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 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.83K+ 15.15% |
$210K - $220K
|
36.7K
$1.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.77K+ 14.54% |
$208K - $218K
|
37.6K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.71KNew |
$205K - $215K
|
4.71K
$214K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.34K+ 35.06% |
$189K - $198K
|
16.7K
$760K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
4.18K+ 2.88% |
$182K - $191K
|
149K
$6.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.08K+ 11.63% |
$178K - $186K
|
39.2K
$1.78M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
4.06K+ 4.26% |
$177K - $185K
|
99.3K
$4.52M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
3.63K+ 20.73% |
$158K - $166K
|
21.1K
$962K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.59K+ 88.91% |
$157K - $164K
|
7.63K
$347K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.54K+ 149.22% |
$155K - $162K
|
5.92K
$269K
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
3.53K+ 7.39% |
$154K - $161K
|
51.2K
$2.33M
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
3.27K+ 29.47% |
$143K - $149K
|
14.4K
$654K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.27K+ 10.25% |
$143K - $149K
|
35.2K
$1.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.26K+ 21.3% |
$142K - $149K
|
18.6K
$846K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
3.19K+ 14.97% |
$139K - $145K
|
24.5K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.12KNew |
$136K - $142K
|
3.12K
$142K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.07KNew |
$134K - $140K
|
3.07K
$140K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.03K+ 6.67% |
$132K - $138K
|
48.5K
$2.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.88K+ 11.79% |
$126K - $131K
|
27.3K
$1.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
BUY
|
- |
2.65K+ 12.14% |
$116K - $121K
|
24.5K
$1.12M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.62KNew |
$114K - $119K
|
2.62K
$119K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.6K+ 33.44% |
$113K - $118K
|
10.4K
$471K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.57K+ 10.29% |
$112K - $117K
|
27.5K
$1.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.47K+ 17.76% |
$108K - $113K
|
16.4K
$746K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.24K+ 7.94% |
$97.8K - $102K
|
30.5K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.16K+ 1.51% |
$94.4K - $98.7K
|
146K
$6.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.16KNew |
$94.1K - $98.5K
|
2.16K
$98.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.98K+ 20.6% |
$86.3K - $90.3K
|
11.6K
$527K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
1.96K+ 5.82% |
$85.3K - $89.2K
|
35.5K
$1.62M
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.94KNew |
$84.6K - $88.5K
|
1.94K
$88.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.93K+ 25.54% |
$84.4K - $88.3K
|
9.51K
$433K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.92K+ 28.38% |
$83.7K - $87.6K
|
8.68K
$395K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.92K+ 2.93% |
$83.7K - $87.6K
|
67.5K
$3.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.84K+ 8.33% |
$80.3K - $84K
|
23.9K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.82K+ 1.5% |
$79.5K - $83.2K
|
123K
$5.62M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.82K+ 5.99% |
$79.3K - $83K
|
32.2K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.82K+ 14.04% |
$79.3K - $82.9K
|
14.8K
$672K
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.71K+ 12.1% |
$74.5K - $78K
|
15.8K
$720K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.62K+ 15.96% |
$70.6K - $73.8K
|
11.8K
$535K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.56K+ 14.36% |
$68K - $71.2K
|
12.4K
$565K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.5K+ 6.75% |
$65.5K - $68.5K
|
23.8K
$1.08M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.48KNew |
$64.6K - $67.5K
|
1.48K
$67.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.43K+ 9.42% |
$62.2K - $65K
|
16.6K
$753K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.39K+ 9.88% |
$60.7K - $63.5K
|
15.5K
$704K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.38K+ 9.72% |
$60K - $62.8K
|
15.5K
$707K
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.28K+ 7.28% |
$55.7K - $58.2K
|
18.8K
$855K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 11.23% |
$53.5K - $56K
|
12.2K
$553K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.22K+ 3.42% |
$53.3K - $55.8K
|
37K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.2K+ 20.31% |
$52.3K - $54.8K
|
7.11K
$324K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
1.14K+ 21.2% |
$49.5K - $51.8K
|
6.49K
$295K
|