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 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.32K- 13.56% |
$59.3K - $60.8K
|
8.38K
$392K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.34K- 16.87% |
$60.5K - $62K
|
6.61K
$309K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.37K- 1.53% |
$61.7K - $63.2K
|
88K
$4.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-1.41K- 10.62% |
$63.4K - $65K
|
11.8K
$554K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.48K- 1.12% |
$66.8K - $68.4K
|
131K
$6.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-1.48K- 22.34% |
$66.9K - $68.5K
|
5.15K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.51K- 1.16% |
$68.1K - $69.8K
|
129K
$6.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-1.56K- 12.76% |
$70.2K - $71.9K
|
10.6K
$498K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-1.58K- 2.03% |
$71.1K - $72.8K
|
75.9K
$3.55M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 19.07% |
$72.2K - $74K
|
6.79K
$318K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.61K- 1.81% |
$72.5K - $74.3K
|
87.3K
$4.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.64K- 5.13% |
$73.8K - $75.6K
|
30.3K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.67K- 61.41% |
$75.4K - $77.3K
|
1.05K
$49.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.7K- 1.0% |
$76.9K - $78.8K
|
169K
$7.93M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.72K- 32.9% |
$77.5K - $79.4K
|
3.5K
$164K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.75K- 16.48% |
$78.8K - $80.7K
|
8.85K
$414K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.77K- 14.8% |
$80K - $82K
|
10.2K
$478K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.79K- 5.5% |
$80.5K - $82.5K
|
30.7K
$1.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.83K- 7.27% |
$82.5K - $84.6K
|
23.3K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.92K- 0.67% |
$86.7K - $88.8K
|
285K
$13.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.96K- 8.07% |
$88.3K - $90.5K
|
22.3K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.97K- 1.45% |
$88.9K - $91.1K
|
134K
$6.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.02K- 3.62% |
$91.1K - $93.4K
|
53.7K
$2.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.02K- 7.46% |
$91.3K - $93.5K
|
25.1K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.04K- 7.31% |
$92.2K - $94.5K
|
25.9K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.12K- 2.42% |
$95.7K - $98.1K
|
85.5K
$4M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.14K- 15.29% |
$96.7K - $99.1K
|
11.9K
$556K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-2.17K- 58.02% |
$97.7K - $100K
|
1.57K
$73.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-2.19K- 10.35% |
$98.6K - $101K
|
18.9K
$887K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.21K- 77.01% |
$99.6K - $102K
|
659
$30.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.22K- 10.79% |
$100K - $103K
|
18.4K
$860K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-2.27K- 20.97% |
$102K - $105K
|
8.54K
$400K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.27K- 26.42% |
$103K - $105K
|
6.33K
$296K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.31K- 12.43% |
$104K - $107K
|
16.3K
$763K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.36K- 0.88% |
$106K - $109K
|
267K
$12.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-2.38K- 10.9% |
$107K - $110K
|
19.4K
$911K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.41K- 4.88% |
$109K - $111K
|
47K
$2.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-2.47K- 11.09% |
$111K - $114K
|
19.8K
$926K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.63K- 2.82% |
$118K - $121K
|
90.4K
$4.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-2.65K- 14.18% |
$119K - $122K
|
16K
$750K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.7K- 17.29% |
$122K - $125K
|
12.9K
$605K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.87K- 9.11% |
$130K - $133K
|
28.7K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.99K- 5.16% |
$135K - $138K
|
55.1K
$2.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-3.02K- 18.4% |
$136K - $139K
|
13.4K
$626K
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-3.02K- 31.39% |
$136K - $140K
|
6.6K
$309K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.04K- 1.7% |
$137K - $140K
|
176K
$8.23M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.04K- 1.17% |
$137K - $141K
|
257K
$12M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-3.08K- 7.16% |
$139K - $142K
|
40K
$1.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-3.12K- 1.96% |
$141K - $144K
|
156K
$7.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.19K- 0.46% |
$144K - $148K
|
687K
$32.2M
|