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 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.07K+ 4.89% |
$225K - $231K
|
109K
$4.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.96KNew |
$220K - $226K
|
4.96K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
4.85KNew |
$215K - $221K
|
4.85K
$221K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
BUY
|
- |
4.84KNew |
$215K - $221K
|
4.84K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.73K+ 20.76% |
$209K - $216K
|
27.5K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
4.62KNew |
$205K - $211K
|
4.62K
$210K
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
4.58K+ 4.24% |
$203K - $209K
|
113K
$5.14M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.56KNew |
$202K - $208K
|
4.56K
$208K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
4.33K+ 1.61% |
$192K - $197K
|
272K
$12.4M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.15KNew |
$184K - $189K
|
4.15K
$189K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.96K+ 7.27% |
$175K - $180K
|
58.4K
$2.66M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.83K+ 0.26% |
$170K - $175K
|
1.48M
$67.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.83K+ 0.32% |
$170K - $174K
|
1.21M
$55M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
3.81K+ 0.68% |
$169K - $173K
|
560K
$25.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
3.79K+ 6.61% |
$168K - $173K
|
61.2K
$2.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.71K+ 3.04% |
$164K - $169K
|
126K
$5.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
3.67K+ 2.33% |
$163K - $167K
|
161K
$7.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.62K+ 15.23% |
$160K - $165K
|
27.3K
$1.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.6K+ 5.74% |
$160K - $164K
|
66.3K
$3.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
3.46K+ 1.54% |
$153K - $158K
|
229K
$10.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3.41K+ 13.03% |
$151K - $155K
|
29.6K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.31K+ 6.45% |
$146K - $151K
|
54.6K
$2.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.28KNew |
$145K - $150K
|
3.28K
$149K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.26KNew |
$144K - $149K
|
3.26K
$148K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.21K+ 58.87% |
$142K - $146K
|
8.67K
$395K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3.15KNew |
$140K - $144K
|
3.15K
$144K
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
3.1K+ 7.57% |
$138K - $141K
|
44.1K
$2.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.05K+ 15.32% |
$135K - $139K
|
22.9K
$1.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3K+ 26.05% |
$133K - $137K
|
14.5K
$661K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.96K+ 62.27% |
$131K - $135K
|
7.72K
$351K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.9K+ 39.2% |
$129K - $132K
|
10.3K
$469K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.84K+ 4.85% |
$126K - $129K
|
61.3K
$2.79M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.82KNew |
$125K - $129K
|
2.82K
$129K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.74K+ 3.47% |
$121K - $125K
|
81.6K
$3.72M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2.69KNew |
$119K - $122K
|
2.69K
$122K
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.65K+ 11.47% |
$117K - $121K
|
25.7K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.6K+ 18.02% |
$115K - $118K
|
17K
$774K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.56K+ 5.88% |
$113K - $117K
|
46.1K
$2.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.49K+ 11.3% |
$110K - $114K
|
24.5K
$1.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.45K+ 8.34% |
$108K - $112K
|
31.8K
$1.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.37K+ 32.62% |
$105K - $108K
|
9.62K
$438K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.33K+ 43.41% |
$103K - $106K
|
7.68K
$350K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.17K+ 11.8% |
$96K - $98.7K
|
20.5K
$934K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.12K+ 4.52% |
$93.9K - $96.6K
|
49K
$2.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.12K+ 17.67% |
$93.8K - $96.5K
|
14.1K
$642K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2.07K+ 8.62% |
$91.7K - $94.3K
|
26.1K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
2.05K+ 35.98% |
$90.8K - $93.4K
|
7.75K
$353K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.02K+ 3.07% |
$89.4K - $91.9K
|
67.6K
$3.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2K+ 0.88% |
$88.6K - $91.2K
|
229K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2K+ 11.37% |
$88.4K - $91K
|
19.6K
$890K
|