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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.01K- 7.06% |
$89.1K - $91.7K
|
26.5K
$1.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 77.57% |
$89.8K - $92.3K
|
586
$26.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.08K- 1.76% |
$92.1K - $94.8K
|
116K
$5.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-2.18K- 1.67% |
$96.7K - $99.5K
|
128K
$5.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.19K- 2.77% |
$97K - $99.8K
|
76.8K
$3.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.22K- 4.76% |
$98.1K - $101K
|
44.3K
$2.02M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.59K- 65.31% |
$115K - $118K
|
1.37K
$62.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.71K- 2.6% |
$120K - $124K
|
102K
$4.63M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.75K- 0.53% |
$122K - $125K
|
519K
$23.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-2.82K- 5.21% |
$125K - $128K
|
51.3K
$2.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.93K- 24.83% |
$130K - $133K
|
8.86K
$403K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
SELL
|
- |
-2.94K- 0.74% |
$130K - $134K
|
397K
$18.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-3.07K- 7.91% |
$136K - $140K
|
35.7K
$1.63M
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.09K- 1.5% |
$137K - $141K
|
203K
$9.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-3.12K- 4.11% |
$138K - $142K
|
72.9K
$3.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.14K- 8.3% |
$139K - $143K
|
34.6K
$1.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.24K- 1.59% |
$143K - $148K
|
201K
$9.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-3.24K- 10.57% |
$144K - $148K
|
27.4K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-3.27K- 4.66% |
$145K - $149K
|
66.8K
$3.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.35K- 2.79% |
$148K - $152K
|
117K
$5.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.78K- 1.91% |
$167K - $172K
|
194K
$8.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.8K- 2.76% |
$168K - $173K
|
134K
$6.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-4K- 15.93% |
$177K - $183K
|
21.1K
$962K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.02K- 11.77% |
$178K - $183K
|
30.2K
$1.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.19K- 3.07% |
$185K - $191K
|
132K
$6.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.51K- 14.31% |
$200K - $206K
|
27K
$1.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4.62K- 24.81% |
$204K - $210K
|
14K
$637K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-4.63K- 22.52% |
$205K - $211K
|
15.9K
$725K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-4.99K- 8.43% |
$221K - $227K
|
54.2K
$2.47M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-5.04K- 30.08% |
$223K - $230K
|
11.7K
$533K
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-5.19KClosed |
$230K - $237K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-5.32K- 26.48% |
$236K - $243K
|
14.8K
$673K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.39K- 41.67% |
$239K - $246K
|
7.55K
$344K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-5.48K- 5.4% |
$243K - $250K
|
96K
$4.37M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-5.54K- 33.09% |
$245K - $252K
|
11.2K
$509K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.56K- 53.51% |
$246K - $253K
|
4.83K
$220K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.63K- 24.81% |
$250K - $257K
|
17.1K
$777K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-5.81K- 14.07% |
$257K - $265K
|
35.5K
$1.61M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-5.85K- 4.11% |
$259K - $267K
|
136K
$6.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.95K- 0.85% |
$264K - $271K
|
694K
$31.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.07K- 2.85% |
$269K - $277K
|
207K
$9.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-6.08K- 17.31% |
$269K - $277K
|
29K
$1.32M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.16K- 8.81% |
$273K - $281K
|
63.8K
$2.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.29K- 13.0% |
$278K - $287K
|
42.1K
$1.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.29K- 22.12% |
$278K - $287K
|
22.1K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-6.57K- 37.65% |
$291K - $300K
|
10.9K
$495K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6.64K- 6.34% |
$294K - $303K
|
98.2K
$4.47M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-6.85K- 7.31% |
$303K - $312K
|
86.8K
$3.95M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-7.27K- 2.47% |
$322K - $331K
|
287K
$13.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-7.38K- 5.6% |
$327K - $336K
|
124K
$5.65M
|