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 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-20K- 42.07% |
$881K - $960K
|
27.5K
$1.25M
|
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-20.1K- 29.19% |
$887K - $966K
|
48.8K
$2.22M
|
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-23.3K- 6.97% |
$1.03M - $1.12M
|
311K
$14.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-24.2K- 79.44% |
$1.07M - $1.16M
|
6.28K
$286K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-25.4K- 29.92% |
$1.12M - $1.22M
|
59.5K
$2.71M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-26K- 10.13% |
$1.15M - $1.25M
|
231K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-26.7K- 44.99% |
$1.18M - $1.28M
|
32.6K
$1.48M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28.2K- 0.58% |
$1.24M - $1.35M
|
4.84M
$220M
|
|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-30.4K- 45.72% |
$1.34M - $1.46M
|
36.1K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-33.6K- 8.02% |
$1.48M - $1.61M
|
385K
$17.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-34.5K- 85.33% |
$1.52M - $1.66M
|
5.93K
$270K
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-34.6K- 31.76% |
$1.53M - $1.66M
|
74.3K
$3.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-38.9K- 45.45% |
$1.71M - $1.87M
|
46.7K
$2.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-40.5K- 96.0% |
$1.78M - $1.94M
|
1.68K
$76.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-41.1K- 40.98% |
$1.81M - $1.97M
|
59.2K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-41.5K- 2.39% |
$1.83M - $1.99M
|
1.7M
$77.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-44.9K- 12.16% |
$1.98M - $2.15M
|
324K
$14.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-54.8K- 36.54% |
$2.41M - $2.63M
|
95.1K
$4.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-56.9K- 26.83% |
$2.51M - $2.73M
|
155K
$7.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-62.5K- 83.05% |
$2.76M - $3M
|
12.8K
$581K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-66.9K- 7.76% |
$2.95M - $3.21M
|
796K
$36.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-70.2K- 20.98% |
$3.1M - $3.37M
|
265K
$12M
|
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
SELL
|
- |
-70.5K- 3.73% |
$3.11M - $3.38M
|
1.82M
$82.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-89.1K- 8.36% |
$3.93M - $4.28M
|
977K
$44.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-100K- 37.22% |
$4.42M - $4.81M
|
169K
$7.69M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-104K- 58.69% |
$4.58M - $4.99M
|
73.2K
$3.33M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-106K- 93.89% |
$4.66M - $5.07M
|
6.88K
$313K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-106K- 93.89% |
$4.66M - $5.07M
|
6.88K
$313K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-123K- 0.53% |
$5.42M - $5.9M
|
22.8M
$1.04B
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-124K- 47.26% |
$5.47M - $5.95M
|
138K
$6.3M
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-129K- 38.3% |
$5.68M - $6.18M
|
207K
$9.44M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-135K- 39.65% |
$5.97M - $6.49M
|
206K
$9.37M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-139K- 48.15% |
$6.11M - $6.65M
|
149K
$6.79M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-139K- 17.97% |
$6.14M - $6.68M
|
636K
$28.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-155K- 24.41% |
$6.84M - $7.44M
|
480K
$21.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-524K- 95.77% |
$23.1M - $25.1M
|
23.1K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.09M- 8.1% |
$48.2M - $52.5M
|
12.4M
$564M
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-13.1M- 97.75% |
$578M - $630M
|
302K
$13.7M
|