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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.4M+ 7.62% |
$152M - $157M
|
48M
$2.21B
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
1.21M+ 4501.01% |
$54.3M - $56.2M
|
1.24M
$57.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.05M+ 0.75% |
$47M - $48.6M
|
142M
$6.55B
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
403K+ 590.04% |
$18M - $18.7M
|
472K
$21.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
341K+ 20.26% |
$15.2M - $15.7M
|
2.02M
$93.1M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
322K+ 535.92% |
$14.4M - $14.9M
|
382K
$17.6M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
246K+ 15.77% |
$11M - $11.4M
|
1.81M
$83.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
218K+ 148.22% |
$9.77M - $10.1M
|
366K
$16.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
203K+ 16.68% |
$9.06M - $9.37M
|
1.42M
$65.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
195K+ 25.06% |
$8.71M - $9.01M
|
972K
$44.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
194K+ 154.27% |
$8.67M - $8.97M
|
320K
$14.7M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
193K+ 6.8% |
$8.64M - $8.94M
|
3.03M
$140M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
171K+ 136.45% |
$7.66M - $7.92M
|
297K
$13.7M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
166K+ 13.82% |
$7.43M - $7.69M
|
1.37M
$63M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
153KNew |
$6.86M - $7.09M
|
153K
$7.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
124K+ 8.4% |
$5.54M - $5.73M
|
1.6M
$73.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
122K+ 4.76% |
$5.47M - $5.66M
|
2.69M
$124M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
116K+ 1.36% |
$5.18M - $5.36M
|
8.63M
$397M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
115K+ 9.42% |
$5.15M - $5.32M
|
1.34M
$61.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
92.1K+ 5.75% |
$4.12M - $4.26M
|
1.69M
$78M
|
|
|
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 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
75.1K+ 7.04% |
$3.36M - $3.48M
|
1.14M
$52.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
72.7K+ 10.47% |
$3.25M - $3.36M
|
768K
$35.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
68.2K+ 103.84% |
$3.05M - $3.16M
|
134K
$6.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
65.5KNew |
$2.93M - $3.03M
|
65.5K
$3.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
62K+ 10.14% |
$2.77M - $2.87M
|
674K
$31M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
57.6KNew |
$2.58M - $2.67M
|
57.6K
$2.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
54.2K+ 7.97% |
$2.42M - $2.51M
|
734K
$33.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
52.8KNew |
$2.36M - $2.44M
|
52.8K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
52.2K+ 16.57% |
$2.33M - $2.41M
|
367K
$16.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
50.1K+ 8.36% |
$2.24M - $2.32M
|
649K
$29.9M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
50K+ 3.56% |
$2.23M - $2.31M
|
1.45M
$66.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
47.2K+ 19.23% |
$2.11M - $2.18M
|
293K
$13.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
45.1K+ 1.55% |
$2.02M - $2.09M
|
2.95M
$136M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
40.3K+ 11.75% |
$1.8M - $1.86M
|
383K
$17.6M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
37.7K+ 20.52% |
$1.69M - $1.74M
|
221K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
37.2K+ 17.61% |
$1.66M - $1.72M
|
248K
$11.4M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
36KNew |
$1.61M - $1.67M
|
36K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
34.7K+ 8.84% |
$1.55M - $1.6M
|
427K
$19.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
34.1K+ 401.91% |
$1.53M - $1.58M
|
42.6K
$1.96M
|
|
|
Apr 02, 2025
Q1 2025
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
31.5K+ 4.47% |
$1.41M - $1.46M
|
737K
$33.9M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
31.4KNew |
$1.4M - $1.45M
|
31.4K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
29.3K+ 22.6% |
$1.31M - $1.36M
|
159K
$7.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
26.7K+ 44.57% |
$1.19M - $1.23M
|
86.6K
$3.99M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.7KNew |
$1.15M - $1.19M
|
25.7K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
24K+ 7.07% |
$1.07M - $1.11M
|
363K
$16.7M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
23.8K+ 514.51% |
$1.06M - $1.1M
|
28.4K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
23.5K+ 9.12% |
$1.05M - $1.09M
|
282K
$13M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
23.4K+ 8.43% |
$1.05M - $1.08M
|
302K
$13.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
23.2K+ 17.41% |
$1.04M - $1.07M
|
157K
$7.22M
|