Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.6MNew |
$639M - $669M
|
14.6M
$667M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.6M+ 20036.63% |
$549M - $574M
|
12.6M
$576M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.58M+ 14.31% |
$200M - $209M
|
36.5M
$1.66B
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.8M+ 16.69% |
$122M - $128M
|
19.6M
$891M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.9M+ 989.92% |
$83.1M - $86.9M
|
2.1M
$95.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.41M+ 98451.05% |
$61.6M - $64.4M
|
1.41M
$64.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.29M+ 9.68% |
$56.1M - $58.7M
|
14.6M
$663M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.05M+ 2179.99% |
$46M - $48.1M
|
1.1M
$50.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
853K+ 32.8% |
$37.2M - $38.9M
|
3.45M
$157M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
775K+ 90.41% |
$33.8M - $35.4M
|
1.63M
$74.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
658K+ 2.72% |
$28.7M - $30M
|
24.8M
$1.13B
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
539K+ 16.92% |
$23.5M - $24.6M
|
3.72M
$169M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
492KNew |
$21.5M - $22.5M
|
492K
$22.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
415K+ 297.16% |
$18.1M - $19M
|
555K
$25.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
369K+ 18.06% |
$16.1M - $16.9M
|
2.42M
$110M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
348KNew |
$15.2M - $15.9M
|
348K
$15.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
333K+ 21.63% |
$14.5M - $15.2M
|
1.87M
$85.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
261K+ 3.13% |
$11.4M - $11.9M
|
8.59M
$391M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
229K+ 60.04% |
$9.99M - $10.4M
|
610K
$27.8M
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
220K+ 19.69% |
$9.59M - $10M
|
1.34M
$60.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
212KNew |
$9.26M - $9.69M
|
212K
$9.67M
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
195KNew |
$8.51M - $8.91M
|
195K
$8.88M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
177KNew |
$7.71M - $8.07M
|
177K
$8.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
152K+ 3.54% |
$6.62M - $6.93M
|
4.44M
$202M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
137KNew |
$5.96M - $6.24M
|
137K
$6.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
134K+ 1734.02% |
$5.86M - $6.13M
|
142K
$6.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
129K+ 113.96% |
$5.61M - $5.87M
|
241K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
119K+ 40.66% |
$5.19M - $5.43M
|
411K
$18.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
117K+ 7.3% |
$5.11M - $5.35M
|
1.72M
$78.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
112K+ 3.47% |
$4.87M - $5.09M
|
3.33M
$152M
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
110KNew |
$4.81M - $5.03M
|
110K
$5.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
105K+ 5.89% |
$4.58M - $4.79M
|
1.88M
$85.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
102KNew |
$4.44M - $4.65M
|
102K
$4.63M
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
82.3KNew |
$3.59M - $3.75M
|
82.3K
$3.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
77.9K+ 68.62% |
$3.4M - $3.56M
|
192K
$8.72M
|
|
|
Oct 11, 2023
Q3 2023
|
Hoese & CO LLP
|
BUY
|
- |
77.8K+ 229.76% |
$3.39M - $3.55M
|
112K
$5.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
74K+ 27.53% |
$3.23M - $3.38M
|
343K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
72.4K+ 218.86% |
$3.16M - $3.3M
|
105K
$4.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
72.2K+ 14.09% |
$3.15M - $3.29M
|
585K
$26.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
71.2K+ 14.93% |
$3.11M - $3.25M
|
548K
$25M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
62.8K+ 104.51% |
$2.74M - $2.87M
|
123K
$5.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
62.7K+ 5.64% |
$2.74M - $2.86M
|
1.17M
$53.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
59.3K+ 49.26% |
$2.59M - $2.71M
|
180K
$8.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
58.5K+ 17.91% |
$2.55M - $2.67M
|
385K
$17.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
56.7K+ 2.87% |
$2.47M - $2.59M
|
2.03M
$92.6M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
53.5K+ 9.23% |
$2.33M - $2.44M
|
633K
$28.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
52.8K+ 55.11% |
$2.3M - $2.41M
|
148K
$6.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
52.3KNew |
$2.28M - $2.39M
|
52.3K
$2.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
48.5K+ 4.33% |
$2.12M - $2.22M
|
1.17M
$53.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
48.2K+ 7.16% |
$2.1M - $2.2M
|
721K
$32.8M
|