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
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.56K- 26.44% |
$391K - $424K
|
23.8K
$1.09M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.91K- 24.88% |
$407K - $441K
|
26.9K
$1.24M
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-9.59K- 21.08% |
$439K - $475K
|
35.9K
$1.65M
|
|
|
Aug 08, 2022
Q2 2022
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-9.59K- 1.86% |
$439K - $475K
|
506K
$23.3M
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-9.92KClosed |
$454K - $491K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-10.1K- 39.44% |
$461K - $499K
|
15.5K
$711K
|
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-10.8K- 55.66% |
$496K - $537K
|
8.64K
$397K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10.9KClosed |
$498K - $539K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-11.7KClosed |
$536K - $580K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-11.9K- 20.05% |
$545K - $590K
|
47.5K
$2.18M
|
|
|
Jul 27, 2022
Q2 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-12.4K- 56.5% |
$569K - $615K
|
9.58K
$440K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13K- 17.27% |
$593K - $642K
|
62.1K
$2.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-13.4K- 2.08% |
$611K - $661K
|
629K
$28.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-14.2KClosed |
$651K - $704K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-14.3K- 35.67% |
$656K - $710K
|
25.9K
$1.19M
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-14.5KClosed |
$662K - $716K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-15.4K- 13.93% |
$704K - $762K
|
95.1K
$4.37M
|
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-16.3KClosed |
$747K - $809K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-17K- 24.15% |
$779K - $843K
|
53.5K
$2.46M
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-17.2KClosed |
$788K - $853K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.6K- 25.89% |
$806K - $872K
|
50.4K
$2.32M
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-17.8K- 6.69% |
$813K - $881K
|
248K
$11.4M
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-18.9K- 64.71% |
$866K - $938K
|
10.3K
$475K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-19KClosed |
$867K - $938K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.4K- 2.96% |
$886K - $959K
|
635K
$29.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-19.4K- 49.15% |
$889K - $962K
|
20.1K
$924K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-19.7K- 34.67% |
$900K - $974K
|
37.1K
$1.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-19.9K- 59.9% |
$910K - $985K
|
13.3K
$612K
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-20.1K- 19.15% |
$920K - $995K
|
84.9K
$3.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-20.3K- 10.36% |
$926K - $1M
|
175K
$8.05M
|
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-20.3KClosed |
$929K - $1.01M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.4K- 1.62% |
$1.07M - $1.16M
|
1.42M
$65.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-23.7K- 19.01% |
$1.08M - $1.17M
|
101K
$4.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24.4K- 27.53% |
$1.11M - $1.21M
|
64.1K
$2.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-25.8K- 32.03% |
$1.18M - $1.28M
|
54.7K
$2.51M
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-27.4K- 78.48% |
$1.25M - $1.36M
|
7.53K
$346K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-27.7K- 9.07% |
$1.27M - $1.37M
|
277K
$12.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-28.1K- 50.06% |
$1.29M - $1.39M
|
28K
$1.29M
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-28.5K- 44.49% |
$1.3M - $1.41M
|
35.5K
$1.63M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-29.6K- 46.89% |
$1.35M - $1.46M
|
33.5K
$1.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-30.7K- 24.69% |
$1.4M - $1.52M
|
93.6K
$4.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-37.1K- 53.88% |
$1.69M - $1.83M
|
31.7K
$1.46M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-39.2K- 21.43% |
$1.79M - $1.94M
|
144K
$6.61M
|
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-41.4K- 16.9% |
$1.89M - $2.05M
|
204K
$9.36M
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-42K- 65.25% |
$1.92M - $2.08M
|
22.4K
$1.03M
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-42.3KClosed |
$1.93M - $2.09M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-43.6K- 16.73% |
$1.99M - $2.16M
|
217K
$9.98M
|
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-47.1K- 22.67% |
$2.15M - $2.33M
|
161K
$7.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-48KClosed |
$2.2M - $2.38M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-48.4K- 82.79% |
$2.22M - $2.4M
|
10.1K
$463K
|