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 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-200- 3.4% |
$8.82K - $9.6K
|
5.68K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-232- 1.68% |
$10.2K - $11.1K
|
13.6K
$619K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-235- 4.59% |
$10.4K - $11.3K
|
4.88K
$222K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-258- 2.05% |
$11.4K - $12.4K
|
12.3K
$561K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-268- 5.47% |
$11.8K - $12.9K
|
4.63K
$211K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-277- 2.72% |
$12.2K - $13.3K
|
9.91K
$451K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-287- 4.85% |
$12.7K - $13.8K
|
5.63K
$256K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-313- 10.04% |
$13.8K - $15K
|
2.81K
$128K
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-316- 4.41% |
$13.9K - $15.2K
|
6.84K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-355- 3.0% |
$15.7K - $17K
|
11.5K
$523K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-359- 72.23% |
$15.8K - $17.2K
|
138
$6.28K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-379- 6.48% |
$16.7K - $18.2K
|
5.47K
$249K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-401- 4.06% |
$17.7K - $19.3K
|
9.47K
$431K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-461- 6.53% |
$20.3K - $22.1K
|
6.6K
$300K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-533- 2.11% |
$23.5K - $25.6K
|
24.7K
$1.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-600- 2.53% |
$26.5K - $28.8K
|
23.1K
$1.05M
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-633- 8.0% |
$27.9K - $30.4K
|
7.28K
$332K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-640- 1.89% |
$28.2K - $30.7K
|
33.3K
$1.52M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-648- 4.94% |
$28.6K - $31.1K
|
12.5K
$568K
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-664- 4.45% |
$29.3K - $31.9K
|
14.3K
$649K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-676- 1.98% |
$29.8K - $32.5K
|
33.4K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-910- 0.93% |
$40.1K - $43.7K
|
96.6K
$4.4M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-935- 6.08% |
$41.2K - $44.9K
|
14.5K
$658K
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-966- 14.75% |
$42.6K - $46.4K
|
5.58K
$254K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.02K- 47.85% |
$44.8K - $48.7K
|
1.11K
$50.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.02K- 5.87% |
$44.8K - $48.8K
|
16.3K
$742K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-1.02K- 22.25% |
$45K - $49K
|
3.57K
$162K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-1.1K- 2.26% |
$48.4K - $52.7K
|
47.5K
$2.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.1K- 7.01% |
$48.5K - $52.8K
|
14.6K
$664K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.13K- 95.77% |
$49.9K - $54.3K
|
50
$2.28K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-1.13K- 6.65% |
$49.9K - $54.3K
|
15.9K
$723K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-1.15K- 11.74% |
$50.7K - $55.2K
|
8.65K
$394K
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.16K- 8.95% |
$51.2K - $55.7K
|
11.8K
$537K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 5.19% |
$52.1K - $56.7K
|
21.6K
$982K
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-1.24K- 1.75% |
$54.5K - $59.3K
|
69.4K
$3.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.37K- 6.28% |
$60.2K - $65.5K
|
20.4K
$928K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.37K- 0.34% |
$60.5K - $65.8K
|
403K
$18.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.41K- 9.43% |
$62.3K - $67.8K
|
13.6K
$617K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.42K- 4.49% |
$62.6K - $68.1K
|
30.2K
$1.37M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.47K- 4.33% |
$64.8K - $70.5K
|
32.5K
$1.48M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.5K- 3.57% |
$66.2K - $72K
|
40.5K
$1.85M
|
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.53K- 0.91% |
$67.5K - $73.5K
|
167K
$7.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.66K- 6.19% |
$73.4K - $79.9K
|
25.2K
$1.15M
|
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.86K- 1.64% |
$82.2K - $89.4K
|
112K
$5.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.88K- 4.71% |
$83K - $90.4K
|
38.1K
$1.73M
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.99K- 5.1% |
$87.8K - $95.6K
|
37.1K
$1.69M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-2K- 4.23% |
$88.2K - $96.1K
|
45.3K
$2.06M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.07K- 14.56% |
$91.3K - $99.4K
|
12.1K
$553K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.26K- 26.57% |
$99.7K - $109K
|
6.25K
$284K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.38K- 2.5% |
$105K - $114K
|
92.8K
$4.22M
|