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 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
528+ 15.94% |
$24.1K - $26.1K
|
3.84K
$176K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
525+ 610.47% |
$24K - $26K
|
611
$28.1K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
432New |
$19.8K - $21.4K
|
432
$19.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
416New |
$19K - $20.6K
|
416
$19.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
401+ 5.35% |
$18.3K - $19.8K
|
7.9K
$363K
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
398+ 4.02% |
$18.2K - $19.7K
|
10.3K
$473K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
378+ 4.03% |
$17.3K - $18.7K
|
9.77K
$449K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
352New |
$16.1K - $17.4K
|
352
$16.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
348+ 7.63% |
$15.9K - $17.2K
|
4.91K
$226K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
321New |
$14.7K - $15.9K
|
321
$14.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
312+ 6.2% |
$14.3K - $15.4K
|
5.34K
$246K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
303New |
$13.9K - $15K
|
303
$13.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
300New |
$13.7K - $14.9K
|
300
$13.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
299New |
$13.7K - $14.8K
|
299
$13.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
283+ 23.82% |
$12.9K - $14K
|
1.47K
$67.6K
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
275+ 1.16% |
$12.6K - $13.6K
|
24K
$1.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
268+ 5.06% |
$12.3K - $13.3K
|
5.57K
$256K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
261+ 4.67% |
$11.9K - $12.9K
|
5.85K
$269K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
243+ 270.0% |
$11.1K - $12K
|
333
$15.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
238+ 1.93% |
$10.9K - $11.8K
|
12.6K
$579K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
234+ 1.27% |
$10.7K - $11.6K
|
18.6K
$857K
|
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
202+ 1.89% |
$9.24K - $10K
|
10.9K
$501K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
200New |
$9.15K - $9.9K
|
200
$9.19K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
195+ 1.56% |
$8.92K - $9.65K
|
12.7K
$584K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
185New |
$8.46K - $9.16K
|
185
$8.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
164+ 16400.0% |
$7.5K - $8.12K
|
165
$7.58K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
137+ 10.8% |
$6.27K - $6.78K
|
1.41K
$64.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
134New |
$6.13K - $6.63K
|
134
$6.16K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
128New |
$5.85K - $6.34K
|
128
$5.88K
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
127+ 0.72% |
$5.81K - $6.29K
|
17.8K
$819K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
99New |
$4.53K - $4.9K
|
99
$4.55K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
99+ 1.34% |
$4.53K - $4.9K
|
7.49K
$344K
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
BUY
|
- |
94+ 0.68% |
$4.3K - $4.65K
|
13.9K
$640K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
92+ 0.28% |
$4.21K - $4.55K
|
32.8K
$1.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
91+ 0.74% |
$4.16K - $4.5K
|
12.4K
$570K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
91+ 0.74% |
$4.16K - $4.5K
|
12.4K
$570K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
83+ 26.43% |
$3.8K - $4.11K
|
397
$18.2K
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
78+ 1.34% |
$3.57K - $3.86K
|
5.91K
$272K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
63New |
$2.88K - $3.12K
|
63
$2.89K
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
61+ 0.8% |
$2.79K - $3.02K
|
7.71K
$354K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
60+ 0.21% |
$2.74K - $2.97K
|
29K
$1.33M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
58+ 0.41% |
$2.65K - $2.87K
|
14.2K
$653K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
55+ 3.88% |
$2.52K - $2.72K
|
1.47K
$67.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
52+ 0.05% |
$2.38K - $2.57K
|
115K
$5.29M
|
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
46+ 0.67% |
$2.1K - $2.28K
|
6.88K
$316K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
41New |
$1.87K - $2.03K
|
41
$1.88K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
36+ 0.72% |
$1.65K - $1.78K
|
5.01K
$230K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
32New |
$1.46K - $1.58K
|
32
$1.47K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
29New |
$1.33K - $1.44K
|
29
$1.33K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
27+ 0.96% |
$1.23K - $1.34K
|
2.83K
$130K
|