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 13, 2022
Q2 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-3.45K- 18.71% |
$158K - $171K
|
15K
$688K
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.75K- 17.12% |
$172K - $186K
|
18.2K
$835K
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.82K- 14.96% |
$175K - $189K
|
21.7K
$997K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.84K- 10.63% |
$176K - $190K
|
32.3K
$1.48M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.1K- 9.31% |
$188K - $203K
|
40K
$1.84M
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-4.13KClosed |
$189K - $204K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.13K- 25.86% |
$189K - $205K
|
11.8K
$544K
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.17K- 8.52% |
$191K - $206K
|
44.8K
$2.06M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.19K- 33.01% |
$192K - $208K
|
8.51K
$391K
|
|
Aug 12, 2022
Q2 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4.21KClosed |
$192K - $208K
|
0
$0
|
|
Feb 13, 2025
Q2 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-4.21KClosed |
$192K - $208K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.27K- 6.49% |
$195K - $211K
|
61.5K
$2.83M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.28K- 39.71% |
$196K - $212K
|
6.49K
$298K
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.54K- 51.01% |
$208K - $225K
|
4.36K
$200K
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-4.6KClosed |
$210K - $228K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.62KClosed |
$211K - $229K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-4.7KClosed |
$215K - $233K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-4.71K- 35.74% |
$215K - $233K
|
8.46K
$389K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.77KClosed |
$218K - $236K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-4.85KClosed |
$222K - $240K
|
0
$0
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.91K- 30.11% |
$224K - $243K
|
11.4K
$523K
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-5.05K- 53.25% |
$231K - $250K
|
4.44K
$204K
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-5.13K- 41.03% |
$234K - $254K
|
7.37K
$339K
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.2KClosed |
$238K - $257K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-5.22K- 2.84% |
$239K - $258K
|
178K
$8.19M
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-5.39KClosed |
$246K - $267K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.41KClosed |
$247K - $268K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5.49K- 60.28% |
$251K - $272K
|
3.62K
$166K
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-5.75K- 41.57% |
$263K - $284K
|
8.08K
$371K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-5.95K- 60.12% |
$272K - $295K
|
3.95K
$181K
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-6.08K- 18.23% |
$278K - $301K
|
27.3K
$1.25M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.1K- 31.74% |
$279K - $302K
|
13.1K
$603K
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.77K- 98.75% |
$310K - $335K
|
86
$3.95K
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-6.81K- 51.57% |
$311K - $337K
|
6.39K
$294K
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.82KClosed |
$312K - $337K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
SELL
|
- |
-6.97K- 60.29% |
$319K - $345K
|
4.59K
$211K
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-7.07K- 32.19% |
$323K - $350K
|
14.9K
$684K
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-7.75K- 37.43% |
$354K - $384K
|
13K
$595K
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-7.84K- 7.57% |
$359K - $388K
|
95.8K
$4.4M
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-7.99K- 10.16% |
$365K - $395K
|
70.6K
$3.24M
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-8.04K- 15.68% |
$368K - $398K
|
43.2K
$1.99M
|
|
Jul 19, 2022
Q2 2022
|
Family Capital Trust CO
|
SELL
|
- |
-8.05KClosed |
$368K - $398K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-8.18K- 7.99% |
$374K - $405K
|
94.2K
$4.33M
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-8.19KClosed |
$374K - $405K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.24KClosed |
$377K - $408K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.25KClosed |
$377K - $408K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.27K- 6.18% |
$378K - $409K
|
126K
$5.77M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.27K- 2.79% |
$378K - $410K
|
288K
$13.2M
|
|
Aug 15, 2022
Q2 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-8.38K- 46.27% |
$383K - $415K
|
9.72K
$447K
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-8.46K- 1.66% |
$387K - $419K
|
502K
$23.1M
|