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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
99+ 0.87% |
$4.32K - $4.52K
|
11.5K
$524K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
97+ 170.18% |
$4.23K - $4.43K
|
154
$7.01K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
84New |
$3.66K - $3.83K
|
84
$3.82K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
83+ 0.14% |
$3.62K - $3.79K
|
58.6K
$2.67M
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
81+ 5.08% |
$3.53K - $3.7K
|
1.68K
$76.2K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
67New |
$2.92K - $3.06K
|
67
$3.05K
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
60+ 0.41% |
$2.62K - $2.74K
|
14.7K
$670K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
44+ 24.86% |
$1.92K - $2.01K
|
221
$10.1K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
44+ 24.86% |
$1.92K - $2.01K
|
221
$10.1K
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
35+ 0.15% |
$1.53K - $1.6K
|
23.1K
$1.05M
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
28New |
$1.22K - $1.28K
|
28
$1.27K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17+ 0.38% |
$742 - $776
|
4.55K
$207K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
17New |
$742 - $776
|
17
$774
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
11New |
$480 - $502
|
11
$501
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8+ 0.06% |
$349 - $365
|
12.7K
$578K
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
5+ 0.87% |
$218 - $228
|
582
$26.5K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.63% |
$131 - $137
|
476
$21.7K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.5% |
$43.6 - $45.6
|
41
$1.87K
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.19% |
$43.6 - $45.6
|
85
$3.87K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1- 0.08% |
$43.6 - $45.6
|
1.29K
$58.5K
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3- 0.03% |
$131 - $137
|
9.08K
$413K
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-3- 1.48% |
$131 - $137
|
200
$9.1K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-9- 0.15% |
$393 - $411
|
6.09K
$277K
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-28- 0.18% |
$1.22K - $1.28K
|
16K
$727K
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-35- 0.07% |
$1.53K - $1.6K
|
52.2K
$2.37M
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-47- 0.92% |
$2.05K - $2.15K
|
5.07K
$231K
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-62- 0.97% |
$2.7K - $2.83K
|
6.35K
$289K
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-81- 0.53% |
$3.53K - $3.7K
|
15.3K
$697K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-86- 0.97% |
$3.75K - $3.93K
|
8.77K
$399K
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-95- 1.13% |
$4.14K - $4.34K
|
8.29K
$377K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-113- 2.08% |
$4.93K - $5.16K
|
5.32K
$242K
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-113- 1.4% |
$4.93K - $5.16K
|
7.95K
$362K
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-130- 0.25% |
$5.67K - $5.93K
|
52.9K
$2.41M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-137- 32.78% |
$5.98K - $6.25K
|
281
$12.8K
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-145- 1.07% |
$6.32K - $6.62K
|
13.4K
$611K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-184- 0.15% |
$8.03K - $8.4K
|
126K
$5.72M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-197- 0.05% |
$8.59K - $8.99K
|
359K
$16.3M
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-207- 1.53% |
$9.03K - $9.45K
|
13.3K
$607K
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-224- 3.17% |
$9.77K - $10.2K
|
6.83K
$311K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-294- 4.75% |
$12.8K - $13.4K
|
5.9K
$268K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-345- 5.61% |
$15K - $15.7K
|
5.8K
$264K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-383- 0.54% |
$16.7K - $17.5K
|
70.4K
$3.21M
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-463- 1.61% |
$20.2K - $21.1K
|
28.3K
$1.29M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-472- 4.24% |
$20.6K - $21.5K
|
10.7K
$486K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-484- 4.43% |
$21.1K - $22.1K
|
10.5K
$476K
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-537- 2.63% |
$23.4K - $24.5K
|
19.9K
$906K
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-595- 2.07% |
$26K - $27.2K
|
28.2K
$1.28M
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-600- 93.02% |
$26.2K - $27.4K
|
45
$2.05K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-621- 90.13% |
$27.1K - $28.3K
|
68
$3.1K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-658- 46.93% |
$28.7K - $30K
|
744
$33.9K
|