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 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
513+ 5.75% |
$22.7K - $23.4K
|
9.43K
$429K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
504+ 8.87% |
$22.3K - $23K
|
6.19K
$282K
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
486+ 0.69% |
$21.5K - $22.2K
|
71K
$3.23M
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
473+ 120.66% |
$21K - $21.6K
|
865
$39.4K
|
|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
464+ 0.76% |
$20.6K - $21.1K
|
61.2K
$2.78M
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
407+ 0.44% |
$18K - $18.6K
|
93.6K
$4.26M
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
394+ 1.42% |
$17.5K - $18K
|
28.2K
$1.28M
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
391+ 2.7% |
$17.3K - $17.8K
|
14.9K
$678K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
374+ 3.57% |
$16.6K - $17K
|
10.8K
$493K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
373New |
$16.5K - $17K
|
373
$17K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
371New |
$16.4K - $16.9K
|
371
$16.9K
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
368+ 1.0% |
$16.3K - $16.8K
|
37.3K
$1.7M
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
353New |
$15.6K - $16.1K
|
353
$16.1K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
351New |
$15.5K - $16K
|
351
$16K
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
297+ 0.57% |
$13.2K - $13.5K
|
52.7K
$2.4M
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
280+ 0.62% |
$12.4K - $12.8K
|
45.4K
$2.07M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
257+ 44.7% |
$11.4K - $11.7K
|
832
$37.9K
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
254+ 0.79% |
$11.3K - $11.6K
|
32.5K
$1.48M
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
252+ 0.73% |
$11.2K - $11.5K
|
34.7K
$1.58M
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
250+ 1.84% |
$11.1K - $11.4K
|
13.8K
$630K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
245New |
$10.9K - $11.2K
|
245
$11.2K
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
227+ 1.96% |
$10.1K - $10.3K
|
11.8K
$537K
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
222+ 0.48% |
$9.83K - $10.1K
|
46.8K
$2.13M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
207New |
$9.17K - $9.44K
|
207
$9.42K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
195New |
$8.64K - $8.89K
|
195
$8.88K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
193+ 6.43% |
$8.55K - $8.8K
|
3.19K
$145K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
183+ 48.54% |
$8.11K - $8.34K
|
560
$25.5K
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
160+ 0.55% |
$7.09K - $7.29K
|
29.1K
$1.32M
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
125+ 1.89% |
$5.54K - $5.7K
|
6.76K
$308K
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
89+ 0.43% |
$3.94K - $4.06K
|
20.7K
$944K
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
62+ 0.7% |
$2.75K - $2.83K
|
8.87K
$404K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
47New |
$2.08K - $2.14K
|
47
$2.14K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
36+ 0.31% |
$1.59K - $1.64K
|
11.8K
$535K
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
35+ 0.36% |
$1.55K - $1.6K
|
9.77K
$445K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
31New |
$1.37K - $1.41K
|
31
$1.41K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
29+ 0.8% |
$1.28K - $1.32K
|
3.64K
$166K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
23+ 2.67% |
$1.02K - $1.05K
|
884
$40.2K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
23+ 0.16% |
$1.02K - $1.05K
|
14.8K
$675K
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
22+ 0.44% |
$975 - $1K
|
5.05K
$230K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
21+ 56.76% |
$930 - $957
|
58
$2.64K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
17New |
$753 - $775
|
17
$774
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17+ 1.02% |
$753 - $775
|
1.68K
$76.3K
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.83% |
$177 - $182
|
486
$22.1K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4New |
$177 - $182
|
4
$182
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3+ 0.01% |
$133 - $137
|
26.4K
$1.2M
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 1.8% |
$133 - $137
|
170
$7.74K
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.99% |
$88.6 - $91.2
|
205
$9.33K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.73% |
$44.3 - $45.6
|
138
$6.28K
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$44.3 - $45.6
|
1
$45.5
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.44% |
$44.3 - $45.6
|
42
$1.91K
|