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 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
87New |
$3.93K - $4.04K
|
87
$3.96K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
80New |
$3.61K - $3.72K
|
80
$3.64K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
80+ 0.17% |
$3.61K - $3.72K
|
46.4K
$2.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
64+ 0.03% |
$2.89K - $2.97K
|
205K
$9.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
54+ 0.65% |
$2.44K - $2.51K
|
8.36K
$380K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
40+ 0.86% |
$1.8K - $1.86K
|
4.72K
$215K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
38+ 12.84% |
$1.71K - $1.77K
|
334
$15.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
31New |
$1.4K - $1.44K
|
31
$1.41K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
29+ 0.17% |
$1.31K - $1.35K
|
17.5K
$797K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
26+ 0.18% |
$1.17K - $1.21K
|
14.1K
$643K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
23+ 0.86% |
$1.04K - $1.07K
|
2.71K
$123K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
18+ 0.2% |
$812 - $836
|
9.14K
$416K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
17+ 0.03% |
$767 - $790
|
51.8K
$2.36M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
16+ 0.35% |
$722 - $743
|
4.53K
$206K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7+ 0.09% |
$316 - $325
|
7.71K
$351K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
5+ 0.87% |
$226 - $232
|
577
$26.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4+ 0.06% |
$180 - $186
|
6.76K
$308K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.08% |
$45.1 - $46.5
|
1.29K
$58.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.2% |
$45.1 - $46.5
|
84
$3.82K
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1New |
$45.1 - $46.5
|
1
$45.5
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4- 0.84% |
$180 - $186
|
473
$21.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-19- 0.16% |
$857 - $883
|
12K
$546K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-20- 0.11% |
$902 - $929
|
18.2K
$830K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-25- 0.18% |
$1.13K - $1.16K
|
14.1K
$642K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.3% |
$1.13K - $1.16K
|
8.31K
$378K
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-28- 0.09% |
$1.26K - $1.3K
|
30.4K
$1.38M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-46- 0.36% |
$2.08K - $2.14K
|
12.7K
$578K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-52- 71.23% |
$2.35K - $2.42K
|
21
$956
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-56- 0.46% |
$2.53K - $2.6K
|
12.1K
$552K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-56- 0.46% |
$2.53K - $2.6K
|
12.2K
$557K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-66- 9.28% |
$2.98K - $3.07K
|
645
$29.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-75- 1.55% |
$3.38K - $3.48K
|
4.76K
$217K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-102- 6.01% |
$4.6K - $4.74K
|
1.59K
$72.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-109- 0.77% |
$4.92K - $5.06K
|
14K
$639K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-123- 1.88% |
$5.55K - $5.71K
|
6.41K
$292K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-128- 0.14% |
$5.78K - $5.95K
|
94K
$4.28M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-164Closed |
$7.4K - $7.62K
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-194- 39.67% |
$8.75K - $9.01K
|
295
$13.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-220- 3.13% |
$9.93K - $10.2K
|
6.8K
$310K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-254- 0.28% |
$11.5K - $11.8K
|
91.8K
$4.18M
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
SELL
|
- |
-322- 2.82% |
$14.5K - $15K
|
11.1K
$505K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-364- 0.04% |
$16.4K - $16.9K
|
1.01M
$45.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-365- 2.43% |
$16.5K - $17K
|
14.6K
$667K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-368- 6.43% |
$16.6K - $17.1K
|
5.35K
$244K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-394- 7.15% |
$17.8K - $18.3K
|
5.12K
$233K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-406- 57.02% |
$18.3K - $18.9K
|
306
$13.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-420- 6.68% |
$19K - $19.5K
|
5.87K
$267K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-449- 6.76% |
$20.3K - $20.9K
|
6.19K
$282K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-476- 4.8% |
$21.5K - $22.1K
|
9.44K
$430K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-481- 0.5% |
$21.7K - $22.3K
|
95.2K
$4.34M
|