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 29, 2025
Q2 2025
|
Hoese & CO LLP
|
SELL
|
- |
-8.67K- 5.85% |
$391K - $401K
|
140K
$6.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-8.85K- 5.15% |
$399K - $409K
|
163K
$7.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-9.14K- 18.9% |
$412K - $422K
|
39.2K
$1.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.14K- 5.45% |
$413K - $423K
|
159K
$7.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-9.33K- 23.49% |
$421K - $431K
|
30.4K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-9.36K- 10.5% |
$422K - $433K
|
79.8K
$3.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.38K- 11.01% |
$423K - $434K
|
75.8K
$3.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-9.49K- 99.81% |
$428K - $439K
|
18
$843
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-9.49K- 26.12% |
$428K - $439K
|
26.8K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-9.63K- 33.57% |
$435K - $445K
|
19.1K
$892K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.76K- 45.86% |
$440K - $451K
|
11.5K
$539K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-9.92K- 22.18% |
$448K - $459K
|
34.8K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.96K- 2.61% |
$449K - $461K
|
372K
$17.4M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-10.1K- 1.46% |
$454K - $465K
|
677K
$31.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-10.2K- 11.22% |
$461K - $472K
|
80.8K
$3.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-10.5K- 13.61% |
$474K - $485K
|
66.6K
$3.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-10.5K- 21.09% |
$474K - $486K
|
39.3K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-10.6K- 53.01% |
$480K - $492K
|
9.44K
$442K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-10.7K- 12.59% |
$485K - $497K
|
74.6K
$3.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-10.7K- 9.59% |
$485K - $497K
|
101K
$4.75M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-10.8K- 11.88% |
$485K - $497K
|
79.7K
$3.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10.8K- 4.33% |
$485K - $497K
|
238K
$11.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.9K- 1.05% |
$491K - $503K
|
1.02M
$48M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-11K- 49.61% |
$495K - $507K
|
11.1K
$522K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-11.5K- 17.1% |
$517K - $530K
|
55.6K
$2.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-11.6K- 12.51% |
$525K - $538K
|
81.4K
$3.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-11.9K- 44.15% |
$538K - $551K
|
15.1K
$706K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-12.2K- 34.25% |
$549K - $562K
|
23.3K
$1.09M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-12.3K- 19.01% |
$556K - $570K
|
52.5K
$2.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-12.5K- 2.85% |
$563K - $577K
|
426K
$19.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-12.6K- 25.38% |
$567K - $581K
|
37K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-12.6K- 6.25% |
$569K - $583K
|
189K
$8.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-12.7K- 29.47% |
$572K - $586K
|
30.4K
$1.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-13K- 5.97% |
$586K - $600K
|
205K
$9.58M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-13.2K- 41.92% |
$593K - $608K
|
18.2K
$853K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-13.4K- 66.93% |
$605K - $620K
|
6.63K
$310K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-13.6K- 4.06% |
$615K - $630K
|
322K
$15.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-13.8K- 6.65% |
$623K - $638K
|
194K
$9.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-13.8K- 5.7% |
$623K - $638K
|
228K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14K- 20.05% |
$632K - $648K
|
55.8K
$2.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-14.7K- 4.06% |
$665K - $681K
|
348K
$16.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-15.6K- 17.03% |
$702K - $719K
|
75.8K
$3.55M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-15.7K- 4.44% |
$708K - $726K
|
338K
$15.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-16.1K- 22.53% |
$727K - $745K
|
55.4K
$2.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-16.1K- 30.65% |
$727K - $745K
|
36.5K
$1.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-16.3K- 8.84% |
$734K - $752K
|
168K
$7.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-16.3K- 21.04% |
$737K - $755K
|
61.3K
$2.87M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-16.6K- 18.66% |
$747K - $766K
|
72.2K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-17.2K- 8.69% |
$774K - $793K
|
180K
$8.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-17.2K- 21.8% |
$775K - $794K
|
61.6K
$2.88M
|