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 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-35.1K- 17.63% |
$1.55M - $1.6M
|
164K
$7.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-38.4K- 2.16% |
$1.7M - $1.75M
|
1.74M
$79M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-40.5K- 7.3% |
$1.79M - $1.84M
|
514K
$23.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-47K- 39.95% |
$2.08M - $2.14M
|
70.7K
$3.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-48.6K- 1.77% |
$2.15M - $2.22M
|
2.69M
$123M
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-56.2K- 30.27% |
$2.49M - $2.56M
|
129K
$5.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-59.5K- 45.58% |
$2.64M - $2.71M
|
71K
$3.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-61.3K- 0.88% |
$2.71M - $2.79M
|
6.92M
$315M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-63K- 2.16% |
$2.79M - $2.87M
|
2.85M
$130M
|
|
|
Aug 14, 2024
Q2 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-64.6K- 3.43% |
$2.86M - $2.94M
|
1.82M
$82.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-70.9K- 62.55% |
$3.14M - $3.23M
|
42.4K
$1.93M
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-71.6K- 13.71% |
$3.17M - $3.26M
|
451K
$20.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-72.7K- 13.05% |
$3.22M - $3.31M
|
485K
$22.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-73.8K- 18.05% |
$3.27M - $3.37M
|
335K
$15.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-77.1K- 58.57% |
$3.42M - $3.51M
|
54.6K
$2.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-84.1K- 66.71% |
$3.73M - $3.83M
|
42K
$1.91M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-94.1K- 25.84% |
$4.17M - $4.29M
|
270K
$12.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-104K- 4.66% |
$4.59M - $4.72M
|
2.12M
$96.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-110K- 26.22% |
$4.89M - $5.04M
|
311K
$14.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-114K- 73.6% |
$5.05M - $5.19M
|
40.9K
$1.86M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-122K- 96.3% |
$5.41M - $5.57M
|
4.7K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-146K- 2.7% |
$6.47M - $6.66M
|
5.26M
$239M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-148K- 12.91% |
$6.57M - $6.76M
|
1M
$45.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-162K- 11.43% |
$7.17M - $7.37M
|
1.25M
$57M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-197K- 1.02% |
$8.71M - $8.96M
|
19.1M
$869M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-197K- 1.02% |
$8.71M - $8.96M
|
19.1M
$869M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-198K- 36.2% |
$8.76M - $9.01M
|
348K
$15.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-263K- 64.54% |
$11.6M - $12M
|
144K
$6.57M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-264K- 2.43% |
$11.7M - $12M
|
10.6M
$483M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-287K- 27.66% |
$12.7M - $13.1M
|
751K
$34.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-360K- 96.82% |
$16M - $16.4M
|
11.8K
$538K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.22M- 51.0% |
$54.1M - $55.6M
|
1.17M
$53.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.71M- 8.01% |
$75.6M - $77.8M
|
19.6M
$893M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2.16M- 10.81% |
$95.8M - $98.5M
|
17.8M
$812M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.07M- 2.28% |
$136M - $140M
|
131M
$5.98B
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.57M- 71.33% |
$158M - $163M
|
1.43M
$65.3M
|