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 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
2.12K+ 29.99% |
$93.6K - $102K
|
9.2K
$419K
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.01K+ 40.19% |
$88.4K - $96.3K
|
6.99K
$318K
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.91K+ 4.2% |
$84.1K - $91.5K
|
47.3K
$2.15M
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.85K+ 3.99% |
$81.5K - $88.8K
|
48.2K
$2.19M
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
1.82K+ 8.57% |
$80.1K - $87.2K
|
23K
$1.05M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.77K+ 7.45% |
$78.2K - $85.2K
|
25.6K
$1.16M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.76K+ 2.02% |
$77.7K - $84.6K
|
89K
$4.05M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.76K+ 4.68% |
$77.7K - $84.6K
|
39.4K
$1.8M
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.65KNew |
$72.9K - $79.4K
|
1.65K
$75.3K
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.64K+ 22.32% |
$72.5K - $78.9K
|
9.01K
$410K
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.64K+ 0.92% |
$72.1K - $78.5K
|
180K
$8.19M
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 0.47% |
$71.9K - $78.3K
|
349K
$15.9M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.59K+ 1.11% |
$69.9K - $76.1K
|
144K
$6.56M
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.46K+ 21.38% |
$64.3K - $70K
|
8.28K
$377K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.38K+ 413.51% |
$60.7K - $66.1K
|
1.71K
$77.8K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.35K+ 1.29% |
$59.4K - $64.7K
|
106K
$4.81M
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1.25K+ 1.09% |
$55.1K - $60K
|
116K
$5.26M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.25K+ 617.33% |
$55K - $59.9K
|
1.45K
$66K
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.24K+ 7.94% |
$54.7K - $59.5K
|
16.9K
$767K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.15K+ 154.17% |
$50.6K - $55.1K
|
1.89K
$86.1K
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.11K+ 14.81% |
$48.9K - $53.2K
|
8.6K
$391K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.07K+ 9.44% |
$47.1K - $51.3K
|
12.4K
$564K
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.06K+ 14.46% |
$46.7K - $50.8K
|
8.37K
$381K
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
975New |
$43K - $46.8K
|
975
$44.4K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
975New |
$43K - $46.8K
|
975
$44.4K
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
948+ 1.33% |
$41.8K - $45.5K
|
72.5K
$3.3M
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
933+ 12.66% |
$41.1K - $44.8K
|
8.3K
$378K
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
BUY
|
- |
869+ 0.27% |
$38.3K - $41.7K
|
322K
$14.7M
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
837+ 3.55% |
$36.9K - $40.2K
|
24.4K
$1.11M
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
809+ 1.78% |
$35.7K - $38.8K
|
46.2K
$2.1M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
754+ 18.23% |
$33.3K - $36.2K
|
4.89K
$223K
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
729+ 3.48% |
$32.1K - $35K
|
21.7K
$986K
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
695+ 8.61% |
$30.6K - $33.4K
|
8.77K
$399K
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
597+ 2.68% |
$26.3K - $28.7K
|
22.9K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
582+ 4.33% |
$25.7K - $27.9K
|
14K
$638K
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
552New |
$24.3K - $26.5K
|
552
$25.1K
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
545+ 2.64% |
$24K - $26.2K
|
21.2K
$963K
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
507+ 1.64% |
$22.4K - $24.3K
|
31.4K
$1.43M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
503+ 7.76% |
$22.2K - $24.1K
|
6.98K
$318K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
470New |
$20.7K - $22.6K
|
470
$21.4K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
437+ 11.38% |
$19.3K - $21K
|
4.28K
$195K
|
|
Oct 13, 2022
Q3 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
416+ 2.21% |
$18.3K - $20K
|
19.3K
$877K
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
334+ 3.53% |
$14.7K - $16K
|
9.81K
$446K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
331+ 5.79% |
$14.6K - $15.9K
|
6.05K
$275K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
330+ 4.33% |
$14.6K - $15.8K
|
7.95K
$362K
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
330New |
$14.6K - $15.8K
|
330
$15K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
319New |
$14.1K - $15.3K
|
319
$14.5K
|
|
Nov 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
236+ 2.05% |
$10.4K - $11.3K
|
11.7K
$534K
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
229+ 4.66% |
$10.1K - $11K
|
5.14K
$234K
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
223+ 3.24% |
$9.83K - $10.7K
|
7.1K
$323K
|