Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2021
Q2 2021
|
Smith, Salley & Associates
|
BUY
|
- |
98.8K+ 282.17% |
$5.21M - $5.29M
|
134K
$6.09M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
91K+ 445.88% |
$4.8M - $4.87M
|
111K
$5.07M
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
89.3K+ 94.64% |
$4.71M - $4.78M
|
184K
$8.36M
|
|
|
Aug 03, 2021
Q2 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
83KNew |
$4.38M - $4.44M
|
83K
$3.78M
|
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
82.7K+ 29.83% |
$4.36M - $4.43M
|
360K
$16.4M
|
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
76.9K+ 181.62% |
$4.05M - $4.11M
|
119K
$5.42M
|
|
|
Jul 30, 2021
Q2 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
76.1K+ 32.55% |
$4.02M - $4.07M
|
310K
$14.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
74.6K+ 36.88% |
$3.93M - $3.99M
|
277K
$12.6M
|
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
71.7KNew |
$3.78M - $3.84M
|
71.7K
$3.27M
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
71.5K+ 50.19% |
$3.77M - $3.83M
|
214K
$9.74M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68.2K+ 9.28% |
$3.6M - $3.65M
|
803K
$36.5M
|
|
|
Aug 13, 2021
Q2 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
67K+ 20.32% |
$3.53M - $3.58M
|
396K
$18M
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
66.3K+ 83.92% |
$3.5M - $3.55M
|
145K
$6.62M
|
|
|
Jul 14, 2021
Q2 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
64.7K+ 44.89% |
$3.41M - $3.46M
|
209K
$9.5M
|
|
|
Aug 10, 2021
Q2 2021
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
64K+ 17.89% |
$3.38M - $3.42M
|
422K
$19.2M
|
|
|
Aug 10, 2021
Q2 2021
|
F3 Logic, LLC
|
BUY
|
- |
63.5K+ 120.52% |
$3.35M - $3.39M
|
116K
$5.29M
|
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
61.7K+ 27.35% |
$3.25M - $3.3M
|
287K
$13.1M
|
|
|
Aug 12, 2021
Q2 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
59.1K+ 63.93% |
$3.12M - $3.16M
|
152K
$6.9M
|
|
|
Jul 14, 2021
Q2 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
58.9K+ 46.84% |
$3.11M - $3.15M
|
185K
$8.41M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
55.5K+ 140.41% |
$2.93M - $2.97M
|
95.1K
$4.33M
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
55KNew |
$2.9M - $2.94M
|
55K
$2.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
54.8K+ 7.65% |
$2.89M - $2.93M
|
771K
$35.1M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
54.3K+ 61.59% |
$2.86M - $2.9M
|
142K
$6.48M
|
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
BUY
|
- |
53.3K+ 41.08% |
$2.81M - $2.85M
|
183K
$8.33M
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
52.3K+ 23.78% |
$2.76M - $2.8M
|
272K
$12.4M
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
49.6KNew |
$2.62M - $2.66M
|
49.6K
$2.26M
|
|
|
Jul 28, 2021
Q2 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
47.9K+ 42.04% |
$2.53M - $2.56M
|
162K
$7.37M
|
|
|
Aug 10, 2021
Q2 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
47.5KNew |
$2.5M - $2.54M
|
47.5K
$2.16M
|
|
|
Jul 19, 2021
Q2 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
43.1KNew |
$2.28M - $2.31M
|
43.1K
$1.96M
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
41K+ 15.69% |
$2.16M - $2.2M
|
303K
$13.8M
|
|
|
Aug 16, 2021
Q2 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
41KNew |
$2.16M - $2.19M
|
41K
$1.87M
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
40.3K+ 684.49% |
$2.12M - $2.15M
|
46.2K
$2.1M
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
40K+ 28.91% |
$2.11M - $2.14M
|
179K
$8.13M
|
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
38.4K+ 107.32% |
$2.02M - $2.05M
|
74.2K
$3.38M
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.6K+ 49.04% |
$1.93M - $1.96M
|
111K
$5.06M
|
|
|
Aug 13, 2021
Q2 2021
|
Destination Wealth Management
|
BUY
|
- |
35.8K+ 5.06% |
$1.89M - $1.91M
|
743K
$33.8M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
34.5K+ 23.33% |
$1.82M - $1.85M
|
183K
$8.31M
|
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
33.4K+ 6.52% |
$1.76M - $1.79M
|
546K
$24.9M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
33.1K+ 141.87% |
$1.74M - $1.77M
|
56.4K
$2.57M
|
|
|
Aug 12, 2021
Q2 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
32.5KNew |
$1.72M - $1.74M
|
32.5K
$1.48M
|
|
|
Jul 15, 2021
Q2 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
32.5K+ 23.0% |
$1.71M - $1.74M
|
174K
$7.9M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.3K+ 118.48% |
$1.65M - $1.67M
|
57.6K
$2.62M
|
|
|
Aug 16, 2021
Q2 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
30.8KNew |
$1.62M - $1.65M
|
30.8K
$1.4M
|
|
|
Aug 17, 2021
Q2 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.4K+ 168.83% |
$1.6M - $1.63M
|
48.4K
$2.2M
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
30.2K+ 26.25% |
$1.59M - $1.61M
|
145K
$6.6M
|
|
|
Aug 06, 2021
Q2 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
29.5K+ 39.04% |
$1.55M - $1.58M
|
105K
$4.78M
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
27.9K+ 26.8% |
$1.47M - $1.49M
|
132K
$6.01M
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27.7K+ 31.86% |
$1.46M - $1.48M
|
115K
$5.23M
|
|
|
Jul 08, 2021
Q2 2021
|
Montecito Bank & Trust
|
BUY
|
- |
26K+ 146.65% |
$1.37M - $1.39M
|
43.7K
$1.99M
|
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
BUY
|
- |
25.7K+ 91.46% |
$1.35M - $1.37M
|
53.7K
$2.45M
|