Purchases and Sales Made in Q3 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
13.1M+ 4558.12% |
$579M - $630M
|
13.4M
$611M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.69M+ 2.02% |
$74.6M - $81.2M
|
85.3M
$3.88B
|
|
Nov 14, 2022
Q3 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
541KNew |
$23.9M - $26M
|
541K
$24.6M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
479K+ 30.19% |
$21.1M - $23M
|
2.07M
$94.1M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
466KNew |
$20.5M - $22.4M
|
466K
$21.2M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
462K+ 2.77% |
$20.4M - $22.2M
|
17.1M
$780M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
458K+ 72.21% |
$20.2M - $22M
|
1.09M
$49.7M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
405K+ 66.85% |
$17.9M - $19.4M
|
1.01M
$46M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
399K+ 1.29% |
$17.6M - $19.2M
|
31.3M
$1.42B
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
363KNew |
$16M - $17.4M
|
363K
$16.5M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
354KNew |
$15.6M - $17M
|
354K
$16.1M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
351K+ 2.43% |
$15.5M - $16.8M
|
14.8M
$672M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
322K+ 140.99% |
$14.2M - $15.4M
|
550K
$25M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
315K+ 4.03% |
$13.9M - $15.1M
|
8.14M
$371M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
267KNew |
$11.8M - $12.8M
|
267K
$12.1M
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
253KNew |
$11.2M - $12.2M
|
253K
$11.5M
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
244KNew |
$10.8M - $11.7M
|
244K
$11.1M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
237K+ 90.04% |
$10.4M - $11.4M
|
499K
$22.7M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
229K+ 5.89% |
$10.1M - $11M
|
4.12M
$188M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
228K+ 2.17% |
$10M - $10.9M
|
10.7M
$488M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
226K+ 85.49% |
$9.97M - $10.8M
|
490K
$22.3M
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
187KNew |
$8.24M - $8.97M
|
187K
$8.5M
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
186K+ 32.82% |
$8.18M - $8.91M
|
751K
$34.2M
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
184KNew |
$8.11M - $8.83M
|
184K
$8.37M
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
174K+ 151.37% |
$7.69M - $8.37M
|
289K
$13.2M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
169K+ 0.28% |
$7.44M - $8.1M
|
61.4M
$2.79B
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
161K+ 38.53% |
$7.1M - $7.73M
|
579K
$26.3M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
160K+ 18.6% |
$7.06M - $7.69M
|
1.02M
$46.5M
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
158K+ 5.74% |
$6.95M - $7.56M
|
2.9M
$132M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
148K+ 18.78% |
$6.55M - $7.13M
|
939K
$42.8M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
148K+ 4.18% |
$6.55M - $7.13M
|
3.7M
$168M
|
|
Nov 14, 2022
Q3 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
148K+ 23.55% |
$6.53M - $7.11M
|
777K
$35.4M
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
125KNew |
$5.5M - $5.98M
|
125K
$5.67M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
124K+ 9.15% |
$5.46M - $5.94M
|
1.48M
$67.2M
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
113K+ 17.56% |
$4.98M - $5.42M
|
756K
$34.4M
|
|
Oct 12, 2022
Q3 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
106K+ 23.53% |
$4.68M - $5.09M
|
557K
$25.3M
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
105K+ 20.04% |
$4.65M - $5.06M
|
632K
$28.7M
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
100KNew |
$4.42M - $4.82M
|
100K
$4.57M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
96.4K+ 1.44% |
$4.25M - $4.63M
|
6.8M
$310M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
95.9K+ 6.77% |
$4.23M - $4.6M
|
1.51M
$68.9M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
95.3K+ 7.4% |
$4.2M - $4.57M
|
1.38M
$62.9M
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
BUY
|
- |
82.6K+ 26.52% |
$3.64M - $3.97M
|
394K
$17.9M
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
81.3K+ 86.2% |
$3.59M - $3.9M
|
176K
$7.99M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
76.8K+ 6.08% |
$3.39M - $3.69M
|
1.34M
$61M
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
72.7K+ 21.74% |
$3.21M - $3.49M
|
407K
$18.5M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
71.1K+ 24.73% |
$3.14M - $3.41M
|
359K
$16.3M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
70.5K+ 48.37% |
$3.11M - $3.38M
|
216K
$9.84M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
69.5K+ 48.34% |
$3.07M - $3.34M
|
213K
$9.71M
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
69K+ 53.14% |
$3.04M - $3.31M
|
199K
$9.06M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
66K+ 309.11% |
$2.91M - $3.17M
|
87.3K
$3.98M
|