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 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.8K+ 134.75% |
$390K - $401K
|
15.3K
$698K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.68K+ 3.72% |
$384K - $396K
|
242K
$11M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.56KNew |
$379K - $390K
|
8.56K
$390K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
8.5K+ 83.82% |
$377K - $387K
|
18.6K
$848K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8.14K+ 67.4% |
$360K - $371K
|
20.2K
$920K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.11K+ 4.27% |
$359K - $369K
|
198K
$9.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
8.03K+ 148.27% |
$356K - $366K
|
13.5K
$612K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.99KNew |
$354K - $364K
|
7.99K
$364K
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
7.89K+ 11.07% |
$349K - $359K
|
79.1K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
7.88K+ 3.08% |
$349K - $359K
|
264K
$12M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.86K+ 11.86% |
$348K - $358K
|
74.1K
$3.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.8K+ 3.07% |
$345K - $355K
|
261K
$11.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
7.77K+ 5.77% |
$344K - $354K
|
142K
$6.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.53K+ 44.37% |
$334K - $343K
|
24.5K
$1.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7.5K+ 0.69% |
$332K - $342K
|
1.09M
$49.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
7.47K+ 6.09% |
$331K - $340K
|
130K
$5.92M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.17K+ 2.23% |
$317K - $327K
|
329K
$15M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
7.15KNew |
$317K - $326K
|
7.15K
$326K
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
7.07K+ 3.02% |
$313K - $322K
|
241K
$11M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.07K+ 20.16% |
$313K - $322K
|
42.2K
$1.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.87KNew |
$304K - $313K
|
6.87K
$313K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
6.77KNew |
$300K - $308K
|
6.77K
$308K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.71K+ 9.89% |
$297K - $306K
|
74.6K
$3.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.7K+ 5.52% |
$297K - $305K
|
128K
$5.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.66K+ 6.22% |
$295K - $304K
|
114K
$5.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
6.65K+ 1.46% |
$294K - $303K
|
463K
$21.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.64KNew |
$294K - $302K
|
6.64K
$302K
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
6.4K+ 6.35% |
$283K - $291K
|
107K
$4.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
6.13KNew |
$272K - $279K
|
6.13K
$279K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
6.07K+ 1423.94% |
$269K - $276K
|
6.49K
$296K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.07K+ 231.84% |
$269K - $276K
|
8.68K
$395K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
6.05KNew |
$268K - $276K
|
6.05K
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.79K+ 6.07% |
$257K - $264K
|
101K
$4.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.79KNew |
$256K - $264K
|
5.79K
$263K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
5.78K+ 40.76% |
$256K - $263K
|
20K
$909K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5.77KNew |
$256K - $263K
|
5.77K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
5.76KNew |
$255K - $263K
|
5.76K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
5.75KNew |
$255K - $262K
|
5.75K
$262K
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
5.68K+ 10.86% |
$251K - $259K
|
57.9K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.63KNew |
$250K - $257K
|
5.63K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.55K+ 1.91% |
$246K - $253K
|
296K
$13.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5.5KNew |
$244K - $251K
|
5.5K
$250K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
5.47K+ 17.51% |
$242K - $249K
|
36.7K
$1.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.46KNew |
$242K - $249K
|
5.46K
$249K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
5.41K+ 2190.69% |
$240K - $247K
|
5.66K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.34KNew |
$237K - $243K
|
5.34K
$243K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.33KNew |
$236K - $243K
|
5.33K
$243K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
5.33KNew |
$236K - $243K
|
5.33K
$243K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.08K+ 1.1% |
$225K - $232K
|
465K
$21.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.07KNew |
$225K - $231K
|
5.07K
$231K
|