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 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-188- 0.83% |
$8.41K - $8.7K
|
22.4K
$1.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-204- 0.93% |
$9.12K - $9.44K
|
21.8K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-227- 0.06% |
$10.2K - $10.5K
|
354K
$16.3M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-253- 92.67% |
$11.3K - $11.7K
|
20
$921
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-271- 4.62% |
$12.1K - $12.5K
|
5.6K
$258K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-300- 5.59% |
$13.4K - $13.9K
|
5.07K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-307- 2.95% |
$13.7K - $14.2K
|
10.1K
$466K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-309- 5.62% |
$13.8K - $14.3K
|
5.19K
$239K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-313- 0.34% |
$14K - $14.5K
|
93.1K
$4.29M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-318- 4.94% |
$14.2K - $14.7K
|
6.12K
$282K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-351- 3.21% |
$15.7K - $16.2K
|
10.6K
$488K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-364- 0.23% |
$16.3K - $16.8K
|
159K
$7.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-400- 4.87% |
$17.9K - $18.5K
|
7.82K
$360K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-409- 0.88% |
$18.3K - $18.9K
|
46K
$2.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-427- 2.53% |
$19.1K - $19.7K
|
16.5K
$758K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-451- 8.97% |
$20.2K - $20.9K
|
4.58K
$211K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-504- 2.4% |
$22.5K - $23.3K
|
20.5K
$943K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-512- 1.92% |
$22.9K - $23.7K
|
26.1K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-537- 2.77% |
$24K - $24.8K
|
18.8K
$868K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-549- 2.87% |
$24.6K - $25.4K
|
18.6K
$857K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-595- 8.19% |
$26.6K - $27.5K
|
6.67K
$307K
|
|
|
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
$297K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-633- 2.28% |
$28.3K - $29.3K
|
27.1K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-663- 3.73% |
$29.6K - $30.7K
|
17.1K
$787K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-694- 10.16% |
$31K - $32.1K
|
6.14K
$283K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-734- 3.23% |
$32.8K - $33.9K
|
22K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-745- 0.89% |
$33.3K - $34.5K
|
83.4K
$3.84M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-850- 45.21% |
$38K - $39.3K
|
1.03K
$47.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-878- 12.96% |
$39.3K - $40.6K
|
5.9K
$272K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-907- 12.0% |
$40.6K - $41.9K
|
6.65K
$306K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-963- 14.69% |
$43.1K - $44.5K
|
5.59K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-978- 83.59% |
$43.7K - $45.2K
|
192
$8.84K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.02K- 2.23% |
$45.6K - $47.2K
|
44.7K
$2.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.05K- 6.86% |
$46.9K - $48.5K
|
14.2K
$656K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.1K- 84.21% |
$49.4K - $51.1K
|
207
$9.53K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.15K- 35.93% |
$51.2K - $53K
|
2.04K
$94K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.25K- 1.85% |
$55.7K - $57.6K
|
65.9K
$3.03M
|
|
|
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
$3.26M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.45K- 7.04% |
$64.6K - $66.8K
|
19.1K
$878K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.48K- 14.76% |
$66.2K - $68.5K
|
8.55K
$394K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 94.58% |
$66.3K - $68.5K
|
85
$3.91K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.5K- 20.59% |
$67K - $69.3K
|
5.78K
$266K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.51K- 19.77% |
$67.7K - $70K
|
6.15K
$283K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1.55K- 72.03% |
$69.1K - $71.5K
|
600
$27.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.57K- 13.48% |
$70.1K - $72.5K
|
10.1K
$463K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.67K- 81.74% |
$74.7K - $77.2K
|
373
$17.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.7K- 0.9% |
$76K - $78.6K
|
188K
$8.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.74K- 4.67% |
$77.8K - $80.4K
|
35.5K
$1.64M
|