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
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.99K+ 2.6% |
$88K - $90.6K
|
78.4K
$3.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.98K+ 8.77% |
$87.9K - $90.4K
|
24.6K
$1.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.86K+ 0.97% |
$82.3K - $84.6K
|
193K
$8.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.84K+ 5.58% |
$81.6K - $83.9K
|
34.8K
$1.59M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.77K+ 1.52% |
$78.5K - $80.8K
|
119K
$5.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.77K+ 7.5% |
$78.4K - $80.6K
|
25.4K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.73K+ 0.89% |
$76.5K - $78.7K
|
196K
$8.93M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.71KNew |
$75.6K - $77.8K
|
1.71K
$77.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.69K+ 14.07% |
$75K - $77.2K
|
13.7K
$625K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.61K+ 1.01% |
$71.5K - $73.6K
|
162K
$7.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.58K+ 30.45% |
$69.9K - $72K
|
6.76K
$308K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.54KNew |
$68.4K - $70.4K
|
1.54K
$70.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
1.51K+ 11.14% |
$66.9K - $68.9K
|
15.1K
$686K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
1.47K+ 2.98% |
$65.2K - $67K
|
50.8K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.45K+ 3.92% |
$64.2K - $66.1K
|
38.4K
$1.75M
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.4K+ 0.2% |
$62.1K - $63.9K
|
690K
$31.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
1.29K+ 27.22% |
$57.3K - $58.9K
|
6.04K
$275K
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.22K+ 5.46% |
$54K - $55.6K
|
23.6K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.18K+ 0.41% |
$52.2K - $53.7K
|
286K
$13M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.14K+ 2.24% |
$50.5K - $52K
|
52.1K
$2.37M
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.14K+ 6.45% |
$50.4K - $51.8K
|
18.8K
$854K
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.1K+ 9.5% |
$48.9K - $50.3K
|
12.7K
$579K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.09K+ 3.35% |
$48.3K - $49.7K
|
33.7K
$1.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.08K+ 5.42% |
$47.9K - $49.3K
|
21.1K
$959K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.06K+ 1.75% |
$47K - $48.3K
|
61.5K
$2.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.03K+ 15.81% |
$45.7K - $47K
|
7.56K
$344K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1KNew |
$44.3K - $45.6K
|
1K
$45.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
993+ 10.7% |
$44K - $45.3K
|
10.3K
$468K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
990New |
$43.9K - $45.1K
|
990
$45.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
990+ 10.42% |
$43.9K - $45.1K
|
10.5K
$477K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
938New |
$41.6K - $42.8K
|
938
$42.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
912+ 3.28% |
$40.4K - $41.6K
|
28.7K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
892+ 0.59% |
$39.5K - $40.7K
|
152K
$6.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
838+ 2.51% |
$37.1K - $38.2K
|
34.2K
$1.56M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
799+ 5.52% |
$35.4K - $36.4K
|
15.3K
$696K
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
796+ 64.25% |
$35.3K - $36.3K
|
2.04K
$92.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
780+ 2.46% |
$34.6K - $35.6K
|
32.5K
$1.48M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
773+ 0.86% |
$34.2K - $35.2K
|
91.1K
$4.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
759+ 1.42% |
$33.6K - $34.6K
|
54K
$2.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
704+ 1.92% |
$31.2K - $32.1K
|
37.3K
$1.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
683+ 9.24% |
$30.3K - $31.1K
|
8.08K
$368K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
663+ 0.23% |
$29.4K - $30.2K
|
289K
$13.1M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
634+ 7.42% |
$28.1K - $28.9K
|
9.17K
$418K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
607+ 12.04% |
$26.9K - $27.7K
|
5.65K
$257K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
597+ 1.51% |
$26.4K - $27.2K
|
40.1K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
594+ 5.58% |
$26.3K - $27.1K
|
11.2K
$511K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
564+ 1.13% |
$25K - $25.7K
|
50.7K
$2.31M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
563+ 0.11% |
$24.9K - $25.7K
|
520K
$23.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
555+ 0.21% |
$24.6K - $25.3K
|
260K
$11.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
552+ 5.36% |
$24.5K - $25.2K
|
10.9K
$494K
|