Purchases and Sales Made in Q3 2024 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 2024. 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 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.7M+ 21.1% |
$1.24B - $1.31B
|
159M
$7.24B
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.63M+ 20.28% |
$297M - $315M
|
39.3M
$1.79B
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.08M+ 20.72% |
$183M - $193M
|
23.8M
$1.08B
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.48M+ 19.52% |
$156M - $165M
|
21.3M
$971M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.34M+ 355.97% |
$150M - $159M
|
4.28M
$195M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.65M+ 14.68% |
$119M - $126M
|
20.7M
$943M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.52M+ 13.22% |
$113M - $120M
|
21.6M
$984M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.96M+ 3.77% |
$87.8M - $92.8M
|
53.9M
$2.46B
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.89M+ 17.82% |
$84.7M - $89.6M
|
12.5M
$569M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.81M+ 20.18% |
$81.1M - $85.8M
|
10.8M
$490M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.77M+ 62.28% |
$79.5M - $84.1M
|
4.62M
$210M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.54M+ 22.19% |
$68.8M - $72.8M
|
8.45M
$385M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.48M+ 18.09% |
$66.5M - $70.4M
|
9.69M
$441M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.39M+ 2947338.25% |
$62.1M - $65.7M
|
1.39M
$63.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.38M+ 19.34% |
$62M - $65.6M
|
8.54M
$389M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.28M+ 67402.52% |
$57.6M - $60.9M
|
1.29M
$58.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.27M+ 107.86% |
$56.7M - $60M
|
2.44M
$111M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
954K+ 44.97% |
$42.8M - $45.2M
|
3.07M
$140M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
899K+ 12.23% |
$40.3M - $42.6M
|
8.25M
$376M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
869K+ 4.43% |
$39M - $41.2M
|
20.5M
$933M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
793K+ 91.2% |
$35.6M - $37.6M
|
1.66M
$75.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
644K+ 23.92% |
$28.9M - $30.6M
|
3.34M
$152M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
606KNew |
$27.2M - $28.7M
|
606K
$27.6M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
589K+ 11.21% |
$26.4M - $27.9M
|
5.85M
$266M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
564K+ 21.68% |
$25.3M - $26.7M
|
3.16M
$144M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
547K+ 23.35% |
$24.5M - $26M
|
2.89M
$132M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
536K+ 5.53% |
$24M - $25.4M
|
10.2M
$465M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
524K+ 18.37% |
$23.5M - $24.8M
|
3.37M
$154M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
518KNew |
$23.2M - $24.5M
|
518K
$23.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
498K+ 14.52% |
$22.3M - $23.6M
|
3.93M
$179M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
491K+ 55.76% |
$22M - $23.3M
|
1.37M
$62.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
429K+ 39.18% |
$19.3M - $20.4M
|
1.53M
$69.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
426K+ 19.41% |
$19.1M - $20.2M
|
2.62M
$119M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
414K+ 19.46% |
$18.6M - $19.6M
|
2.54M
$116M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
387K+ 10.79% |
$17.3M - $18.3M
|
3.97M
$181M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
377KNew |
$16.9M - $17.9M
|
377K
$17.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
363K+ 75.0% |
$16.3M - $17.2M
|
848K
$38.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
350K+ 2963.75% |
$15.7M - $16.6M
|
362K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
312K+ 25.74% |
$14M - $14.8M
|
1.52M
$69.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
311K+ 15.6% |
$13.9M - $14.7M
|
2.3M
$105M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
305K+ 17.56% |
$13.7M - $14.4M
|
2.04M
$92.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
292K+ 344.3% |
$13.1M - $13.8M
|
377K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
278K+ 414.6% |
$12.4M - $13.2M
|
345K
$15.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
272K+ 39.2% |
$12.2M - $12.9M
|
966K
$44M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
258K+ 336.34% |
$11.6M - $12.2M
|
335K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
254K+ 49.4% |
$11.4M - $12M
|
768K
$35M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
243K+ 33.9% |
$10.9M - $11.5M
|
958K
$43.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
234K+ 27077.69% |
$10.5M - $11.1M
|
235K
$10.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
232K+ 97.24% |
$10.4M - $11M
|
471K
$21.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
224K+ 6.03% |
$10M - $10.6M
|
3.94M
$179M
|