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 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
4.52KNew |
$202K - $209K
|
4.52K
$208K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.34KNew |
$194K - $201K
|
4.34K
$200K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
4.3K+ 4.03% |
$192K - $199K
|
111K
$5.1M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.29K+ 0.85% |
$192K - $198K
|
509K
$23.4M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.99K+ 37.9% |
$178K - $184K
|
14.5K
$668K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.79K+ 91.17% |
$169K - $175K
|
7.95K
$366K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.71K+ 9.63% |
$166K - $171K
|
42.2K
$1.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.59K+ 10.9% |
$161K - $166K
|
36.5K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.53K+ 9.99% |
$158K - $163K
|
38.8K
$1.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.28KNew |
$147K - $152K
|
3.28K
$151K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.24K+ 11.44% |
$145K - $150K
|
31.5K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.13K+ 4.77% |
$140K - $145K
|
68.8K
$3.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
BUY
|
- |
2.76K+ 4.42% |
$123K - $127K
|
65K
$2.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.71K+ 22.31% |
$121K - $125K
|
14.8K
$683K
|
|
|
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
$689K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.57KNew |
$115K - $119K
|
2.57K
$118K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.53K+ 7.21% |
$113K - $117K
|
37.6K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 480.16% |
$106K - $110K
|
2.87K
$132K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.3K+ 6.46% |
$103K - $106K
|
37.9K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.3K+ 6.93% |
$103K - $106K
|
35.4K
$1.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.06K+ 3.79% |
$92K - $95.1K
|
56.4K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.84KNew |
$82.4K - $85.2K
|
1.84K
$84.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.77K+ 11.64% |
$79K - $81.7K
|
16.9K
$780K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.68K+ 201.32% |
$75K - $77.6K
|
2.51K
$116K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.66K+ 6.82% |
$74.3K - $76.8K
|
26K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.59K+ 1.0% |
$71K - $73.4K
|
161K
$7.42M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.56K+ 4.39% |
$69.6K - $72K
|
37K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.54K+ 7.6% |
$69K - $71.3K
|
21.8K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.52K+ 2.46% |
$67.8K - $70.1K
|
63K
$2.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.45K+ 3.03% |
$64.9K - $67.2K
|
49.3K
$2.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.41K+ 58.38% |
$62.9K - $65.1K
|
3.82K
$176K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.37K+ 0.34% |
$61.2K - $63.3K
|
402K
$18.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.33K+ 2.53% |
$59.5K - $61.5K
|
53.9K
$2.48M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.17K+ 233.87% |
$52.2K - $54K
|
1.67K
$76.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.15K+ 15.58% |
$51.4K - $53.1K
|
8.53K
$393K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.11K+ 51.08% |
$49.8K - $51.5K
|
3.29K
$152K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
898+ 1.18% |
$40.2K - $41.5K
|
77.2K
$3.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
891New |
$39.8K - $41.2K
|
891
$41K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
884New |
$39.5K - $40.9K
|
884
$40.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
875+ 1.33% |
$39.1K - $40.5K
|
66.7K
$3.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
828+ 3.15% |
$37K - $38.3K
|
27.1K
$1.25M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
826New |
$36.9K - $38.2K
|
826
$38K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
757+ 4.79% |
$33.9K - $35K
|
16.6K
$763K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
621+ 14.03% |
$27.8K - $28.7K
|
5.05K
$232K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
547+ 6.95% |
$24.5K - $25.3K
|
8.42K
$388K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
511+ 1.2% |
$22.9K - $23.6K
|
43K
$1.98M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
447+ 212.86% |
$20K - $20.7K
|
657
$30.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
437+ 1.64% |
$19.5K - $20.2K
|
27.1K
$1.25M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
417+ 5.23% |
$18.6K - $19.3K
|
8.39K
$386K
|