Purchases and Sales Made in Q2 2025 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 2025. 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, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.39M+ 7.04% |
$198M - $203M
|
66.8M
$3.13B
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.29M+ 3595.69% |
$148M - $152M
|
3.38M
$158M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.75M+ 1276.8% |
$79M - $81M
|
1.89M
$88.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.33M+ 5.79% |
$60M - $61.5M
|
24.3M
$1.14B
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.12M+ 9.81% |
$50.6M - $51.8M
|
12.6M
$588M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
995K+ 2.35% |
$44.9M - $46M
|
43.3M
$2.03B
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
781K+ 1783.27% |
$35.2M - $36.1M
|
824K
$38.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
779K+ 3.44% |
$35.1M - $36M
|
23.4M
$1.1B
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
518K+ 87.82% |
$23.4M - $23.9M
|
1.11M
$51.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
468K+ 23.13% |
$21.1M - $21.6M
|
2.49M
$117M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
332KNew |
$15M - $15.3M
|
332K
$15.5M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
307K+ 10.91% |
$13.8M - $14.2M
|
3.12M
$146M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
291K+ 9.59% |
$13.1M - $13.4M
|
3.33M
$156M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
289K+ 16.0% |
$13.1M - $13.4M
|
2.1M
$98.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
266K+ 72.81% |
$12M - $12.3M
|
632K
$29.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
248K+ 17.1% |
$11.2M - $11.5M
|
1.7M
$79.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
237KNew |
$10.7M - $10.9M
|
237K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
236K+ 9.17% |
$10.7M - $10.9M
|
2.81M
$132M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
234K+ 35.07% |
$10.6M - $10.8M
|
902K
$42.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
198K+ 61.87% |
$8.92M - $9.14M
|
517K
$24.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
196K+ 77.0% |
$8.85M - $9.07M
|
451K
$21.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
192K+ 20.5% |
$8.67M - $8.89M
|
1.13M
$52.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
179KNew |
$8.1M - $8.3M
|
179K
$8.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
168KNew |
$7.57M - $7.75M
|
168K
$7.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
155K+ 2187.62% |
$6.98M - $7.15M
|
162K
$7.57M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
149KNew |
$6.74M - $6.9M
|
149K
$6.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
140K+ 888.8% |
$6.3M - $6.46M
|
155K
$7.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
133K+ 9.35% |
$6.01M - $6.16M
|
1.56M
$73M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
126K+ 26.64% |
$5.67M - $5.81M
|
597K
$28M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
126K+ 18.63% |
$5.67M - $5.8M
|
800K
$37.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
101K+ 15.64% |
$4.58M - $4.69M
|
750K
$35.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
96.4K+ 12.56% |
$4.35M - $4.46M
|
864K
$40.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
92.7K+ 33.55% |
$4.18M - $4.29M
|
369K
$17.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
91.8K+ 159.32% |
$4.14M - $4.24M
|
149K
$7M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
85.8K+ 203.91% |
$3.87M - $3.96M
|
128K
$5.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
82.5K+ 5.82% |
$3.72M - $3.81M
|
1.5M
$70.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
77.1K+ 6.21% |
$3.48M - $3.57M
|
1.32M
$61.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
75.9K+ 0.7% |
$3.42M - $3.51M
|
10.9M
$512M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
72.8K+ 7.5% |
$3.29M - $3.37M
|
1.04M
$48.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
65.5K+ 16.3% |
$2.96M - $3.03M
|
468K
$21.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65.3K+ 2.05% |
$2.94M - $3.02M
|
3.25M
$152M
|
|
|
Jul 21, 2025
Q2 2025
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
64.6K+ 8.77% |
$2.91M - $2.99M
|
801K
$37.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
60.7K+ 55.77% |
$2.74M - $2.8M
|
169K
$7.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
59.5K+ 5.21% |
$2.69M - $2.75M
|
1.2M
$56.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
52.7K+ 14.35% |
$2.38M - $2.44M
|
420K
$19.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
51KNew |
$2.3M - $2.36M
|
51K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
50K+ 10.5% |
$2.26M - $2.31M
|
526K
$24.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
49.7K+ 7.27% |
$2.24M - $2.3M
|
733K
$34.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
47.7K+ 1.18% |
$2.15M - $2.21M
|
4.1M
$192M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
39.3KNew |
$1.77M - $1.82M
|
39.3K
$1.84M
|