Purchases and Sales Made in Q2 2022 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 2022. 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 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.5M+ 5.69% |
$206M - $223M
|
83.6M
$3.8B
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.51M+ 12.85% |
$161M - $174M
|
30.9M
$1.4B
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.66M+ 344.41% |
$75.7M - $81.9M
|
2.14M
$97.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.57M+ 10.43% |
$72M - $77.9M
|
16.7M
$759M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.07MNew |
$48.8M - $52.8M
|
1.07M
$48.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
530K+ 15.77% |
$24.3M - $26.3M
|
3.89M
$177M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
508K+ 2.26% |
$23.2M - $25.2M
|
23M
$1.05B
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
460K+ 3.53% |
$21M - $22.7M
|
13.5M
$614M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
460K+ 3.53% |
$21M - $22.7M
|
13.5M
$614M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
450K+ 244.56% |
$20.6M - $22.3M
|
635K
$28.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
366K+ 3.62% |
$16.7M - $18.1M
|
10.5M
$477M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
288KNew |
$13.2M - $14.2M
|
288K
$13.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
251K+ 4.13% |
$11.5M - $12.4M
|
6.33M
$288M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
196K+ 135.27% |
$8.97M - $9.71M
|
341K
$15.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
188K+ 5.6% |
$8.6M - $9.31M
|
3.55M
$162M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
173K+ 125.24% |
$7.9M - $8.55M
|
311K
$14.1M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
166K+ 41.55% |
$7.59M - $8.21M
|
565K
$25.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
159K+ 5.6% |
$7.28M - $7.88M
|
3M
$137M
|
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
BUY
|
- |
159K+ 663.98% |
$7.26M - $7.86M
|
183K
$8.32M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
157K+ 146.87% |
$7.19M - $7.78M
|
264K
$12M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
150K+ 81.63% |
$6.87M - $7.44M
|
334K
$15.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
148K+ 16.9% |
$6.78M - $7.34M
|
1.02M
$46.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
147K+ 481.44% |
$6.71M - $7.26M
|
177K
$8.06M
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
BUY
|
- |
118KNew |
$5.39M - $5.84M
|
118K
$5.37M
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
117K+ 428.37% |
$5.33M - $5.77M
|
144K
$6.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
111KNew |
$5.06M - $5.48M
|
111K
$5.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
110K+ 6.78% |
$5.05M - $5.46M
|
1.74M
$79.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
110K+ 42.39% |
$5.02M - $5.44M
|
369K
$16.8M
|
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
109KNew |
$4.98M - $5.39M
|
109K
$4.96M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
103K+ 20.4% |
$4.69M - $5.08M
|
606K
$27.6M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
92.3K+ 772.88% |
$4.22M - $4.57M
|
104K
$4.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
81.4K+ 18.29% |
$3.72M - $4.03M
|
526K
$23.9M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
79.2KNew |
$3.62M - $3.92M
|
79.2K
$3.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
74.1KNew |
$3.39M - $3.67M
|
74.1K
$3.37M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
74K+ 48.12% |
$3.38M - $3.66M
|
228K
$10.4M
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
71.6K+ 315.6% |
$3.28M - $3.55M
|
94.3K
$4.29M
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
63.6K+ 175.66% |
$2.91M - $3.15M
|
99.9K
$4.55M
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
62K+ 333.2% |
$2.84M - $3.07M
|
80.7K
$3.67M
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
61.1K+ 9.26% |
$2.8M - $3.03M
|
721K
$32.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
60.8K+ 8.33% |
$2.78M - $3.01M
|
791K
$36M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
58.9KNew |
$2.69M - $2.92M
|
58.9K
$2.68M
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
54.8K+ 11.14% |
$2.51M - $2.71M
|
547K
$24.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
52.7K+ 30.45% |
$2.41M - $2.61M
|
226K
$10.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
48K+ 37.73% |
$2.2M - $2.38M
|
175K
$7.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
45.4K+ 16.48% |
$2.07M - $2.24M
|
321K
$14.6M
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
44.2K+ 11.77% |
$2.02M - $2.19M
|
420K
$19.1M
|
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
40.4KNew |
$1.85M - $2M
|
40.4K
$1.84M
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
39.9K+ 12.99% |
$1.83M - $1.98M
|
347K
$15.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
38.8K+ 23.4% |
$1.78M - $1.92M
|
205K
$9.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38.4K+ 3.78% |
$1.76M - $1.9M
|
1.05M
$47.9M
|