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 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.62K- 9.71% |
$138K - $140K
|
24.4K
$1.11M
|
|
Jul 27, 2021
Q2 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.76K- 13.67% |
$146K - $148K
|
17.5K
$795K
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.9K- 98.14% |
$153K - $155K
|
55
$2.5K
|
|
Jul 22, 2021
Q2 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.12K- 25.41% |
$164K - $167K
|
9.15K
$417K
|
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.56K- 23.2% |
$188K - $190K
|
11.8K
$537K
|
|
Jul 14, 2021
Q2 2021
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-3.58K- 2.5% |
$189K - $192K
|
140K
$6.37M
|
|
Aug 12, 2021
Q2 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.42K- 2.63% |
$233K - $237K
|
164K
$7.47M
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.5K- 20.51% |
$237K - $241K
|
17.5K
$794K
|
|
Aug 04, 2021
Q2 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4.64K- 39.72% |
$245K - $248K
|
7.05K
$321K
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.77KClosed |
$251K - $255K
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.82KClosed |
$254K - $258K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-6.68K- 36.62% |
$353K - $358K
|
11.6K
$527K
|
|
Jul 22, 2021
Q2 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-7.18KClosed |
$378K - $384K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-7.81KClosed |
$412K - $418K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-8.08K- 7.39% |
$426K - $432K
|
101K
$4.61M
|
|
Aug 03, 2021
Q2 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-9.67K- 33.33% |
$510K - $517K
|
19.3K
$880K
|
|
Jul 26, 2021
Q2 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 4.58% |
$549K - $557K
|
217K
$9.88M
|
|
Jul 14, 2021
Q2 2021
|
Palladiem, LLC
|
SELL
|
- |
-11.3K- 10.05% |
$594K - $602K
|
101K
$4.59M
|
|
Aug 19, 2021
Q2 2021
|
Advisory Resource Group
|
SELL
|
- |
-12.9K- 19.58% |
$678K - $688K
|
52.8K
$2.4M
|
|
Jul 28, 2021
Q2 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-13.3K- 15.23% |
$701K - $711K
|
74K
$3.37M
|
|
Jul 13, 2021
Q2 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-13.6KClosed |
$720K - $730K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-14.7K- 3.28% |
$775K - $786K
|
434K
$19.8M
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14.8KClosed |
$779K - $790K
|
0
$0
|
|
Sep 01, 2021
Q2 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-15.4KClosed |
$813K - $824K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-16.5KClosed |
$872K - $884K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-16.8K- 8.52% |
$888K - $901K
|
181K
$8.23M
|
|
Aug 13, 2021
Q2 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-18.1K- 59.47% |
$957K - $970K
|
12.4K
$563K
|
|
Jul 22, 2021
Q2 2021
|
Private Capital Management LLC
|
SELL
|
- |
-19.1K- 81.87% |
$1.01M - $1.02M
|
4.23K
$193K
|
|
Jul 19, 2021
Q2 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-19.2KClosed |
$1.01M - $1.03M
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
SELL
|
- |
-21.3K- 5.52% |
$1.12M - $1.14M
|
365K
$16.6M
|
|
Aug 06, 2021
Q2 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-22.7KClosed |
$1.2M - $1.21M
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-24K- 20.13% |
$1.27M - $1.28M
|
95.3K
$4.34M
|
|
Jul 29, 2021
Q2 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-27.6K- 82.26% |
$1.46M - $1.48M
|
5.96K
$271K
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28.1KClosed |
$1.48M - $1.5M
|
0
$0
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-28.5K- 78.8% |
$1.5M - $1.52M
|
7.66K
$349K
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-34.9K- 34.1% |
$1.84M - $1.87M
|
67.5K
$3.07M
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-36.8K- 30.05% |
$1.94M - $1.97M
|
85.6K
$3.9M
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-44.7K- 88.35% |
$2.36M - $2.39M
|
5.89K
$268K
|
|
Jul 22, 2021
Q2 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-49.3K- 78.65% |
$2.6M - $2.64M
|
13.4K
$610K
|
|
Aug 12, 2021
Q2 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-51.7K- 75.44% |
$2.73M - $2.77M
|
16.8K
$766K
|
|
Jul 27, 2021
Q2 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-53.9KClosed |
$2.84M - $2.88M
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Capital Planning LLC
|
SELL
|
- |
-57.3K- 31.62% |
$3.02M - $3.06M
|
124K
$5.64M
|
|
Jul 19, 2021
Q2 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-70.7K- 77.3% |
$3.73M - $3.78M
|
20.8K
$945K
|
|
Aug 10, 2021
Q2 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-94KClosed |
$4.96M - $5.03M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-102K- 72.08% |
$5.37M - $5.45M
|
39.5K
$1.8M
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-130K- 89.54% |
$6.85M - $6.94M
|
15.2K
$690K
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-149KClosed |
$7.88M - $7.99M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-216KClosed |
$11.4M - $11.6M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-238K- 72.79% |
$12.5M - $12.7M
|
88.9K
$4.05M
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-596K- 10.43% |
$31.5M - $31.9M
|
5.12M
$233M
|