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 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-456- 3.57% |
$20.6K - $21.1K
|
12.3K
$576K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-459- 5.37% |
$20.7K - $21.2K
|
8.09K
$379K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-467- 0.84% |
$21.1K - $21.6K
|
54.8K
$2.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-484- 5.56% |
$21.8K - $22.4K
|
8.21K
$385K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-497- 4.01% |
$22.4K - $23K
|
11.9K
$556K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-504- 1.24% |
$22.7K - $23.3K
|
40.1K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-505- 14.39% |
$22.8K - $23.3K
|
3.01K
$141K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-507- 0.49% |
$22.9K - $23.4K
|
102K
$4.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-526- 0.12% |
$23.7K - $24.3K
|
427K
$20M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-542- 3.17% |
$24.5K - $25.1K
|
16.5K
$774K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-547- 50.0% |
$24.7K - $25.3K
|
547
$25.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-554- 9.01% |
$25K - $25.6K
|
5.59K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-561- 9.93% |
$25.3K - $25.9K
|
5.09K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-600- 15.61% |
$27.1K - $27.7K
|
3.24K
$152K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-617- 4.08% |
$27.8K - $28.5K
|
14.5K
$678K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-640- 93.57% |
$28.9K - $29.6K
|
44
$2.06K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-642- 1.14% |
$29K - $29.7K
|
55.9K
$2.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-652- 12.86% |
$29.4K - $30.1K
|
4.42K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-655- 1.77% |
$29.6K - $30.3K
|
36.4K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-657- 3.49% |
$29.6K - $30.4K
|
18.2K
$852K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-682- 11.57% |
$30.8K - $31.5K
|
5.21K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-701- 0.4% |
$31.6K - $32.4K
|
177K
$8.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-710- 1.67% |
$32K - $32.8K
|
41.9K
$1.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-738- 0.96% |
$33.3K - $34.1K
|
76.5K
$3.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-749- 3.34% |
$33.8K - $34.6K
|
21.7K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-774- 2.33% |
$34.9K - $35.8K
|
32.5K
$1.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-774- 3.0% |
$34.9K - $35.8K
|
25K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-778- 14.64% |
$35.1K - $36K
|
4.54K
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-803- 6.54% |
$36.2K - $37.1K
|
11.5K
$537K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-811- 11.29% |
$36.6K - $37.5K
|
6.37K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-843- 4.49% |
$38K - $39K
|
17.9K
$839K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-898- 99.78% |
$40.5K - $41.5K
|
2
$93.6
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-933- 1.28% |
$42.1K - $43.1K
|
72.2K
$3.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-963- 11.8% |
$43.5K - $44.5K
|
7.2K
$337K
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-973- 5.33% |
$43.9K - $45K
|
17.3K
$809K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-990- 48.48% |
$44.7K - $45.8K
|
1.05K
$49.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.01K- 16.16% |
$45.4K - $46.5K
|
5.22K
$244K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.05K- 3.86% |
$47.2K - $48.4K
|
26.1K
$1.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.05K- 6.2% |
$47.4K - $48.6K
|
15.9K
$744K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.07K- 14.62% |
$48.1K - $49.3K
|
6.22K
$291K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.08K- 8.15% |
$48.5K - $49.7K
|
12.1K
$568K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.09K- 2.86% |
$49K - $50.2K
|
36.9K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.11K- 4.37% |
$50.2K - $51.4K
|
24.3K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.12K- 2.29% |
$50.3K - $51.5K
|
47.7K
$2.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.16K- 2.5% |
$52.2K - $53.5K
|
45.1K
$2.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 11.66% |
$53.2K - $54.5K
|
8.94K
$418K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.2K- 21.45% |
$54.1K - $55.5K
|
4.39K
$206K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.25K- 20.29% |
$56.3K - $57.6K
|
4.9K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-1.3K- 1.17% |
$58.7K - $60.1K
|
109K
$5.12M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.31K- 92.31% |
$59.1K - $60.5K
|
109
$5.1K
|