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 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.76K- 11.03% |
$120K - $126K
|
22.2K
$1.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.8K- 30.64% |
$122K - $128K
|
6.34K
$289K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.83K- 6.29% |
$124K - $129K
|
42.2K
$1.92M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.97K- 6.87% |
$129K - $135K
|
40.2K
$1.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.97K- 1.45% |
$130K - $136K
|
202K
$9.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.06K- 23.24% |
$133K - $139K
|
10.1K
$459K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.06K- 64.94% |
$134K - $140K
|
1.65K
$75.2K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.39K- 11.49% |
$148K - $155K
|
26.1K
$1.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-3.53K- 10.46% |
$154K - $161K
|
30.2K
$1.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.59K- 5.21% |
$157K - $164K
|
65.3K
$2.97M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.65K- 10.43% |
$159K - $167K
|
31.3K
$1.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.66K- 12.93% |
$160K - $167K
|
24.6K
$1.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.83K- 13.15% |
$167K - $175K
|
25.3K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.95K- 0.55% |
$172K - $180K
|
715K
$32.5M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.99K- 28.99% |
$174K - $182K
|
9.77K
$445K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-4K- 2.94% |
$174K - $182K
|
132K
$6.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-4.21K- 19.17% |
$184K - $192K
|
17.7K
$807K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-4.26K- 14.7% |
$186K - $194K
|
24.7K
$1.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-4.43K- 7.21% |
$193K - $202K
|
57K
$2.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.51K- 17.38% |
$197K - $206K
|
21.5K
$977K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.64K- 3.33% |
$202K - $212K
|
134K
$6.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-4.73K- 9.12% |
$206K - $216K
|
47.1K
$2.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.76K- 15.6% |
$208K - $217K
|
25.8K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.9K- 9.97% |
$214K - $224K
|
44.2K
$2.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.04K- 2.16% |
$220K - $230K
|
229K
$10.4M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-5.42K- 3.2% |
$236K - $247K
|
164K
$7.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.52K- 44.47% |
$241K - $252K
|
6.89K
$314K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-5.52K- 41.07% |
$241K - $252K
|
7.93K
$361K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-5.6K- 5.62% |
$244K - $256K
|
94K
$4.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-5.93K- 3.6% |
$259K - $271K
|
159K
$7.22M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-6KClosed |
$262K - $274K
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-6.05K- 23.53% |
$264K - $276K
|
19.7K
$895K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.45K- 9.24% |
$281K - $294K
|
63.4K
$2.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-6.46K- 23.05% |
$282K - $295K
|
21.6K
$982K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6.66K- 7.32% |
$290K - $304K
|
84.3K
$3.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7.24K- 51.37% |
$316K - $330K
|
6.86K
$312K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-7.55K- 35.91% |
$329K - $345K
|
13.5K
$614K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-7.95K- 8.49% |
$347K - $363K
|
85.6K
$3.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-8K- 39.6% |
$349K - $365K
|
12.2K
$556K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-8.24K- 6.22% |
$359K - $376K
|
124K
$5.65M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.38K- 51.96% |
$365K - $382K
|
7.74K
$353K
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-8.69K- 5.53% |
$379K - $396K
|
148K
$6.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8.9K- 16.07% |
$388K - $406K
|
46.5K
$2.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-9.16K- 21.42% |
$400K - $418K
|
33.6K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.18K- 13.16% |
$400K - $419K
|
60.6K
$2.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-9.35K- 53.35% |
$408K - $427K
|
8.17K
$372K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.1K- 0.24% |
$440K - $460K
|
4.24M
$193M
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
SELL
|
- |
-10.3K- 2.45% |
$448K - $469K
|
409K
$18.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.9K- 56.27% |
$476K - $498K
|
8.48K
$386K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-11K- 11.17% |
$481K - $503K
|
87.6K
$3.99M
|