Purchases and Sales Made in Q2 2023 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 2023. 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 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-21K- 10.88% |
$949K - $977K
|
172K
$7.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-21.4K- 21.72% |
$967K - $996K
|
77.3K
$3.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-24.1K- 10.77% |
$1.09M - $1.12M
|
200K
$9.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-25.8K- 33.8% |
$1.16M - $1.2M
|
50.4K
$2.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-27.9K- 7.03% |
$1.26M - $1.3M
|
369K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-37.3K- 56.91% |
$1.68M - $1.73M
|
28.3K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-37.9K- 35.23% |
$1.71M - $1.76M
|
69.8K
$3.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-46.4K- 3.81% |
$2.1M - $2.16M
|
1.17M
$53.3M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-62.2K- 35.38% |
$2.81M - $2.89M
|
114K
$5.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-71.8K- 68.01% |
$3.24M - $3.33M
|
33.8K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-73.2K- 69.17% |
$3.3M - $3.4M
|
32.6K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-82.8K- 22.96% |
$3.73M - $3.84M
|
278K
$12.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-83.4K- 15.52% |
$3.76M - $3.87M
|
454K
$20.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-84.1K- 89.22% |
$3.8M - $3.91M
|
10.2K
$463K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-85.1K- 66.41% |
$3.84M - $3.95M
|
43K
$1.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-96.3K- 5.41% |
$4.35M - $4.47M
|
1.68M
$76.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-97.8K- 47.37% |
$4.41M - $4.54M
|
109K
$4.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-101K- 3.56% |
$4.54M - $4.68M
|
2.73M
$124M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-179K- 76.78% |
$8.06M - $8.3M
|
54.1K
$2.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-180K- 90.98% |
$8.11M - $8.35M
|
17.8K
$811K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-225K- 71.42% |
$10.1M - $10.4M
|
89.9K
$4.09M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-314K- 97.8% |
$14.2M - $14.6M
|
7.07K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-372K- 70.23% |
$16.8M - $17.3M
|
158K
$7.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-395K- 96.78% |
$17.8M - $18.3M
|
13.1K
$598K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-426K- 16.92% |
$19.2M - $19.8M
|
2.09M
$95.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-497K- 10.56% |
$22.4M - $23.1M
|
4.2M
$191M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-653K- 97.6% |
$29.4M - $30.3M
|
16.1K
$731K
|