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 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
194+ 48.87% |
$8.56K - $9.31K
|
591
$26.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
182+ 3.88% |
$8.03K - $8.74K
|
4.87K
$222K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
143+ 2.42% |
$6.31K - $6.87K
|
6.05K
$275K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
130+ 0.58% |
$5.73K - $6.24K
|
22.5K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
111+ 0.38% |
$4.9K - $5.33K
|
29.1K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
101+ 6.87% |
$4.45K - $4.85K
|
1.57K
$71.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
95+ 1.12% |
$4.19K - $4.56K
|
8.62K
$392K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
91+ 37.6% |
$4.01K - $4.37K
|
333
$15.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
84+ 19.44% |
$3.7K - $4.03K
|
516
$23.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
84+ 5.98% |
$3.7K - $4.03K
|
1.49K
$67.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
83+ 1.49% |
$3.66K - $3.98K
|
5.65K
$257K
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
68+ 0.44% |
$3K - $3.26K
|
15.7K
$714K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
62+ 0.49% |
$2.73K - $2.98K
|
12.8K
$582K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
57New |
$2.51K - $2.74K
|
57
$2.59K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
52New |
$2.29K - $2.5K
|
52
$2.37K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
39+ 0.62% |
$1.72K - $1.87K
|
6.33K
$288K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
23New |
$1.01K - $1.1K
|
23
$1.05K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
21+ 0.25% |
$926 - $1.01K
|
8.44K
$384K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
19+ 0.25% |
$838 - $912
|
7.51K
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.23% |
$573 - $624
|
5.59K
$255K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11+ 0.25% |
$485 - $528
|
4.49K
$204K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
5+ 0.57% |
$221 - $240
|
875
$39.8K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
4+ 0.71% |
$176 - $192
|
564
$25.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.2% |
$132 - $144
|
1.48K
$67.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3+ 0.04% |
$132 - $144
|
8.13K
$370K
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
BUY
|
- |
2+ 0.03% |
$88.2 - $96
|
6.39K
$291K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.04% |
$88.2 - $96
|
5.15K
$235K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
2New |
$88.2 - $96
|
2
$91
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$44.1 - $48
|
14.9K
$678K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.0% |
$44.1 - $48
|
94.2K
$4.29M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 0.11% |
$88.2 - $96
|
1.79K
$81.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-24- 0.04% |
$1.06K - $1.15K
|
60.8K
$2.77M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-25- 0.5% |
$1.1K - $1.2K
|
4.99K
$227K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-41- 0.33% |
$1.81K - $1.97K
|
12.6K
$571K
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-73- 0.56% |
$3.22K - $3.5K
|
13K
$594K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-82- 0.24% |
$3.62K - $3.94K
|
34.1K
$1.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-83- 27.67% |
$3.66K - $3.98K
|
217
$9.88K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-84- 0.68% |
$3.7K - $4.03K
|
12.3K
$561K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-84- 0.68% |
$3.7K - $4.03K
|
12.3K
$561K
|
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-86- 0.12% |
$3.79K - $4.13K
|
71.1K
$3.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-107- 1.5% |
$4.72K - $5.14K
|
7.01K
$319K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-146- 11.62% |
$6.44K - $7.01K
|
1.11K
$50.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-146- 11.62% |
$6.44K - $7.01K
|
1.11K
$50.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-148- 2.06% |
$6.53K - $7.11K
|
7.04K
$321K
|
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-149- 1.37% |
$6.57K - $7.15K
|
10.8K
$490K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-154- 25.2% |
$6.79K - $7.39K
|
457
$20.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-164- 99.39% |
$7.23K - $7.87K
|
1
$45.5
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-169- 1.64% |
$7.45K - $8.11K
|
10.1K
$461K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-177- 2.3% |
$7.81K - $8.5K
|
7.53K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-186- 2.2% |
$8.2K - $8.93K
|
8.28K
$377K
|