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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2021
Q2 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.41K+ 2.62% |
$180K - $182K
|
133K
$6.07M
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.14K+ 49.94% |
$166K - $168K
|
9.44K
$430K
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
3KNew |
$158K - $160K
|
3K
$137K
|
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.9K+ 5272.73% |
$153K - $155K
|
2.96K
$135K
|
|
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.8K+ 29.6% |
$148K - $150K
|
12.3K
$558K
|
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.65K+ 37.42% |
$140K - $142K
|
9.74K
$443K
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
2.57K+ 27.08% |
$136K - $138K
|
12.1K
$549K
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.53K+ 13.17% |
$134K - $135K
|
21.8K
$991K
|
|
|
Jul 22, 2021
Q2 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.23K+ 4.08% |
$118K - $119K
|
57K
$2.59M
|
|
|
Jul 26, 2021
Q2 2021
|
Windsor Group LTD
|
BUY
|
- |
2.12K+ 2.34% |
$112K - $113K
|
92.7K
$4.22M
|
|
|
Aug 13, 2021
Q2 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2.11K+ 30.06% |
$111K - $113K
|
9.11K
$415K
|
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.08K+ 15.63% |
$110K - $111K
|
15.4K
$700K
|
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.97K+ 26.29% |
$104K - $105K
|
9.45K
$430K
|
|
|
Aug 13, 2021
Q2 2021
|
Keystone Financial Group
|
BUY
|
- |
1.96K+ 15.33% |
$103K - $105K
|
14.8K
$672K
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.88K+ 46.17% |
$98.9K - $100K
|
5.94K
$270K
|
|
|
Mar 11, 2024
Q2 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.86K+ 0.66% |
$97.8K - $99.2K
|
281K
$12.8M
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.6K+ 96.5% |
$84.4K - $85.6K
|
3.26K
$148K
|
|
|
Aug 03, 2021
Q2 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
1.45K+ 5.48% |
$76.4K - $77.5K
|
27.9K
$1.27M
|
|
|
Aug 04, 2021
Q2 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.42K+ 17.35% |
$74.9K - $76K
|
9.61K
$438K
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
1.4KNew |
$73.9K - $74.9K
|
1.4K
$63.8K
|
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.4K+ 2.83% |
$73.8K - $74.8K
|
50.9K
$2.31M
|
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.29K+ 16.74% |
$67.8K - $68.7K
|
8.96K
$408K
|
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.25K+ 27.91% |
$65.7K - $66.6K
|
5.71K
$260K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.24KNew |
$65.5K - $66.4K
|
1.24K
$56.5K
|
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
1.17K+ 2.77% |
$61.4K - $62.3K
|
43.2K
$1.97M
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.14K+ 191.74% |
$60K - $60.8K
|
1.73K
$78.7K
|
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
BUY
|
- |
1.01KNew |
$53.1K - $53.8K
|
1.01K
$45.8K
|
|
|
Jul 13, 2021
Q2 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
1K+ 14.58% |
$52.8K - $53.6K
|
7.87K
$358K
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
953New |
$50.3K - $51K
|
953
$43.4K
|
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
946New |
$49.9K - $50.6K
|
946
$43.1K
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
905+ 18.39% |
$47.7K - $48.4K
|
5.83K
$265K
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
845+ 84500.0% |
$44.6K - $45.2K
|
846
$38.5K
|
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
785+ 2.86% |
$41.4K - $42K
|
28.2K
$1.28M
|
|
|
Aug 09, 2021
Q2 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
750New |
$39.6K - $40.1K
|
750
$34.1K
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
739New |
$39K - $39.5K
|
739
$33.6K
|
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
685New |
$36.1K - $36.6K
|
685
$31.2K
|
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
590+ 84.29% |
$31.1K - $31.6K
|
1.29K
$58.7K
|
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
551+ 72.12% |
$29.1K - $29.5K
|
1.32K
$59.9K
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
550New |
$29K - $29.4K
|
550
$25K
|
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
485+ 13.5% |
$25.6K - $25.9K
|
4.08K
$186K
|
|
|
Aug 13, 2021
Q2 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
419+ 10.35% |
$22.1K - $22.4K
|
4.47K
$203K
|
|
|
Jul 29, 2021
Q2 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
418+ 4.13% |
$22K - $22.4K
|
10.6K
$480K
|
|
|
Aug 04, 2021
Q2 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
393+ 2.14% |
$20.7K - $21K
|
18.7K
$853K
|
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
309+ 3.29% |
$16.3K - $16.5K
|
9.69K
$441K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
287+ 1.66% |
$15.1K - $15.4K
|
17.6K
$799K
|
|
|
Aug 12, 2021
Q2 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
278+ 1.95% |
$14.7K - $14.9K
|
14.5K
$661K
|
|
|
Sep 10, 2024
Q2 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
272+ 1.94% |
$14.3K - $14.5K
|
14.3K
$649K
|
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
269New |
$14.2K - $14.4K
|
269
$12.2K
|
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
246+ 3.91% |
$13K - $13.2K
|
6.53K
$297K
|
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
242New |
$12.8K - $12.9K
|
242
$11K
|