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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
468K+ 23.13% |
$21.1M - $21.6M
|
2.49M
$115M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
198K+ 61.87% |
$8.92M - $9.14M
|
517K
$23.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
196K+ 77.0% |
$8.85M - $9.07M
|
451K
$20.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
179KNew |
$8.1M - $8.3M
|
179K
$8.27M
|
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
149KNew |
$6.74M - $6.9M
|
149K
$6.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
82.5K+ 5.82% |
$3.72M - $3.81M
|
1.5M
$69.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
72.8K+ 7.5% |
$3.29M - $3.37M
|
1.04M
$48.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
59.5K+ 5.21% |
$2.69M - $2.75M
|
1.2M
$55.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
33.3K+ 16.63% |
$1.5M - $1.54M
|
234K
$10.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
30.1KNew |
$1.36M - $1.39M
|
30.1K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
28.5K+ 5.21% |
$1.28M - $1.32M
|
575K
$26.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28.3K+ 0.69% |
$1.28M - $1.31M
|
4.12M
$190M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
21.5KNew |
$970K - $994K
|
21.5K
$991K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
18.4KNew |
$832K - $852K
|
18.4K
$849K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
18.3K+ 18.67% |
$825K - $845K
|
116K
$5.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16.7K+ 2.86% |
$754K - $773K
|
601K
$27.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
12.3K+ 109.57% |
$553K - $566K
|
23.4K
$1.08M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
10.9K+ 100.36% |
$490K - $502K
|
21.7K
$998K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
10.7KNew |
$482K - $493K
|
10.7K
$492K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 144.67% |
$475K - $487K
|
17.8K
$820K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
10.5K+ 26.16% |
$472K - $484K
|
50.5K
$2.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
8.81KNew |
$398K - $407K
|
8.81K
$406K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.56KNew |
$386K - $395K
|
8.56K
$394K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.67KNew |
$346K - $354K
|
7.67K
$353K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.31KNew |
$330K - $338K
|
7.31K
$337K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
7.04K+ 9.89% |
$318K - $326K
|
78.2K
$3.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.7KNew |
$302K - $310K
|
6.7K
$309K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.4KNew |
$289K - $296K
|
6.4K
$295K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
5.99K+ 1.32% |
$270K - $277K
|
458K
$21.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.73K+ 15.26% |
$259K - $265K
|
43.3K
$1.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.62K+ 3.37% |
$254K - $260K
|
172K
$7.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
5.21KNew |
$235K - $241K
|
5.21K
$240K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
4.87K+ 7.13% |
$220K - $225K
|
73.2K
$3.37M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
4.71K+ 12.55% |
$213K - $218K
|
42.2K
$1.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.59K+ 20.65% |
$207K - $212K
|
26.8K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.48KNew |
$202K - $207K
|
4.48K
$206K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.41KNew |
$154K - $158K
|
3.41K
$157K
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
3.08K+ 9.83% |
$139K - $142K
|
34.4K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.96K+ 23.34% |
$88.3K - $90.5K
|
10.3K
$477K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.86K+ 7.13% |
$83.7K - $85.8K
|
27.9K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.56K+ 4.41% |
$70.4K - $72.2K
|
37K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.54K+ 2.48% |
$69.4K - $71.1K
|
63.5K
$2.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.42K+ 171.55% |
$63.9K - $65.5K
|
2.24K
$103K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
889+ 11.08% |
$40.1K - $41.1K
|
8.91K
$410K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
843+ 12.59% |
$38K - $39K
|
7.54K
$347K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
839+ 50.97% |
$37.9K - $38.8K
|
2.49K
$114K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
563+ 5.96% |
$25.4K - $26K
|
10K
$461K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
494+ 1.82% |
$22.3K - $22.8K
|
27.6K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
467+ 6.52% |
$21.1K - $21.6K
|
7.63K
$351K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
308+ 2.06% |
$13.9K - $14.2K
|
15.3K
$703K
|