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 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
10.4K+ 2.27% |
$477K - $517K
|
469K
$21.6M
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 62.94% |
$474K - $513K
|
26.8K
$1.23M
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
10.2KNew |
$464K - $503K
|
10.2K
$467K
|
|
Aug 15, 2022
Q2 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
9.99K+ 0.87% |
$457K - $495K
|
1.16M
$53.4M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.48K+ 27.45% |
$433K - $469K
|
44K
$2.02M
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
BUY
|
- |
9.34K+ 11.13% |
$427K - $462K
|
93.2K
$4.28M
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.2KNew |
$421K - $455K
|
9.2K
$423K
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
8.95K+ 7.0% |
$409K - $443K
|
137K
$6.29M
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.79K+ 74.36% |
$402K - $435K
|
20.6K
$947K
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.65KNew |
$396K - $428K
|
8.65K
$398K
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
8.61K+ 8.15% |
$394K - $426K
|
114K
$5.25M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.53K+ 40.46% |
$390K - $422K
|
29.6K
$1.36M
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.1K+ 56.07% |
$370K - $401K
|
22.5K
$1.04M
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
8.06K+ 12.7% |
$369K - $399K
|
71.5K
$3.29M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.02K+ 4.27% |
$367K - $397K
|
196K
$8.99M
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.54K+ 8.91% |
$345K - $373K
|
92.2K
$4.24M
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.29K+ 19.77% |
$333K - $361K
|
44.2K
$2.03M
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
7.29K+ 1.02% |
$333K - $361K
|
722K
$33.2M
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
6.97K+ 10.84% |
$319K - $345K
|
71.2K
$3.27M
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.85K+ 17.35% |
$313K - $339K
|
46.4K
$2.13M
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.8K+ 8.61% |
$311K - $337K
|
85.7K
$3.94M
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6.8K+ 76.37% |
$311K - $336K
|
15.7K
$721K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.55K+ 21.57% |
$300K - $324K
|
36.9K
$1.7M
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.51K+ 88.68% |
$297K - $322K
|
13.8K
$636K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
6.48KNew |
$296K - $321K
|
6.48K
$298K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.07K+ 1.47% |
$278K - $301K
|
419K
$19.3M
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.8K+ 138.0% |
$265K - $287K
|
10K
$460K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
5.8K+ 29.9% |
$265K - $287K
|
25.2K
$1.16M
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.51K+ 33.97% |
$252K - $273K
|
21.7K
$999K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.48KNew |
$251K - $271K
|
5.48K
$252K
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5.42KNew |
$248K - $268K
|
5.42K
$249K
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.41KNew |
$248K - $268K
|
5.41K
$249K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
5.38K+ 46.15% |
$246K - $266K
|
17K
$783K
|
|
Feb 13, 2025
Q2 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
5.32K+ 80.22% |
$243K - $263K
|
11.9K
$549K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.25K+ 47.72% |
$240K - $260K
|
16.3K
$747K
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.99KNew |
$228K - $247K
|
4.99K
$229K
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
4.98K+ 0.85% |
$228K - $246K
|
594K
$27.3M
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.95K+ 6.84% |
$226K - $245K
|
77.3K
$3.55M
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.94K+ 6.39% |
$226K - $244K
|
82.2K
$3.78M
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.84K+ 3.43% |
$221K - $239K
|
146K
$6.7M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.66K+ 6.59% |
$213K - $231K
|
75.3K
$3.46M
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.57KNew |
$209K - $226K
|
4.57K
$210K
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
4.37KNew |
$200K - $217K
|
4.37K
$201K
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.23K+ 25.31% |
$193K - $209K
|
20.9K
$962K
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.07K+ 3.28% |
$186K - $202K
|
128K
$5.89M
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
BUY
|
- |
3.96K+ 5.24% |
$181K - $196K
|
79.4K
$3.65M
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.74K+ 5.16% |
$171K - $185K
|
76.2K
$3.5M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.73K+ 111.88% |
$170K - $185K
|
7.06K
$324K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.71K+ 1.12% |
$170K - $183K
|
335K
$15.4M
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.63K+ 2.4% |
$166K - $180K
|
155K
$7.13M
|