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.68K+ 13.48% |
$120K - $124K
|
22.6K
$1.04M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.65K+ 21.54% |
$119K - $123K
|
15K
$688K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
826New |
$36.9K - $38.2K
|
826
$38K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
547+ 6.95% |
$24.5K - $25.3K
|
8.42K
$387K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
447+ 212.86% |
$20K - $20.7K
|
657
$30.2K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
417+ 5.23% |
$18.6K - $19.3K
|
8.39K
$386K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
288+ 3.12% |
$12.9K - $13.3K
|
9.51K
$437K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
220+ 2.23% |
$9.84K - $10.2K
|
10.1K
$463K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
199New |
$8.9K - $9.2K
|
199
$9.15K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
44New |
$1.97K - $2.04K
|
44
$2.02K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.12% |
$44.7 - $46.3
|
90
$4.14K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-33- 0.54% |
$1.48K - $1.53K
|
6.06K
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-132- 0.36% |
$5.9K - $6.11K
|
36.7K
$1.69M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-148- 0.37% |
$6.62K - $6.85K
|
40K
$1.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-152- 8.45% |
$6.8K - $7.03K
|
1.65K
$75.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-177- 2.37% |
$7.92K - $8.19K
|
7.3K
$336K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-180- 1.37% |
$8.05K - $8.33K
|
12.9K
$594K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-300- 5.59% |
$13.4K - $13.9K
|
5.07K
$233K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-351- 3.21% |
$15.7K - $16.2K
|
10.6K
$487K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-549- 2.87% |
$24.6K - $25.4K
|
18.6K
$855K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-629- 0.98% |
$28.1K - $29.1K
|
63.6K
$2.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-630- 8.91% |
$28.2K - $29.1K
|
6.44K
$296K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-694- 10.16% |
$31K - $32.1K
|
6.14K
$282K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-734- 3.23% |
$32.8K - $33.9K
|
22K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-878- 12.96% |
$39.3K - $40.6K
|
5.9K
$271K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-963- 14.69% |
$43.1K - $44.5K
|
5.59K
$257K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.1K- 84.21% |
$49.4K - $51.1K
|
207
$9.52K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-1.3K- 22.31% |
$58.3K - $60.3K
|
4.54K
$209K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.32K- 1.83% |
$59.1K - $61.1K
|
70.8K
$3.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.7K- 0.9% |
$76K - $78.6K
|
188K
$8.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-1.76K- 14.9% |
$78.7K - $81.4K
|
10.1K
$462K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.81K- 6.74% |
$80.8K - $83.6K
|
25K
$1.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-3.55K- 5.42% |
$159K - $164K
|
62K
$2.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-4.08K- 2.68% |
$183K - $189K
|
148K
$6.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.34K- 4.56% |
$194K - $201K
|
91K
$4.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-6.93K- 1.25% |
$310K - $321K
|
546K
$25.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-11.3K- 11.71% |
$506K - $523K
|
85.3K
$3.92M
|