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 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.4K+ 25.39% |
$875K - $900K
|
95.7K
$4.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18.6K+ 27.18% |
$837K - $862K
|
86.8K
$3.95M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
18.5KNew |
$835K - $860K
|
18.5K
$843K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18.4K+ 14.85% |
$831K - $855K
|
142K
$6.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
18.2K+ 22.4% |
$823K - $847K
|
99.6K
$4.54M
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
17.7K+ 3.77% |
$798K - $822K
|
487K
$22.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
17.4K+ 3.39% |
$785K - $809K
|
531K
$24.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.4K+ 1.1% |
$785K - $808K
|
1.61M
$73.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
17.4K+ 38.88% |
$783K - $806K
|
62K
$2.82M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.2K+ 4.1% |
$778K - $801K
|
438K
$19.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
17.2K+ 2.3% |
$775K - $798K
|
764K
$34.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
17.1K+ 33.98% |
$771K - $793K
|
67.3K
$3.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
16.9K+ 5.41% |
$762K - $785K
|
329K
$15M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.8K+ 2.98% |
$756K - $779K
|
580K
$26.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16.5K+ 22.02% |
$744K - $766K
|
91.4K
$4.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
16.5K+ 15.68% |
$744K - $765K
|
122K
$5.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.3K+ 1.49% |
$734K - $756K
|
1.11M
$50.6M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16KNew |
$722K - $743K
|
16K
$728K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
15.6K+ 60.56% |
$702K - $723K
|
41.3K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
15.4KNew |
$695K - $715K
|
15.4K
$701K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
15.3K+ 3.95% |
$691K - $711K
|
403K
$18.3M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15.3K+ 33.05% |
$689K - $709K
|
61.5K
$2.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
14.6K+ 21.86% |
$659K - $679K
|
81.4K
$3.71M
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
14.4K+ 8.91% |
$651K - $670K
|
176K
$8.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
14.4K+ 14.58% |
$648K - $667K
|
113K
$5.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
14KNew |
$634K - $652K
|
14K
$639K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
13.9KNew |
$628K - $646K
|
13.9K
$633K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.7K+ 0.32% |
$618K - $636K
|
4.3M
$196M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.6K+ 8.61% |
$611K - $629K
|
171K
$7.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.2K+ 23.35% |
$596K - $614K
|
69.8K
$3.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
12.8K+ 2.76% |
$578K - $595K
|
477K
$21.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
12.7K+ 8.92% |
$571K - $588K
|
155K
$7.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.6K+ 1.1% |
$567K - $583K
|
1.16M
$52.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.3K+ 3.7% |
$553K - $569K
|
343K
$15.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
12.1K+ 5.28% |
$548K - $564K
|
242K
$11M
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
BUY
|
- |
12.1K+ 2.66% |
$546K - $562K
|
467K
$21.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
11.1KNew |
$502K - $517K
|
11.1K
$506K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.1K+ 32.27% |
$500K - $515K
|
45.4K
$2.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
11K+ 3.67% |
$497K - $511K
|
311K
$14.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10.9K+ 22.23% |
$493K - $507K
|
60.1K
$2.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
10.7K+ 14.33% |
$484K - $498K
|
85.6K
$3.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10.5K+ 556.7% |
$474K - $488K
|
12.4K
$565K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.4K+ 7.62% |
$467K - $481K
|
146K
$6.66M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.1KNew |
$457K - $471K
|
10.1K
$461K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
9.96KNew |
$449K - $463K
|
9.96K
$453K
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
9.61KNew |
$433K - $446K
|
9.61K
$437K
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
9.42K+ 10.28% |
$425K - $437K
|
101K
$4.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9.12KNew |
$411K - $424K
|
9.12K
$415K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.02KNew |
$407K - $419K
|
9.02K
$411K
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
9.01KNew |
$407K - $419K
|
9.01K
$410K
|