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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
83.9K+ 2.68% |
$3.78M - $3.9M
|
3.22M
$146M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
81.5K+ 6.66% |
$3.68M - $3.79M
|
1.31M
$59.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
71.7K+ 171.4% |
$3.24M - $3.33M
|
114K
$5.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
71.2K+ 14.18% |
$3.21M - $3.31M
|
573K
$26.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
68.4K+ 3.99% |
$3.08M - $3.18M
|
1.78M
$81M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
59.8K+ 29.07% |
$2.7M - $2.78M
|
265K
$12.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
58.9K+ 12.03% |
$2.66M - $2.74M
|
549K
$25M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
57K+ 5.35% |
$2.57M - $2.65M
|
1.12M
$51M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
55.9K+ 88.97% |
$2.52M - $2.6M
|
119K
$5.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
55.8K+ 6.03% |
$2.52M - $2.59M
|
980K
$44.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
53.9K+ 129.07% |
$2.43M - $2.51M
|
95.7K
$4.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
51.9K+ 117.82% |
$2.34M - $2.41M
|
96K
$4.37M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
49.9K+ 25.27% |
$2.25M - $2.32M
|
247K
$11.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
48.4KNew |
$2.18M - $2.25M
|
48.4K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45.5K+ 15.41% |
$2.05M - $2.11M
|
341K
$15.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
45.3K+ 26.21% |
$2.04M - $2.1M
|
218K
$9.93M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
44.9K+ 37.17% |
$2.03M - $2.09M
|
166K
$7.55M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
44.5K+ 22.02% |
$2.01M - $2.07M
|
247K
$11.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
43.7K+ 7.7% |
$1.97M - $2.03M
|
612K
$27.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
41.7K+ 45.96% |
$1.88M - $1.94M
|
132K
$6.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
40.7K+ 43.68% |
$1.83M - $1.89M
|
134K
$6.09M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.3K+ 14.8% |
$1.73M - $1.78M
|
297K
$13.5M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
37.9K+ 14.91% |
$1.71M - $1.76M
|
292K
$13.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
37.1K+ 198.49% |
$1.67M - $1.72M
|
55.8K
$2.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
36.5K+ 4.43% |
$1.65M - $1.69M
|
860K
$39.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
35.8KNew |
$1.61M - $1.66M
|
35.8K
$1.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
35.6K+ 5.59% |
$1.61M - $1.65M
|
673K
$30.6M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.2K+ 3.49% |
$1.59M - $1.64M
|
1.05M
$47.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
34.5K+ 28.62% |
$1.56M - $1.6M
|
155K
$7.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
34.4K+ 14.04% |
$1.55M - $1.6M
|
280K
$12.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
33.6K+ 15.1% |
$1.52M - $1.56M
|
256K
$11.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.1KNew |
$1.49M - $1.54M
|
33.1K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
30.7K+ 16.97% |
$1.38M - $1.42M
|
211K
$9.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
30.2K+ 77.67% |
$1.36M - $1.4M
|
69K
$3.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29.4K+ 9.66% |
$1.33M - $1.37M
|
334K
$15.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
28.6K+ 9.1% |
$1.29M - $1.33M
|
343K
$15.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
27.5KNew |
$1.24M - $1.28M
|
27.5K
$1.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
26.6K+ 7.68% |
$1.2M - $1.24M
|
373K
$17M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
26K+ 18.22% |
$1.17M - $1.21M
|
169K
$7.68M
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
25.5K+ 6.78% |
$1.15M - $1.19M
|
402K
$18.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.1K+ 2.55% |
$1.13M - $1.17M
|
1.01M
$46M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
23.9KNew |
$1.08M - $1.11M
|
23.9K
$1.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
23K+ 4.16% |
$1.04M - $1.07M
|
575K
$26.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
21.9K+ 4.45% |
$987K - $1.02M
|
514K
$23.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
21.7KNew |
$978K - $1.01M
|
21.7K
$987K
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
21.5K+ 9.81% |
$969K - $997K
|
240K
$10.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
21.3KNew |
$961K - $989K
|
21.3K
$969K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
20.8K+ 75.64% |
$938K - $965K
|
48.3K
$2.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
20.6K+ 26.0% |
$927K - $955K
|
99.6K
$4.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
19.9K+ 10.36% |
$899K - $926K
|
212K
$9.66M
|