Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
223+ 2.27% |
$11.9K - $12K
|
10.1K
$461K
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
170+ 1.8% |
$9.05K - $9.17K
|
9.62K
$441K
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
161+ 1.87% |
$8.57K - $8.69K
|
8.77K
$402K
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
159+ 1.64% |
$8.46K - $8.58K
|
9.85K
$452K
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
158+ 3.84% |
$8.41K - $8.53K
|
4.27K
$196K
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
158+ 2.77% |
$8.41K - $8.53K
|
5.87K
$269K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
150+ 28.52% |
$7.98K - $8.1K
|
676
$31K
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
133New |
$7.08K - $7.18K
|
133
$6.1K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
99New |
$5.27K - $5.34K
|
99
$4.54K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
97+ 0.35% |
$5.16K - $5.24K
|
27.8K
$1.27M
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
95+ 1.26% |
$5.05K - $5.13K
|
7.61K
$349K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
93New |
$4.95K - $5.02K
|
93
$4.26K
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.12% |
$2.66K - $2.7K
|
4.52K
$207K
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
46+ 0.03% |
$2.45K - $2.48K
|
148K
$6.8M
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
26+ 0.21% |
$1.38K - $1.4K
|
12.4K
$568K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20New |
$1.06K - $1.08K
|
20
$917
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
17+ 0.05% |
$905 - $917
|
32.2K
$1.47M
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
17+ 0.33% |
$905 - $917
|
5.14K
$236K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13+ 0.28% |
$692 - $702
|
4.74K
$217K
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9+ 0.17% |
$479 - $486
|
5.45K
$250K
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6+ 0.09% |
$319 - $324
|
6.54K
$300K
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.58% |
$213 - $216
|
689
$31.6K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3New |
$160 - $162
|
3
$138
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.55% |
$160 - $162
|
553
$25.4K
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2+ 0.42% |
$106 - $108
|
479
$22K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1- 0.1% |
$53.2 - $54
|
1.01K
$46.1K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-25Closed |
$1.33K - $1.35K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-48- 0.39% |
$2.55K - $2.59K
|
12.1K
$556K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-55Closed |
$2.93K - $2.97K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-64- 0.44% |
$3.41K - $3.45K
|
14.4K
$662K
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-94- 0.69% |
$5K - $5.07K
|
13.6K
$624K
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-100- 0.39% |
$5.32K - $5.4K
|
25.3K
$1.16M
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-125- 3.01% |
$6.65K - $6.75K
|
4.03K
$185K
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-125- 0.12% |
$6.65K - $6.75K
|
105K
$4.81M
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-146Closed |
$7.77K - $7.88K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-156- 49.84% |
$8.3K - $8.42K
|
157
$7.2K
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
SELL
|
- |
-185- 1.13% |
$9.84K - $9.98K
|
16.2K
$744K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-234- 3.45% |
$12.5K - $12.6K
|
6.56K
$301K
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-253- 0.53% |
$13.5K - $13.7K
|
47.2K
$2.16M
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-272- 2.68% |
$14.5K - $14.7K
|
9.86K
$452K
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-319- 2.3% |
$17K - $17.2K
|
13.5K
$620K
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-408- 4.55% |
$21.7K - $22K
|
8.55K
$392K
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-431- 7.66% |
$22.9K - $23.3K
|
5.2K
$238K
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-457- 7.18% |
$24.3K - $24.7K
|
5.91K
$271K
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-464- 48.69% |
$24.7K - $25K
|
489
$22.4K
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-750Closed |
$39.9K - $40.5K
|
0
$0
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-768- 13.63% |
$40.9K - $41.4K
|
4.87K
$223K
|
|
Nov 12, 2021
Q3 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-811- 6.61% |
$43.2K - $43.8K
|
11.5K
$525K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-845- 99.88% |
$45K - $45.6K
|
1
$45.9
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.02K- 2.86% |
$54.1K - $54.9K
|
34.5K
$1.58M
|