Purchases and Sales Made in Q2 2024 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 2024. 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 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.86M+ 5.02% |
$127M - $131M
|
59.9M
$2.73B
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.85MNew |
$126M - $130M
|
2.85M
$130M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.48M+ 5.01% |
$110M - $113M
|
52M
$2.37B
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
2.38MNew |
$105M - $108M
|
2.38M
$108M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.79M+ 33.48% |
$79.5M - $81.8M
|
7.16M
$326M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.34M+ 7.99% |
$59.2M - $60.9M
|
18.1M
$822M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.14M+ 297.73% |
$50.6M - $52.1M
|
1.53M
$69.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
857K+ 13.2% |
$38M - $39.1M
|
7.35M
$335M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
705K+ 2.2% |
$31.2M - $32.1M
|
32.7M
$1.49B
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
590KNew |
$26.1M - $26.9M
|
590K
$26.9M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
533K+ 33.42% |
$23.6M - $24.3M
|
2.13M
$96.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
438K+ 4.74% |
$19.4M - $20M
|
9.68M
$440M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
368K+ 18.61% |
$16.3M - $16.8M
|
2.34M
$107M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
363KNew |
$16.1M - $16.6M
|
363K
$16.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
351K+ 47.87% |
$15.5M - $16M
|
1.08M
$49.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
315K+ 96.65% |
$14M - $14.4M
|
641K
$29.2M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
310K+ 3.58% |
$13.7M - $14.1M
|
8.96M
$408M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
263K+ 171.77% |
$11.7M - $12M
|
417K
$19M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
258K+ 41.49% |
$11.4M - $11.8M
|
881K
$40.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
237K+ 321.44% |
$10.5M - $10.8M
|
310K
$14.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
227KNew |
$10.1M - $10.4M
|
227K
$10.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
198K+ 22.04% |
$8.77M - $9.02M
|
1.1M
$49.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
198K+ 9.88% |
$8.75M - $9.01M
|
2.2M
$100M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
186K+ 8.0% |
$8.25M - $8.49M
|
2.51M
$114M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
180K+ 6.52% |
$7.96M - $8.19M
|
2.94M
$134M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
180K+ 71.41% |
$7.96M - $8.19M
|
431K
$19.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
180K+ 15.32% |
$7.95M - $8.18M
|
1.35M
$61.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
164K+ 5.0% |
$7.25M - $7.45M
|
3.43M
$156M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
150K+ 4.36% |
$6.64M - $6.83M
|
3.59M
$163M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
135K+ 3.76% |
$5.96M - $6.13M
|
3.71M
$169M
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
133K+ 586.18% |
$5.87M - $6.04M
|
155K
$7.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
129K+ 17.35% |
$5.7M - $5.87M
|
871K
$39.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
128K+ 15.96% |
$5.65M - $5.82M
|
927K
$42.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
125K+ 131.97% |
$5.55M - $5.71M
|
220K
$10M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
120K+ 66.6% |
$5.32M - $5.47M
|
300K
$13.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
120K+ 1.48% |
$5.3M - $5.45M
|
8.2M
$373M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
118K+ 10.75% |
$5.21M - $5.36M
|
1.21M
$55.2M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
115K+ 13.35% |
$5.09M - $5.24M
|
976K
$44.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
112K+ 34.91% |
$4.96M - $5.1M
|
433K
$19.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
108KNew |
$4.79M - $4.93M
|
108K
$4.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
105K+ 43.81% |
$4.65M - $4.78M
|
344K
$15.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
104K+ 5.52% |
$4.61M - $4.75M
|
1.99M
$90.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
102K+ 24.86% |
$4.52M - $4.66M
|
513K
$23.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
98.8KNew |
$4.38M - $4.5M
|
98.8K
$4.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
97.5K+ 68.94% |
$4.32M - $4.44M
|
239K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
97.3K+ 744.88% |
$4.31M - $4.44M
|
110K
$5.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
97.1K+ 8.05% |
$4.3M - $4.43M
|
1.3M
$59.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
95.8K+ 4.04% |
$4.25M - $4.37M
|
2.47M
$112M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
93.7K+ 3.74% |
$4.15M - $4.27M
|
2.6M
$118M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
92.8K+ 70.58% |
$4.11M - $4.23M
|
224K
$10.2M
|