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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
6.34K+ 1.98% |
$279K - $304K
|
326K
$14.8M
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
BUY
|
- |
6.29KNew |
$278K - $302K
|
6.29K
$287K
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.22KNew |
$274K - $299K
|
6.22K
$283K
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
6.18K+ 33.79% |
$273K - $297K
|
24.5K
$1.11M
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
6.16K+ 5.22% |
$271K - $296K
|
124K
$5.65M
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
5.99K+ 6.88% |
$264K - $287K
|
93K
$4.23M
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.98KNew |
$264K - $287K
|
5.98K
$272K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
5.91K+ 30.9% |
$261K - $284K
|
25K
$1.14M
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.82K+ 43.62% |
$256K - $279K
|
19.1K
$872K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.65KNew |
$249K - $271K
|
5.65K
$257K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.63K+ 2.87% |
$248K - $270K
|
201K
$9.16M
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.44K+ 43.23% |
$240K - $261K
|
18K
$821K
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.41KNew |
$239K - $260K
|
5.41K
$246K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.28K+ 5.33% |
$233K - $254K
|
104K
$4.75M
|
|
Dec 01, 2022
Q3 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.08K+ 4.62% |
$224K - $244K
|
115K
$5.23M
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.06K+ 18.88% |
$223K - $243K
|
31.9K
$1.45M
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.93KNew |
$217K - $237K
|
4.93K
$224K
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.79K+ 36.4% |
$211K - $230K
|
18K
$817K
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.77KNew |
$210K - $229K
|
4.77K
$217K
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.46K+ 3.05% |
$196K - $214K
|
150K
$6.84M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.36K+ 9.88% |
$192K - $209K
|
48.5K
$2.21M
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.32K+ 9.35% |
$191K - $207K
|
50.5K
$2.3M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.32K+ 470.99% |
$190K - $207K
|
5.24K
$238K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.32K+ 33.9% |
$190K - $207K
|
17.1K
$776K
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
3.9K+ 21.89% |
$172K - $187K
|
21.7K
$989K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
3.89KNew |
$172K - $187K
|
3.89K
$177K
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.65K+ 0.51% |
$161K - $175K
|
725K
$33M
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.39K+ 9.53% |
$149K - $163K
|
38.9K
$1.77M
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
3.35K+ 24.05% |
$148K - $161K
|
17.3K
$787K
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
3.33KNew |
$147K - $160K
|
3.33K
$152K
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.27K+ 4.23% |
$144K - $157K
|
80.6K
$3.67M
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.23K+ 2.08% |
$143K - $155K
|
158K
$7.21M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.98K+ 3.37% |
$131K - $143K
|
91.3K
$4.15M
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.94K+ 5.02% |
$130K - $141K
|
61.6K
$2.8M
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.92K+ 6.82% |
$129K - $140K
|
45.7K
$2.08M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.88K+ 5.26% |
$127K - $138K
|
57.6K
$2.62M
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.75K+ 2.6% |
$121K - $132K
|
108K
$4.94M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.75K+ 9.6% |
$121K - $132K
|
31.3K
$1.43M
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
2.6K+ 14.49% |
$115K - $125K
|
20.6K
$936K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.58K+ 196.8% |
$114K - $124K
|
3.89K
$177K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.54K+ 2.33% |
$112K - $122K
|
112K
$5.08M
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.47K+ 15.2% |
$109K - $119K
|
18.7K
$853K
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
2.47K+ 4.76% |
$109K - $119K
|
54.3K
$2.47M
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.37K+ 20.8% |
$104K - $114K
|
13.8K
$626K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.37KNew |
$104K - $114K
|
2.37K
$108K
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.36K+ 9.31% |
$104K - $113K
|
27.7K
$1.26M
|
|
Oct 27, 2022
Q3 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
2.24K+ 14.24% |
$98.9K - $108K
|
18K
$819K
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.24K+ 8.01% |
$98.8K - $108K
|
30.2K
$1.38M
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.17KNew |
$95.5K - $104K
|
2.17K
$98.6K
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
2.17KNew |
$95.5K - $104K
|
2.17K
$98.6K
|