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 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18+ 0.14% |
$823 - $891
|
13.1K
$602K
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
17+ 1.37% |
$777 - $842
|
1.26K
$57.7K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
17+ 1.37% |
$777 - $842
|
1.26K
$57.7K
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
15+ 0.08% |
$686 - $743
|
18.9K
$871K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
14+ 7.45% |
$640 - $693
|
202
$9.28K
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11+ 0.2% |
$503 - $545
|
5.58K
$256K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10+ 0.22% |
$457 - $495
|
4.48K
$206K
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
BUY
|
- |
9+ 0.07% |
$412 - $446
|
12.1K
$554K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 0.54% |
$320 - $347
|
1.31K
$60.2K
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.54% |
$137 - $149
|
560
$25.7K
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.12% |
$45.7 - $49.5
|
870
$40K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.63% |
$45.7 - $49.5
|
39
$1.79K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-3- 0.07% |
$137 - $149
|
4.14K
$190K
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-11Closed |
$503 - $545
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-16Closed |
$732 - $792
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-21- 0.32% |
$960 - $1.04K
|
6.51K
$299K
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-21- 6.62% |
$960 - $1.04K
|
296
$13.6K
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-27- 0.37% |
$1.23K - $1.34K
|
7.37K
$339K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-40- 1.64% |
$1.83K - $1.98K
|
2.39K
$110K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-42- 0.08% |
$1.92K - $2.08K
|
52.3K
$2.4M
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-43- 0.28% |
$1.97K - $2.13K
|
15.4K
$707K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-48- 0.81% |
$2.2K - $2.38K
|
5.9K
$271K
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-67Closed |
$3.06K - $3.32K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-80- 1.08% |
$3.66K - $3.96K
|
7.32K
$336K
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-88- 0.9% |
$4.02K - $4.36K
|
9.74K
$448K
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-103- 5.44% |
$4.71K - $5.1K
|
1.79K
$82.3K
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-107- 1.47% |
$4.89K - $5.3K
|
7.19K
$330K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-107- 4.8% |
$4.89K - $5.3K
|
2.12K
$97.5K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-110- 0.96% |
$5.03K - $5.45K
|
11.3K
$520K
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-115- 0.43% |
$5.26K - $5.69K
|
26.9K
$1.24M
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-120- 1.45% |
$5.49K - $5.94K
|
8.13K
$374K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-154- 22.85% |
$7.04K - $7.62K
|
520
$23.9K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-195Closed |
$8.92K - $9.65K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-221- 6.86% |
$10.1K - $10.9K
|
3K
$138K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-245- 4.57% |
$11.2K - $12.1K
|
5.12K
$235K
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-246- 0.28% |
$11.2K - $12.2K
|
87K
$4M
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-250- 79.62% |
$11.4K - $12.4K
|
64
$2.94K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-252- 2.41% |
$11.5K - $12.5K
|
10.2K
$468K
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-269- 41.9% |
$12.3K - $13.3K
|
373
$17.1K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-275Closed |
$12.6K - $13.6K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-297- 3.81% |
$13.6K - $14.7K
|
7.5K
$344K
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-312- 5.19% |
$14.3K - $15.4K
|
5.7K
$262K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-315- 2.12% |
$14.4K - $15.6K
|
14.5K
$667K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-333- 6.37% |
$15.2K - $16.5K
|
4.9K
$225K
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-349- 6.92% |
$16K - $17.3K
|
4.69K
$216K
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-360Closed |
$16.5K - $17.8K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-409Closed |
$18.7K - $20.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-429- 4.16% |
$19.6K - $21.2K
|
9.87K
$454K
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-436Closed |
$19.9K - $21.6K
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-450- 0.14% |
$20.6K - $22.3K
|
310K
$14.2M
|