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
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-55.6K- 8.25% |
$2.51M - $2.57M
|
619K
$29M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-61K- 22.11% |
$2.75M - $2.82M
|
215K
$10.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-61.5K- 20.44% |
$2.78M - $2.84M
|
240K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-65.2K- 2.35% |
$2.94M - $3.01M
|
2.71M
$127M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-72.1K- 45.53% |
$3.25M - $3.33M
|
86.2K
$4.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-73.9K- 99.03% |
$3.34M - $3.42M
|
727
$34K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-74.7K- 16.4% |
$3.37M - $3.45M
|
381K
$17.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-75.2K- 17.62% |
$3.39M - $3.47M
|
352K
$16.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-76.1K- 11.53% |
$3.43M - $3.52M
|
584K
$27.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-77.4K- 28.63% |
$3.49M - $3.58M
|
193K
$9.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-80.1K- 41.89% |
$3.62M - $3.7M
|
111K
$5.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-82.4K- 4.86% |
$3.72M - $3.81M
|
1.61M
$75.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-84.2K- 16.78% |
$3.8M - $3.89M
|
418K
$19.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-89.1K- 14.7% |
$4.02M - $4.12M
|
517K
$24.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-91.8K- 23.96% |
$4.14M - $4.25M
|
291K
$13.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-92.2K- 10.76% |
$4.16M - $4.26M
|
764K
$35.8M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-95.2K- 19.92% |
$4.29M - $4.4M
|
382K
$17.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-95.3K- 9.06% |
$4.3M - $4.4M
|
956K
$44.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-100K- 72.92% |
$4.53M - $4.65M
|
37.3K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-109K- 15.49% |
$4.92M - $5.04M
|
595K
$27.9M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-113K- 9.18% |
$5.1M - $5.22M
|
1.12M
$52.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-118K- 6.8% |
$5.32M - $5.46M
|
1.62M
$75.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-119K- 27.66% |
$5.39M - $5.52M
|
312K
$14.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-131K- 28.43% |
$5.9M - $6.05M
|
329K
$15.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-136K- 10.18% |
$6.14M - $6.29M
|
1.2M
$56.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-140K- 86.91% |
$6.32M - $6.48M
|
21.1K
$988K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-141K- 47.66% |
$6.38M - $6.54M
|
155K
$7.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-148K- 3.31% |
$6.7M - $6.86M
|
4.34M
$203M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-157K- 18.64% |
$7.1M - $7.27M
|
687K
$32.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-158K- 10.79% |
$7.11M - $7.29M
|
1.3M
$61M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-161K- 55.07% |
$7.28M - $7.46M
|
132K
$6.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-175K- 2.1% |
$7.9M - $8.1M
|
8.18M
$383M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-182K- 13.31% |
$8.22M - $8.42M
|
1.19M
$55.6M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-191K- 57.92% |
$8.63M - $8.84M
|
139K
$6.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-199K- 22.81% |
$8.99M - $9.21M
|
674K
$31.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-234K- 82.22% |
$10.6M - $10.8M
|
50.7K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-241K- 7.88% |
$10.9M - $11.1M
|
2.81M
$132M
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-258K- 9.56% |
$11.6M - $11.9M
|
2.44M
$114M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-290K- 6.52% |
$13.1M - $13.4M
|
4.16M
$195M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-292K- 10.85% |
$13.2M - $13.5M
|
2.39M
$112M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-314K- 8.88% |
$14.2M - $14.5M
|
3.22M
$151M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-344K- 3.99% |
$15.5M - $15.9M
|
8.28M
$388M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-383K- 9.27% |
$17.3M - $17.7M
|
3.75M
$176M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-465K- 4.27% |
$21M - $21.5M
|
10.4M
$488M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-549K- 92.62% |
$24.8M - $25.4M
|
43.8K
$2.05M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-612K- 12.31% |
$27.6M - $28.3M
|
4.36M
$204M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-698K- 3.86% |
$31.5M - $32.3M
|
17.4M
$814M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-771K- 8.14% |
$34.8M - $35.6M
|
8.71M
$408M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-813K- 1.69% |
$36.7M - $37.6M
|
47.2M
$2.21B
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-986K- 12.8% |
$44.5M - $45.6M
|
6.72M
$315M
|