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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-49.5K- 75.89% |
$2.26M - $2.45M
|
15.7K
$722K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-52.9K- 36.03% |
$2.42M - $2.62M
|
93.9K
$4.31M
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-55.5K- 28.08% |
$2.54M - $2.75M
|
142K
$6.54M
|
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-63.1K- 32.7% |
$2.89M - $3.12M
|
130K
$5.97M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-63.2K- 29.96% |
$2.89M - $3.13M
|
148K
$6.79M
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-65.2K- 8.06% |
$2.98M - $3.23M
|
744K
$34.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
SELL
|
- |
-66.1K- 50.24% |
$3.02M - $3.27M
|
65.5K
$3.01M
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-67.8K- 43.36% |
$3.1M - $3.36M
|
88.6K
$4.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-73.6K- 5.16% |
$3.36M - $3.64M
|
1.35M
$62.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-76.5K- 33.79% |
$3.5M - $3.79M
|
150K
$6.89M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-78.3K- 9.17% |
$3.58M - $3.87M
|
775K
$35.6M
|
|
|
Mar 11, 2024
Q2 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-88.7K- 20.89% |
$4.06M - $4.39M
|
336K
$15.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-92.3K- 88.54% |
$4.22M - $4.57M
|
11.9K
$549K
|
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-105K- 3.68% |
$4.79M - $5.19M
|
2.74M
$126M
|
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-121K- 15.84% |
$5.54M - $6M
|
643K
$29.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-124K- 1.55% |
$5.65M - $6.12M
|
7.83M
$360M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-127K- 32.57% |
$5.79M - $6.27M
|
262K
$12.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-128K- 37.45% |
$5.84M - $6.33M
|
213K
$9.81M
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-128KClosed |
$5.86M - $6.34M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-132K- 33.5% |
$6.05M - $6.55M
|
263K
$12.1M
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-138K- 75.29% |
$6.33M - $6.85M
|
45.4K
$2.09M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-178KClosed |
$8.15M - $8.82M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-180K- 20.24% |
$8.24M - $8.91M
|
710K
$32.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-181K- 57.71% |
$8.29M - $8.97M
|
133K
$6.1M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-224K- 20.64% |
$10.3M - $11.1M
|
863K
$39.6M
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-251K- 98.46% |
$11.5M - $12.4M
|
3.93K
$181K
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-286K- 81.16% |
$13.1M - $14.2M
|
66.5K
$3.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-303K- 94.0% |
$13.9M - $15M
|
19.3K
$889K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-324K- 20.12% |
$14.8M - $16.1M
|
1.29M
$59.2M
|
|
|
Aug 26, 2022
Q2 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-334KClosed |
$15.3M - $16.5M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-371KClosed |
$17M - $18.4M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-590K- 27.1% |
$27M - $29.2M
|
1.59M
$73M
|
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-610K- 97.14% |
$27.9M - $30.2M
|
18K
$825K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.15M- 69.05% |
$52.5M - $56.8M
|
514K
$23.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.46M- 86.51% |
$66.9M - $72.4M
|
228K
$10.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.7M- 57.39% |
$77.8M - $84.3M
|
1.26M
$58.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.74M- 28.97% |
$125M - $135M
|
6.71M
$308M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.01M- 4.69% |
$138M - $149M
|
61.2M
$2.81B
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.01MClosed |
$183M - $199M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-15.2M- 98.15% |
$697M - $755M
|
288K
$13.2M
|