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 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
23.9K+ 18.87% |
$1.06M - $1.09M
|
150K
$6.84M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
23.7K+ 1.95% |
$1.05M - $1.08M
|
1.24M
$56.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
23.1K+ 9.18% |
$1.02M - $1.05M
|
274K
$12.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
22.9K+ 206.15% |
$1.02M - $1.04M
|
34K
$1.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
22.6KNew |
$1M - $1.03M
|
22.6K
$1.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
22K+ 2.22% |
$975K - $1M
|
1.01M
$46.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
21.6K+ 3.45% |
$955K - $983K
|
646K
$29.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
20.5K+ 2.51% |
$907K - $933K
|
836K
$38.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
20.1K+ 12.43% |
$889K - $915K
|
182K
$8.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
20K+ 89.68% |
$887K - $912K
|
42.3K
$1.93M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
18.9KNew |
$835K - $860K
|
18.9K
$859K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
18.8K+ 11.24% |
$832K - $856K
|
186K
$8.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
18.6K+ 16.03% |
$826K - $850K
|
135K
$6.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
17.8K+ 476.57% |
$789K - $812K
|
21.6K
$981K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
17.7K+ 3.09% |
$783K - $806K
|
590K
$26.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
17.5K+ 65.57% |
$774K - $797K
|
44.1K
$2.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
17.4K+ 46.94% |
$770K - $792K
|
54.4K
$2.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
17.1K+ 232.77% |
$758K - $780K
|
24.5K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.1K+ 2.0% |
$714K - $735K
|
821K
$37.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.1K+ 25.72% |
$714K - $735K
|
78.8K
$3.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
15.3KNew |
$678K - $698K
|
15.3K
$697K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
14.6KNew |
$646K - $665K
|
14.6K
$664K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
13.4K+ 31.41% |
$596K - $613K
|
56.2K
$2.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13.2K+ 103.04% |
$584K - $601K
|
26K
$1.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
12.8KNew |
$569K - $585K
|
12.8K
$584K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.8K+ 2.09% |
$568K - $584K
|
627K
$28.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
12.6K+ 16.83% |
$559K - $576K
|
87.6K
$3.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
12.5K+ 2.29% |
$555K - $571K
|
560K
$25.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 1.77% |
$551K - $567K
|
716K
$32.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
12.3K+ 10.77% |
$547K - $563K
|
127K
$5.78M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11.9K+ 16.25% |
$527K - $543K
|
85.1K
$3.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
BUY
|
- |
11.9K+ 3.07% |
$526K - $542K
|
399K
$18.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
11.7KNew |
$519K - $534K
|
11.7K
$533K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
11.7K+ 20.15% |
$518K - $533K
|
69.7K
$3.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
11.5K+ 85.16% |
$509K - $524K
|
25K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.4K+ 15.11% |
$506K - $520K
|
87K
$3.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
11.3K+ 4.66% |
$502K - $517K
|
255K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.2K+ 2.63% |
$494K - $509K
|
435K
$19.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
10.5KNew |
$465K - $478K
|
10.5K
$477K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.5K+ 5.05% |
$463K - $476K
|
218K
$9.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
10.2KNew |
$452K - $465K
|
10.2K
$465K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.2K+ 19.79% |
$450K - $463K
|
61.5K
$2.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.1K+ 9.68% |
$449K - $462K
|
115K
$5.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
9.8K+ 6.48% |
$434K - $447K
|
161K
$7.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
9.66K+ 6.11% |
$428K - $440K
|
168K
$7.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.56K+ 5.98% |
$423K - $436K
|
169K
$7.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
9.48K+ 1.13% |
$420K - $432K
|
845K
$38.4M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.17KNew |
$406K - $418K
|
9.17K
$417K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.1K+ 74.74% |
$403K - $415K
|
21.3K
$968K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.04K+ 4.93% |
$401K - $412K
|
193K
$8.76M
|