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 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-11.1K- 5.21% |
$482K - $505K
|
201K
$9.16M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-11.2K- 9.04% |
$488K - $510K
|
112K
$5.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-11.6K- 42.27% |
$508K - $531K
|
15.9K
$724K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-11.8K- 22.37% |
$514K - $538K
|
40.9K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-12.2K- 8.5% |
$532K - $557K
|
131K
$5.98M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.6K- 14.76% |
$591K - $619K
|
78.3K
$3.56M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.7K- 4.63% |
$599K - $627K
|
283K
$12.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-13.9K- 20.57% |
$604K - $632K
|
53.5K
$2.43M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-14K- 2.72% |
$609K - $637K
|
500K
$22.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-14KClosed |
$612K - $641K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-14.1K- 2.66% |
$616K - $644K
|
517K
$23.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-14.6K- 14.39% |
$636K - $666K
|
86.8K
$3.95M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-15.2K- 17.72% |
$662K - $692K
|
70.4K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-15.3K- 46.93% |
$668K - $699K
|
17.3K
$788K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-15.8K- 33.92% |
$687K - $719K
|
30.7K
$1.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.9K- 20.14% |
$691K - $723K
|
62.9K
$2.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-15.9K- 8.91% |
$692K - $724K
|
162K
$7.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16K- 4.17% |
$698K - $730K
|
368K
$16.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-16K- 55.66% |
$698K - $730K
|
12.7K
$580K
|
|
|
Oct 31, 2023
Q3 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-16K- 13.61% |
$699K - $731K
|
102K
$4.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-16.4K- 4.4% |
$716K - $750K
|
357K
$16.2M
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-16.5K- 3.38% |
$718K - $751K
|
470K
$21.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-16.5K- 38.11% |
$721K - $755K
|
26.8K
$1.22M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.7K- 7.91% |
$730K - $764K
|
195K
$8.86M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-16.9K- 32.65% |
$738K - $772K
|
34.9K
$1.59M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-18K- 1.79% |
$787K - $823K
|
987K
$44.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20K- 8.65% |
$870K - $911K
|
211K
$9.6M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-20.5K- 47.6% |
$894K - $935K
|
22.6K
$1.03M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-20.8K- 4.44% |
$905K - $947K
|
447K
$20.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-21.1K- 2.45% |
$920K - $962K
|
839K
$38.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-21.8K- 8.33% |
$951K - $995K
|
240K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22.1K- 6.63% |
$965K - $1.01M
|
311K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-22.6K- 2.6% |
$985K - $1.03M
|
847K
$38.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-22.9K- 2.97% |
$997K - $1.04M
|
747K
$34M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.2K- 2.22% |
$1.01M - $1.06M
|
1.02M
$46.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-24.2K- 25.37% |
$1.06M - $1.11M
|
71.3K
$3.25M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-25.2K- 36.55% |
$1.1M - $1.15M
|
43.8K
$1.99M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-25.4K- 16.41% |
$1.11M - $1.16M
|
129K
$5.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-25.6K- 52.97% |
$1.12M - $1.17M
|
22.7K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-26.1K- 7.64% |
$1.14M - $1.19M
|
316K
$14.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-26.4K- 14.98% |
$1.15M - $1.21M
|
150K
$6.83M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-30.2K- 6.41% |
$1.32M - $1.38M
|
441K
$20.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-30.5K- 2.61% |
$1.33M - $1.39M
|
1.14M
$51.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
SELL
|
- |
-30.8K- 6.46% |
$1.34M - $1.41M
|
446K
$20.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-32.7K- 36.38% |
$1.43M - $1.49M
|
57.2K
$2.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-33.9K- 7.75% |
$1.48M - $1.55M
|
404K
$18.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-36.6K- 84.29% |
$1.59M - $1.67M
|
6.82K
$310K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-39.3K- 77.83% |
$1.71M - $1.79M
|
11.2K
$509K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-40.6K- 7.4% |
$1.77M - $1.85M
|
508K
$23.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-41.4K- 9.35% |
$1.81M - $1.89M
|
402K
$18.3M
|