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 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.2K+ 5.37% |
$1.93M - $2.02M
|
868K
$39.5M
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
43.8K+ 25.98% |
$1.91M - $2M
|
212K
$9.67M
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
42.1K+ 51.64% |
$1.83M - $1.92M
|
124K
$5.62M
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
41.6K+ 5.45% |
$1.81M - $1.9M
|
805K
$36.7M
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
41.5K+ 15.65% |
$1.81M - $1.9M
|
307K
$14M
|
|
Feb 14, 2024
Q3 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
41KNew |
$1.79M - $1.87M
|
41K
$1.87M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
39.6K+ 258.91% |
$1.73M - $1.81M
|
54.9K
$2.5M
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
39.2K+ 9.75% |
$1.71M - $1.79M
|
442K
$20.1M
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
39.2K+ 216.71% |
$1.71M - $1.79M
|
57.2K
$2.61M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37K+ 10.85% |
$1.61M - $1.69M
|
378K
$17.2M
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
37K+ 14.42% |
$1.61M - $1.69M
|
293K
$13.3M
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
35.4KNew |
$1.55M - $1.62M
|
35.4K
$1.61M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
34.2K+ 20.65% |
$1.49M - $1.56M
|
200K
$9.11M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
33.7K+ 1687350.0% |
$1.47M - $1.54M
|
33.7K
$1.54M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
31.5K+ 14.0% |
$1.37M - $1.44M
|
257K
$11.7M
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
30.9K+ 19.98% |
$1.35M - $1.41M
|
186K
$8.46M
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
30.7K+ 273.39% |
$1.34M - $1.4M
|
41.9K
$1.91M
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
29.2KNew |
$1.27M - $1.33M
|
29.2K
$1.33M
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
27.3K+ 32.05% |
$1.19M - $1.25M
|
112K
$5.12M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.2K+ 4.74% |
$1.19M - $1.24M
|
601K
$27.3M
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
27.1K+ 18.4% |
$1.18M - $1.24M
|
174K
$7.93M
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
26.8K+ 17.99% |
$1.17M - $1.22M
|
176K
$8.01M
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
BUY
|
- |
26.3K+ 6.9% |
$1.15M - $1.2M
|
408K
$18.6M
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
26.1K+ 19.55% |
$1.14M - $1.19M
|
160K
$7.28M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
24.9K+ 6.18% |
$1.09M - $1.14M
|
428K
$19.5M
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
24.5K+ 5.27% |
$1.07M - $1.12M
|
490K
$22.3M
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
24.3K+ 6.27% |
$1.06M - $1.11M
|
411K
$18.7M
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
20.3K+ 8.02% |
$884K - $925K
|
273K
$12.4M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19.4K+ 7.86% |
$847K - $886K
|
267K
$12.1M
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
19K+ 96.78% |
$828K - $866K
|
38.6K
$1.76M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
18.8KNew |
$818K - $856K
|
18.8K
$854K
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
18.6K+ 9.28% |
$810K - $847K
|
219K
$9.95M
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
16.6KNew |
$724K - $757K
|
16.6K
$755K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.4K+ 11.5% |
$714K - $747K
|
159K
$7.23M
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
15.8KNew |
$691K - $723K
|
15.8K
$721K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.7K+ 72.39% |
$683K - $714K
|
37.3K
$1.7M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
15.3K+ 117.69% |
$668K - $699K
|
28.3K
$1.29M
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15.1K+ 6.11% |
$657K - $688K
|
262K
$11.9M
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
14.3K+ 25.7% |
$625K - $654K
|
70.1K
$3.19M
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
14.3K+ 12.59% |
$624K - $653K
|
128K
$5.82M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
13.4K+ 9.41% |
$585K - $612K
|
156K
$7.1M
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13.1KNew |
$572K - $599K
|
13.1K
$597K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13.1K+ 19.34% |
$572K - $598K
|
80.9K
$3.68M
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
11.9K+ 9.95% |
$518K - $542K
|
131K
$5.97M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
11.4K+ 3.67% |
$497K - $520K
|
322K
$14.7M
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11.3K+ 4.13% |
$491K - $514K
|
284K
$12.9M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.1K+ 3.25% |
$486K - $508K
|
354K
$16.1M
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
11K+ 90.81% |
$481K - $503K
|
23.2K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.8K+ 6.34% |
$473K - $495K
|
182K
$8.28M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.8KNew |
$473K - $495K
|
10.8K
$493K
|