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
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-1.75K- 5.31% |
$78.4K - $81.1K
|
31.3K
$1.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-1.76K- 14.9% |
$78.7K - $81.4K
|
10.1K
$463K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.77K- 85.21% |
$79.3K - $82K
|
308
$14.2K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.81K- 6.74% |
$80.8K - $83.6K
|
25K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.86K- 1.35% |
$83.4K - $86.2K
|
136K
$6.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-1.88K- 18.73% |
$84.1K - $87K
|
8.16K
$376K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.07K- 9.39% |
$92.4K - $95.6K
|
19.9K
$918K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-2.28K- 22.17% |
$102K - $106K
|
8.02K
$369K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.34K- 2.22% |
$105K - $108K
|
103K
$4.73M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.47K- 20.71% |
$110K - $114K
|
9.44K
$435K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.6K- 9.31% |
$116K - $120K
|
25.3K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
SELL
|
- |
-2.63K- 6.57% |
$118K - $122K
|
37.4K
$1.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.64K- 11.32% |
$118K - $122K
|
20.7K
$953K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-2.66K- 9.45% |
$119K - $123K
|
25.4K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-2.75K- 10.98% |
$123K - $127K
|
22.3K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3K- 5.67% |
$134K - $139K
|
49.8K
$2.3M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-3K- 23.61% |
$134K - $139K
|
9.7K
$447K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-3.05K- 0.65% |
$137K - $141K
|
470K
$21.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-3.12K- 36.5% |
$140K - $144K
|
5.43K
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.14K- 1.19% |
$140K - $145K
|
260K
$12M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-3.14K- 25.12% |
$140K - $145K
|
9.36K
$431K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.15K- 16.78% |
$141K - $146K
|
15.6K
$719K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.28K- 8.97% |
$146K - $151K
|
33.2K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.29K- 4.09% |
$147K - $152K
|
77.1K
$3.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-3.45K- 4.27% |
$154K - $160K
|
77.4K
$3.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.53K- 9.79% |
$158K - $163K
|
32.5K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-3.54K- 81.78% |
$158K - $164K
|
788
$36.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.54K- 12.45% |
$158K - $164K
|
24.9K
$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 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.75K- 2.8% |
$167K - $173K
|
130K
$5.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-3.8K- 8.08% |
$170K - $176K
|
43.3K
$1.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.85K- 6.45% |
$172K - $178K
|
55.9K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.98K- 35.67% |
$178K - $184K
|
7.18K
$331K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-3.99K- 20.21% |
$178K - $185K
|
15.8K
$726K
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-4.08K- 2.68% |
$183K - $189K
|
148K
$6.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-4.09K- 4.22% |
$183K - $189K
|
92.8K
$4.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.34K- 4.56% |
$194K - $201K
|
91K
$4.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-4.43K- 0.47% |
$198K - $205K
|
947K
$43.6M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-4.64K- 1.48% |
$207K - $214K
|
308K
$14.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.73K- 5.16% |
$212K - $219K
|
86.9K
$4M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.74K- 3.98% |
$212K - $219K
|
115K
$5.27M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.78K- 19.22% |
$214K - $221K
|
20.1K
$924K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-4.78K- 15.52% |
$214K - $221K
|
26K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.87K- 4.97% |
$218K - $225K
|
93.1K
$4.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-5.05K- 4.27% |
$226K - $234K
|
113K
$5.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.17K- 6.74% |
$231K - $239K
|
71.5K
$3.29M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-5.41K- 9.86% |
$242K - $250K
|
49.4K
$2.28M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-5.72K- 15.94% |
$256K - $264K
|
30.1K
$1.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-5.87K- 2.63% |
$263K - $271K
|
217K
$10M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-6.13K- 6.21% |
$274K - $284K
|
92.7K
$4.27M
|