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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.39KClosed |
$106K - $115K
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.43K- 24.14% |
$107K - $117K
|
7.63K
$347K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.46K- 4.89% |
$108K - $118K
|
47.9K
$2.18M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-2.53K- 5.45% |
$112K - $122K
|
43.9K
$2M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.53K- 7.69% |
$112K - $122K
|
30.4K
$1.38M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.63K- 14.08% |
$116K - $126K
|
16K
$729K
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.67K- 3.05% |
$118K - $128K
|
84.9K
$3.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.69K- 2.02% |
$119K - $129K
|
130K
$5.92M
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-2.74K- 22.74% |
$121K - $132K
|
9.31K
$424K
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.97K- 34.34% |
$131K - $142K
|
5.67K
$258K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.99K- 3.24% |
$132K - $143K
|
89.2K
$4.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3.37K- 12.35% |
$148K - $162K
|
23.9K
$1.09M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.37K- 4.16% |
$148K - $162K
|
77.5K
$3.53M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.51K- 36.05% |
$155K - $169K
|
6.23K
$283K
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-3.65K- 10.5% |
$161K - $175K
|
31.1K
$1.42M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.69K- 18.74% |
$163K - $177K
|
16K
$728K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.79K- 26.25% |
$167K - $182K
|
10.6K
$485K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.84K- 29.25% |
$169K - $184K
|
9.28K
$422K
|
|
|
Oct 13, 2022
Q3 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4K- 23.46% |
$176K - $192K
|
13K
$594K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.57K- 69.1% |
$201K - $219K
|
2.04K
$93K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.63K- 11.36% |
$204K - $222K
|
36.1K
$1.64M
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-4.75K- 8.06% |
$209K - $228K
|
54.1K
$2.46M
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.95K- 19.12% |
$218K - $237K
|
20.9K
$952K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.97K- 22.06% |
$219K - $239K
|
17.6K
$800K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.4K- 52.23% |
$238K - $259K
|
4.94K
$225K
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-5.42KClosed |
$239K - $260K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-5.57K- 5.19% |
$245K - $267K
|
102K
$4.63M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.69K- 7.05% |
$251K - $273K
|
75K
$3.41M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.73K- 9.23% |
$253K - $275K
|
56.4K
$2.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-6.1K- 33.58% |
$269K - $293K
|
12.1K
$549K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-6.36K- 2.29% |
$281K - $305K
|
271K
$12.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-6.64K- 14.83% |
$293K - $319K
|
38.1K
$1.74M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-6.9K- 7.2% |
$304K - $331K
|
88.9K
$4.05M
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.5K- 35.88% |
$331K - $360K
|
13.4K
$610K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.53K- 20.39% |
$332K - $361K
|
29.4K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.95K- 1.74% |
$395K - $430K
|
505K
$23M
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-9.95K- 6.99% |
$439K - $478K
|
132K
$6.02M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-10K- 23.23% |
$443K - $482K
|
33.2K
$1.51M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-10.8K- 7.9% |
$477K - $519K
|
126K
$5.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-11.9K- 3.74% |
$525K - $571K
|
306K
$13.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.2K- 26.12% |
$581K - $632K
|
37.3K
$1.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-13.5K- 2.2% |
$594K - $647K
|
600K
$27.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-15.1K- 42.41% |
$664K - $723K
|
20.5K
$931K
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
SELL
|
- |
-15.6K- 2.63% |
$688K - $749K
|
578K
$26.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-16K- 58.6% |
$705K - $767K
|
11.3K
$514K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-16.5K- 9.41% |
$727K - $791K
|
159K
$7.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-17K- 53.46% |
$750K - $816K
|
14.8K
$674K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.9K- 27.97% |
$791K - $861K
|
46.2K
$2.1M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.3K- 5.89% |
$806K - $878K
|
292K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-20K- 3.98% |
$881K - $959K
|
482K
$21.9M
|