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 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-664- 4.55% |
$29K - $30.3K
|
13.9K
$634K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-686- 7.99% |
$29.9K - $31.3K
|
7.9K
$360K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-729- 7.42% |
$31.8K - $33.3K
|
9.1K
$414K
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-732- 3.4% |
$31.9K - $33.4K
|
20.8K
$947K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-753- 13.77% |
$32.8K - $34.4K
|
4.72K
$215K
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-791- 8.38% |
$34.5K - $36.1K
|
8.65K
$394K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-819- 9.99% |
$35.7K - $37.4K
|
7.38K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-831- 2.73% |
$36.2K - $37.9K
|
29.6K
$1.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-850- 0.73% |
$37.1K - $38.8K
|
115K
$5.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-860- 0.78% |
$37.5K - $39.3K
|
110K
$4.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-881- 0.6% |
$38.4K - $40.2K
|
145K
$6.62M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-896- 3.71% |
$39.1K - $40.9K
|
23.3K
$1.06M
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
SELL
|
- |
-923- 1.07% |
$40.3K - $42.1K
|
85.2K
$3.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-930- 5.29% |
$40.6K - $42.4K
|
16.7K
$758K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-958- 2.06% |
$41.8K - $43.7K
|
45.5K
$2.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-975- 4.12% |
$42.5K - $44.5K
|
22.7K
$1.03M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1K- 1.63% |
$43.8K - $45.8K
|
60.5K
$2.75M
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.02K- 3.54% |
$44.7K - $46.7K
|
27.9K
$1.27M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.03K- 2.54% |
$44.9K - $47K
|
39.5K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.09K- 18.03% |
$47.5K - $49.7K
|
4.95K
$225K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.13K- 41.75% |
$49.3K - $51.6K
|
1.58K
$71.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 5.04% |
$50.9K - $53.3K
|
22K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.21K- 12.16% |
$52.8K - $55.3K
|
8.75K
$398K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-1.22K- 10.18% |
$53.3K - $55.8K
|
10.8K
$491K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.26K- 2.72% |
$54.7K - $57.3K
|
44.8K
$2.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.26K- 1.98% |
$55.1K - $57.7K
|
62.6K
$2.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.38K- 22.96% |
$60.2K - $63K
|
4.63K
$211K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.41K- 2.6% |
$61.3K - $64.2K
|
52.6K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.42K- 20.13% |
$62.1K - $64.9K
|
5.65K
$257K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.44K- 9.22% |
$62.8K - $65.7K
|
14.2K
$646K
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.46K- 21.84% |
$63.5K - $66.4K
|
5.21K
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.7K- 51.9% |
$74.3K - $77.7K
|
1.58K
$71.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-1.71K- 20.49% |
$74.7K - $78.1K
|
6.64K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.76K- 11.79% |
$76.9K - $80.5K
|
13.2K
$600K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.77K- 25.72% |
$77.2K - $80.8K
|
5.11K
$233K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.83K- 9.02% |
$79.7K - $83.3K
|
18.4K
$839K
|
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.86K- 9.45% |
$81.2K - $85K
|
17.8K
$812K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.87K- 17.22% |
$81.4K - $85.2K
|
8.97K
$408K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.89K- 13.42% |
$82.2K - $86K
|
12.2K
$554K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.94K- 18.5% |
$84.5K - $88.5K
|
8.54K
$389K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.1K- 48.58% |
$91.6K - $95.8K
|
2.22K
$101K
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.14K- 23.75% |
$93.3K - $97.7K
|
6.87K
$313K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.17K- 30.62% |
$94.6K - $99K
|
4.92K
$224K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-2.19K- 21.56% |
$95.6K - $100K
|
7.97K
$363K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.21K- 5.41% |
$96.4K - $101K
|
38.6K
$1.76M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-2.25K- 16.61% |
$98.3K - $103K
|
11.3K
$515K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.29K- 6.75% |
$100K - $105K
|
31.7K
$1.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.41K- 26.73% |
$105K - $110K
|
6.61K
$301K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.45K- 2.06% |
$107K - $112K
|
116K
$5.3M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.67K- 79.07% |
$117K - $122K
|
707
$32.2K
|