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 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
89.9K+ 3.55% |
$3.98M - $4.1M
|
2.62M
$119M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
89.5K+ 27.88% |
$3.97M - $4.08M
|
411K
$18.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
82.4K+ 154.41% |
$3.65M - $3.76M
|
136K
$6.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
81.6K+ 9.8% |
$3.62M - $3.72M
|
914K
$41.6M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
80.7K+ 12.74% |
$3.57M - $3.68M
|
714K
$32.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
79.9K+ 9.73% |
$3.54M - $3.64M
|
901K
$41M
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
70.6K+ 205.1% |
$3.13M - $3.22M
|
105K
$4.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
69.4KNew |
$3.07M - $3.16M
|
69.4K
$3.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
69K+ 0.17% |
$3.06M - $3.15M
|
40.1M
$1.83B
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
68.7KNew |
$3.04M - $3.13M
|
68.7K
$3.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
68.3K+ 8.05% |
$3.02M - $3.11M
|
916K
$41.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
67.3K+ 385.05% |
$2.98M - $3.07M
|
84.8K
$3.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67KNew |
$2.97M - $3.05M
|
67K
$3.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
65.8K+ 0.34% |
$2.91M - $3M
|
19.7M
$896M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
59.5K+ 6.21% |
$2.64M - $2.71M
|
1.02M
$46.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
58.6K+ 7.98% |
$2.6M - $2.67M
|
793K
$36.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
57.3K+ 19.44% |
$2.54M - $2.61M
|
352K
$16M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
55.2K+ 594.52% |
$2.45M - $2.52M
|
64.5K
$2.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
55.2K+ 38.02% |
$2.44M - $2.51M
|
200K
$9.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
55K+ 44.24% |
$2.44M - $2.51M
|
179K
$8.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
53K+ 5.98% |
$2.35M - $2.41M
|
939K
$42.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
52.7K+ 26.51% |
$2.34M - $2.4M
|
252K
$11.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
52.2K+ 9.51% |
$2.31M - $2.38M
|
601K
$27.3M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47K+ 9.74% |
$2.08M - $2.14M
|
529K
$24.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
46.6K+ 79.24% |
$2.07M - $2.13M
|
105K
$4.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
45.9K+ 6.84% |
$2.03M - $2.09M
|
717K
$32.6M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
45.1K+ 60.45% |
$2M - $2.06M
|
120K
$5.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
43.9K+ 8.91% |
$1.95M - $2M
|
537K
$24.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
43.2K+ 16.15% |
$1.91M - $1.97M
|
310K
$14.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
42.1K+ 200.55% |
$1.87M - $1.92M
|
63.1K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
41.7K+ 44.77% |
$1.85M - $1.9M
|
135K
$6.13M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
41.2K+ 35.02% |
$1.83M - $1.88M
|
159K
$7.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
39K+ 36.69% |
$1.73M - $1.78M
|
145K
$6.62M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
37.3KNew |
$1.65M - $1.7M
|
37.3K
$1.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
36.8K+ 7.31% |
$1.63M - $1.68M
|
540K
$24.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
BUY
|
- |
36.5K+ 46.5% |
$1.62M - $1.66M
|
115K
$5.24M
|
|
|
Aug 07, 2024
Q2 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
36.5K+ 100.0% |
$1.62M - $1.66M
|
73K
$3.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
35.9K+ 23.87% |
$1.59M - $1.63M
|
186K
$8.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
35.3K+ 23.61% |
$1.56M - $1.61M
|
185K
$8.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35K+ 25.9% |
$1.55M - $1.59M
|
170K
$7.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
34.1K+ 5.62% |
$1.51M - $1.55M
|
641K
$29.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
33.3K+ 41.27% |
$1.47M - $1.52M
|
114K
$5.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30.7K+ 3.66% |
$1.36M - $1.4M
|
870K
$39.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
30.2K+ 43.72% |
$1.34M - $1.38M
|
99.3K
$4.52M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
29.9KNew |
$1.32M - $1.36M
|
29.9K
$1.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
28.5K+ 506.82% |
$1.26M - $1.3M
|
34.2K
$1.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
28.2KNew |
$1.25M - $1.29M
|
28.2K
$1.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
26KNew |
$1.15M - $1.18M
|
26K
$1.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
24.9K+ 4.12% |
$1.1M - $1.13M
|
630K
$28.7M
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
24.3K+ 3.91% |
$1.08M - $1.11M
|
647K
$29.4M
|