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 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.2K- 11.26% |
$144K - $148K
|
25.2K
$1.18M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.26K- 7.51% |
$147K - $151K
|
40.2K
$1.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3.32K- 38.89% |
$150K - $153K
|
5.21K
$244K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-3.36K- 1.62% |
$152K - $155K
|
204K
$9.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-3.43K- 12.65% |
$155K - $159K
|
23.7K
$1.11M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-3.51K- 1.89% |
$158K - $162K
|
182K
$8.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.53K- 17.61% |
$159K - $163K
|
16.5K
$774K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-3.58K- 7.79% |
$162K - $166K
|
42.4K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.75K- 11.27% |
$169K - $174K
|
29.6K
$1.38M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-3.78K- 22.12% |
$171K - $175K
|
13.3K
$623K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.78K- 10.65% |
$171K - $175K
|
31.7K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.91K- 3.94% |
$177K - $181K
|
95.4K
$4.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.91K- 20.51% |
$177K - $181K
|
15.2K
$710K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-3.94K- 14.15% |
$178K - $182K
|
23.9K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-3.96K- 25.13% |
$179K - $183K
|
11.8K
$552K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.97K- 0.28% |
$179K - $184K
|
1.43M
$66.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.05K- 10.76% |
$183K - $187K
|
33.6K
$1.57M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-4.13K- 5.15% |
$186K - $191K
|
75.9K
$3.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-4.14K- 2.64% |
$187K - $192K
|
153K
$7.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-4.21K- 10.23% |
$190K - $195K
|
36.9K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.35K- 31.73% |
$196K - $201K
|
9.35K
$438K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-4.64K- 2.7% |
$209K - $214K
|
167K
$7.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.75K- 18.77% |
$214K - $220K
|
20.5K
$962K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-4.76K- 18.28% |
$215K - $220K
|
21.3K
$996K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.92K- 16.52% |
$222K - $228K
|
24.9K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-5.01K- 24.16% |
$226K - $232K
|
15.7K
$736K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-5.05K- 0.45% |
$228K - $234K
|
1.12M
$52.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.16K- 9.23% |
$233K - $238K
|
50.7K
$2.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-5.35K- 24.43% |
$241K - $247K
|
16.6K
$775K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-5.45K- 14.59% |
$246K - $252K
|
31.9K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-5.53K- 15.07% |
$250K - $256K
|
31.2K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-5.72K- 12.78% |
$258K - $265K
|
39.1K
$1.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.05K- 9.6% |
$273K - $280K
|
57K
$2.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-6.23K- 2.65% |
$281K - $288K
|
229K
$10.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-6.28K- 58.85% |
$283K - $290K
|
4.39K
$205K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-6.37K- 6.86% |
$288K - $295K
|
86.5K
$4.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-6.6K- 10.08% |
$298K - $305K
|
58.9K
$2.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-6.63K- 13.94% |
$299K - $306K
|
40.9K
$1.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.91K- 7.14% |
$312K - $319K
|
89.8K
$4.2M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.92K- 18.7% |
$312K - $320K
|
30.1K
$1.41M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-7.07K- 1.77% |
$319K - $327K
|
392K
$18.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-7.14K- 2.04% |
$322K - $330K
|
344K
$16.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7.33K- 53.33% |
$331K - $339K
|
6.41K
$300K
|
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-7.33K- 16.94% |
$331K - $339K
|
35.9K
$1.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-7.35K- 31.21% |
$332K - $340K
|
16.2K
$758K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.35K- 16.02% |
$332K - $340K
|
38.6K
$1.81M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-8.16K- 3.19% |
$368K - $377K
|
247K
$11.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.23K- 9.27% |
$371K - $380K
|
80.5K
$3.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-8.33K- 19.39% |
$376K - $385K
|
34.6K
$1.62M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-8.66K- 18.77% |
$391K - $400K
|
37.5K
$1.75M
|