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 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.63K+ 33.56% |
$166K - $180K
|
14.4K
$664K
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3.44K+ 28.27% |
$157K - $170K
|
15.6K
$718K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.43K+ 8.18% |
$157K - $170K
|
45.4K
$2.09M
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.42K+ 34.93% |
$156K - $169K
|
13.2K
$607K
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.38K+ 4.36% |
$154K - $167K
|
80.8K
$3.71M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.26K+ 40.5% |
$149K - $161K
|
11.3K
$520K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.26K+ 40.5% |
$149K - $161K
|
11.3K
$520K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
3.25K+ 13.49% |
$149K - $161K
|
27.3K
$1.26M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.23K+ 73.54% |
$148K - $160K
|
7.62K
$350K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.07K+ 7.87% |
$140K - $152K
|
42K
$1.93M
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.06K+ 5.48% |
$140K - $152K
|
58.9K
$2.71M
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
3K+ 3.17% |
$137K - $148K
|
97.5K
$4.48M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.86K+ 11.08% |
$131K - $142K
|
28.7K
$1.32M
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 13.12% |
$121K - $131K
|
22.7K
$1.05M
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.6K+ 6.48% |
$119K - $129K
|
42.8K
$1.97M
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.59K+ 7.85% |
$118K - $128K
|
35.5K
$1.63M
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.31K+ 1.51% |
$106K - $114K
|
155K
$7.12M
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
2.26K+ 14.07% |
$103K - $112K
|
18.3K
$841K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.24K+ 2.1% |
$102K - $111K
|
109K
$5.01M
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.02K+ 6.29% |
$92.5K - $100K
|
34.2K
$1.57M
|
|
Aug 10, 2022
Q2 2022
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
2.02K+ 1.11% |
$92.2K - $99.8K
|
183K
$8.42M
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.95K+ 5.25% |
$89.1K - $96.5K
|
39.1K
$1.79M
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.78K+ 12.87% |
$81.4K - $88.1K
|
15.6K
$717K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.78KNew |
$81.3K - $88K
|
1.78K
$81.7K
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
BUY
|
- |
1.72K+ 0.64% |
$78.8K - $85.3K
|
269K
$12.4M
|
|
Jul 19, 2022
Q2 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
1.67K+ 6.53% |
$76.5K - $82.8K
|
27.3K
$1.25M
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.67K+ 26.73% |
$76.4K - $82.7K
|
7.92K
$364K
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.58K+ 11.81% |
$72.1K - $78K
|
14.9K
$686K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.5K+ 4.62% |
$68.6K - $74.3K
|
33.9K
$1.56M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.48K+ 1.05% |
$67.6K - $73.2K
|
143K
$6.55M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.41K+ 2279.03% |
$64.6K - $69.9K
|
1.48K
$67.8K
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
1.37KNew |
$62.6K - $67.7K
|
1.37K
$62.9K
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 6.65% |
$59.6K - $64.5K
|
20.9K
$961K
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
1.25K+ 1501.2% |
$57K - $61.7K
|
1.33K
$61.1K
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.21K+ 4.1% |
$55.5K - $60.1K
|
30.9K
$1.42M
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.18K+ 1.37% |
$54.1K - $58.5K
|
87.5K
$4.02M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.18KNew |
$54K - $58.5K
|
1.18K
$54.3K
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
1.14K+ 2.24% |
$51.9K - $56.2K
|
51.9K
$2.38M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.02KNew |
$46.5K - $50.3K
|
1.02K
$46.7K
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1K+ 8.52% |
$45.7K - $49.5K
|
12.7K
$585K
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
915+ 12.03% |
$41.8K - $45.3K
|
8.52K
$391K
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
850+ 0.25% |
$38.9K - $42.1K
|
334K
$15.4M
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
836+ 3.68% |
$38.2K - $41.4K
|
23.6K
$1.08M
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
813+ 7.62% |
$37.2K - $40.2K
|
11.5K
$528K
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
730+ 16.51% |
$33.4K - $36.1K
|
5.15K
$237K
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
710+ 9.21% |
$32.5K - $35.1K
|
8.42K
$387K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
709+ 1.92% |
$32.4K - $35.1K
|
37.7K
$1.73M
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
640New |
$29.3K - $31.7K
|
640
$29.4K
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
634+ 0.72% |
$29K - $31.4K
|
88.3K
$4.06M
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
602+ 1.87% |
$27.5K - $29.8K
|
32.8K
$1.51M
|