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 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
18.8K+ 6.92% |
$831K - $904K
|
291K
$13.3M
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
18.4KNew |
$811K - $883K
|
18.4K
$837K
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
17.7K+ 2.31% |
$778K - $847K
|
782K
$35.6M
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
17.5K+ 10.92% |
$773K - $842K
|
178K
$8.11M
|
|
Oct 12, 2022
Q3 2022
|
Harbor Group, Inc.
|
BUY
|
- |
17K+ 138.06% |
$750K - $817K
|
29.3K
$1.34M
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
16.7K+ 174.05% |
$735K - $800K
|
26.2K
$1.19M
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
15.6K+ 55.67% |
$689K - $750K
|
43.7K
$1.99M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.3K+ 51.63% |
$675K - $734K
|
44.9K
$2.04M
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
15.3K+ 24.8% |
$673K - $732K
|
76.8K
$3.49M
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
14.1K+ 8.81% |
$624K - $679K
|
175K
$7.96M
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
14K+ 44.08% |
$617K - $671K
|
45.7K
$2.08M
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13.7K+ 6.61% |
$604K - $658K
|
221K
$10.1M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.6K+ 10.59% |
$599K - $652K
|
142K
$6.46M
|
|
Oct 21, 2022
Q3 2022
|
Provence Wealth Management Group
|
BUY
|
- |
13.2K+ 16.64% |
$583K - $635K
|
92.6K
$4.22M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
13KNew |
$575K - $626K
|
13K
$594K
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
12.8K+ 12.83% |
$565K - $615K
|
113K
$5.13M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.7K+ 59.74% |
$561K - $610K
|
34K
$1.55M
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.7KNew |
$559K - $609K
|
12.7K
$577K
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
12.6K+ 126.14% |
$557K - $606K
|
22.6K
$1.03M
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
11.8KNew |
$520K - $566K
|
11.8K
$537K
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
11.7KNew |
$516K - $562K
|
11.7K
$533K
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
11.6K+ 21.78% |
$514K - $559K
|
65.1K
$2.96M
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10.5K+ 13.3% |
$464K - $506K
|
89.7K
$4.08M
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
BUY
|
- |
10.3KNew |
$453K - $493K
|
10.3K
$468K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
10K+ 37.34% |
$443K - $482K
|
36.9K
$1.68M
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
9.8KNew |
$432K - $471K
|
9.8K
$446K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9.45KNew |
$417K - $454K
|
9.45K
$430K
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.34KNew |
$412K - $448K
|
9.34K
$425K
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.95K+ 79.11% |
$395K - $430K
|
20.3K
$923K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.95K+ 79.11% |
$395K - $430K
|
20.3K
$923K
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.58KNew |
$379K - $412K
|
8.58K
$391K
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.53K+ 11.2% |
$376K - $410K
|
84.7K
$3.86M
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
8.53K+ 5.04% |
$376K - $409K
|
178K
$8.09M
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.38KNew |
$369K - $402K
|
8.38K
$381K
|
|
Nov 09, 2022
Q3 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8.36K+ 11.28% |
$368K - $401K
|
82.4K
$3.75M
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
BUY
|
- |
8.08K+ 8.67% |
$356K - $388K
|
101K
$4.61M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.07KNew |
$356K - $387K
|
8.07K
$367K
|
|
Nov 09, 2022
Q3 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
8.03K+ 1.59% |
$354K - $385K
|
515K
$23.4M
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
8.03K+ 3.94% |
$354K - $385K
|
212K
$9.63M
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8.01K+ 21.6% |
$353K - $384K
|
45.1K
$2.05M
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
7.6K+ 1.05% |
$335K - $365K
|
729K
$33.2M
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
7.53K+ 22.97% |
$332K - $361K
|
40.3K
$1.83M
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
7.46K+ 20.78% |
$329K - $358K
|
43.4K
$1.97M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.44KNew |
$328K - $357K
|
7.44K
$339K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
7.33K+ 25.56% |
$323K - $352K
|
36K
$1.64M
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.24KNew |
$319K - $347K
|
7.24K
$329K
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.19KNew |
$317K - $345K
|
7.19K
$327K
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
7.11K+ 8.66% |
$314K - $341K
|
89.3K
$4.06M
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.73K+ 4.68% |
$297K - $323K
|
150K
$6.85M
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.42KNew |
$283K - $308K
|
6.42K
$292K
|