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
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-7.75K- 3.13% |
$343K - $353K
|
240K
$10.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.37K- 17.67% |
$371K - $381K
|
39K
$1.78M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.57K- 10.86% |
$379K - $390K
|
70.3K
$3.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.59K- 99.23% |
$380K - $391K
|
67
$3.05K
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-8.74K- 48.41% |
$387K - $398K
|
9.32K
$424K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-8.84K- 4.1% |
$392K - $403K
|
207K
$9.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-9.3K- 28.46% |
$412K - $424K
|
23.4K
$1.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-9.5K- 2.73% |
$421K - $433K
|
338K
$15.4M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-9.72K- 55.23% |
$431K - $443K
|
7.88K
$359K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-10.1K- 57.06% |
$446K - $459K
|
7.57K
$345K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-10.5K- 6.32% |
$466K - $480K
|
156K
$7.1M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-10.7K- 48.38% |
$474K - $488K
|
11.4K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-11.5K- 5.07% |
$509K - $524K
|
215K
$9.79M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-11.9K- 11.59% |
$526K - $541K
|
90.5K
$4.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12.3K- 9.93% |
$545K - $561K
|
112K
$5.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.5K- 3.0% |
$556K - $572K
|
406K
$18.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.8K- 3.05% |
$568K - $585K
|
407K
$18.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-13K- 58.04% |
$575K - $591K
|
9.38K
$427K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-13K- 40.01% |
$575K - $592K
|
19.5K
$886K
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-13.6K- 3.23% |
$601K - $618K
|
406K
$18.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14K- 6.15% |
$620K - $638K
|
213K
$9.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-14.1K- 32.68% |
$622K - $640K
|
28.9K
$1.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-14.1K- 19.89% |
$623K - $641K
|
56.6K
$2.58M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-14.3K- 75.93% |
$633K - $651K
|
4.53K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.4K- 7.6% |
$726K - $747K
|
199K
$9.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-16.4K- 8.09% |
$728K - $749K
|
187K
$8.5M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-17.1K- 15.23% |
$756K - $777K
|
94.9K
$4.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-18.2K- 32.82% |
$807K - $830K
|
37.3K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-18.9K- 76.22% |
$838K - $863K
|
5.9K
$269K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-19K- 11.42% |
$841K - $866K
|
147K
$6.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.3K- 3.83% |
$855K - $880K
|
485K
$22.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-19.4K- 51.77% |
$861K - $886K
|
18.1K
$824K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-19.7K- 4.38% |
$872K - $897K
|
429K
$19.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-20.3K- 13.23% |
$900K - $926K
|
133K
$6.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-20.8K- 77.44% |
$922K - $949K
|
6.07K
$276K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-21.2K- 89.04% |
$939K - $967K
|
2.61K
$119K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-21.4K- 10.63% |
$949K - $976K
|
180K
$8.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-21.8K- 56.3% |
$965K - $992K
|
16.9K
$769K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-23.5K- 53.03% |
$1.04M - $1.07M
|
20.8K
$946K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-23.9K- 8.67% |
$1.06M - $1.09M
|
251K
$11.4M
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-26K- 43.91% |
$1.15M - $1.18M
|
33.2K
$1.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26K- 4.24% |
$1.15M - $1.18M
|
587K
$26.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-27.1K- 2.52% |
$1.2M - $1.24M
|
1.05M
$47.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-27.9K- 34.09% |
$1.24M - $1.27M
|
54K
$2.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-29.7K- 10.41% |
$1.32M - $1.35M
|
256K
$11.6M
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-29.7K- 7.51% |
$1.32M - $1.36M
|
366K
$16.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-29.8K- 5.29% |
$1.32M - $1.36M
|
533K
$24.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-30.4K- 5.17% |
$1.35M - $1.39M
|
558K
$25.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-30.9K- 83.09% |
$1.37M - $1.41M
|
6.29K
$286K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-33.5K- 10.52% |
$1.48M - $1.53M
|
284K
$12.9M
|