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
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-510- 7.87% |
$22.6K - $23.2K
|
5.97K
$272K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-525- 4.28% |
$23.3K - $23.9K
|
11.8K
$535K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-539- 7.4% |
$23.9K - $24.6K
|
6.75K
$307K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-543- 2.33% |
$24.1K - $24.7K
|
22.7K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-545- 3.25% |
$24.1K - $24.8K
|
16.2K
$739K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-564- 1.08% |
$25K - $25.7K
|
51.6K
$2.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-621- 1.73% |
$27.5K - $28.3K
|
35.3K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-637- 90.61% |
$28.2K - $29K
|
66
$3K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-652- 29.04% |
$28.9K - $29.7K
|
1.59K
$72.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-669- 0.51% |
$29.6K - $30.5K
|
131K
$5.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-677- 11.77% |
$30K - $30.9K
|
5.08K
$231K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-723- 2.53% |
$32K - $33K
|
27.9K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-747- 4.63% |
$33.1K - $34K
|
15.4K
$701K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-758- 4.09% |
$33.6K - $34.5K
|
17.8K
$810K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-794- 7.91% |
$35.2K - $36.2K
|
9.24K
$421K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-832- 1.98% |
$36.9K - $37.9K
|
41.3K
$1.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-834- 8.27% |
$36.9K - $38K
|
9.25K
$421K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-845- 1.8% |
$37.4K - $38.5K
|
46.2K
$2.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-879- 6.28% |
$38.9K - $40.1K
|
13.1K
$597K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-890- 3.19% |
$39.4K - $40.6K
|
27K
$1.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-982- 5.69% |
$43.5K - $44.8K
|
16.3K
$740K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.01K- 1.47% |
$44.6K - $45.9K
|
67.3K
$3.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.03K- 1.84% |
$45.5K - $46.9K
|
54.7K
$2.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.08K- 1.81% |
$47.9K - $49.3K
|
58.7K
$2.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.08K- 5.94% |
$48K - $49.4K
|
17.1K
$780K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.08K- 5.73% |
$48K - $49.4K
|
17.8K
$812K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.1K- 1.29% |
$48.8K - $50.2K
|
84.1K
$3.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.12K- 8.12% |
$49.7K - $51.1K
|
12.7K
$578K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.15K- 6.01% |
$51K - $52.5K
|
18K
$820K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.16K- 4.96% |
$51.3K - $52.8K
|
22.2K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.17K- 4.13% |
$51.8K - $53.3K
|
27.2K
$1.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-1.17K- 2.83% |
$51.8K - $53.3K
|
40.1K
$1.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.18K- 4.6% |
$52.1K - $53.6K
|
24.4K
$1.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.21K- 4.46% |
$53.5K - $55K
|
25.9K
$1.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.29K- 12.05% |
$57K - $58.7K
|
9.39K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.32K- 7.79% |
$58.6K - $60.3K
|
15.7K
$713K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.4K- 10.54% |
$62K - $63.8K
|
11.9K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.42K- 6.07% |
$62.9K - $64.7K
|
22K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.44K- 16.44% |
$63.6K - $65.4K
|
7.29K
$332K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.45K- 3.38% |
$64.3K - $66.2K
|
41.5K
$1.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.46K- 1.61% |
$64.6K - $66.5K
|
89.2K
$4.06M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.52K- 4.82% |
$67.2K - $69.1K
|
29.9K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.73K- 2.36% |
$76.4K - $78.6K
|
71.5K
$3.26M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.74K- 3.95% |
$76.9K - $79.1K
|
42.2K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.83K- 7.75% |
$81.1K - $83.5K
|
21.8K
$992K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.84K- 7.4% |
$81.6K - $84K
|
23.1K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.86K- 6.56% |
$82.5K - $84.9K
|
26.5K
$1.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.92K- 3.49% |
$84.8K - $87.3K
|
53K
$2.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.93K- 1.03% |
$85.3K - $87.8K
|
185K
$8.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.98K- 3.98% |
$87.8K - $90.3K
|
47.7K
$2.17M
|