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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-193- 6.04% |
$8.65K - $9.15K
|
3K
$137K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-212- 10.42% |
$9.5K - $10.1K
|
1.82K
$83K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-223- 3.56% |
$10K - $10.6K
|
6.05K
$275K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-241- 1.36% |
$10.8K - $11.4K
|
17.5K
$799K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-269- 0.32% |
$12.1K - $12.8K
|
82.8K
$3.77M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-270- 3.04% |
$12.1K - $12.8K
|
8.6K
$391K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-340- 1.23% |
$15.2K - $16.1K
|
27.3K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-344- 5.88% |
$15.4K - $16.3K
|
5.51K
$251K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-370- 1.24% |
$16.6K - $17.5K
|
29.6K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-410- 8.22% |
$18.4K - $19.4K
|
4.58K
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-427- 6.33% |
$19.1K - $20.2K
|
6.32K
$288K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-531- 44.18% |
$23.8K - $25.2K
|
671
$30.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-559- 99.82% |
$25.1K - $26.5K
|
1
$45.5
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-564- 1.94% |
$25.3K - $26.7K
|
28.5K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-596- 1.6% |
$26.7K - $28.3K
|
36.7K
$1.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-604- 0.26% |
$27.1K - $28.6K
|
228K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-644- 11.79% |
$28.9K - $30.5K
|
4.82K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-650- 4.06% |
$29.1K - $30.8K
|
15.4K
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-753- 3.43% |
$33.8K - $35.7K
|
21.2K
$966K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-768- 10.04% |
$34.4K - $36.4K
|
6.88K
$313K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-772- 2.99% |
$34.6K - $36.6K
|
25.1K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-797- 2.74% |
$35.7K - $37.8K
|
28.2K
$1.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-849- 4.76% |
$38.1K - $40.3K
|
17K
$773K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-853- 7.53% |
$38.2K - $40.4K
|
10.5K
$477K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-862- 4.86% |
$38.6K - $40.9K
|
16.9K
$768K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-886- 16.59% |
$39.7K - $42K
|
4.45K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-911- 4.23% |
$40.8K - $43.2K
|
20.6K
$940K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-919- 5.1% |
$41.2K - $43.6K
|
17.1K
$778K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-934- 3.58% |
$41.9K - $44.3K
|
25.2K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-973- 3.45% |
$43.6K - $46.1K
|
27.2K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1K- 11.37% |
$44.8K - $47.4K
|
7.8K
$355K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.04K- 4.49% |
$46.7K - $49.4K
|
22.1K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.13K- 6.59% |
$50.4K - $53.3K
|
15.9K
$726K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.15K- 5.05% |
$51.5K - $54.4K
|
21.6K
$983K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.33K- 3.32% |
$59.8K - $63.2K
|
38.8K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.58K- 11.71% |
$71K - $75.1K
|
11.9K
$544K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.65K- 7.01% |
$74K - $78.2K
|
21.9K
$997K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.67K- 14.18% |
$75K - $79.3K
|
10.1K
$461K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 16.32% |
$86K - $91K
|
9.84K
$448K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.99K- 3.65% |
$89.3K - $94.5K
|
52.6K
$2.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-2.06K- 5.51% |
$92.2K - $97.5K
|
35.3K
$1.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-2.18K- 0.81% |
$97.5K - $103K
|
268K
$12.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.26K- 1.86% |
$101K - $107K
|
120K
$5.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.27K- 16.06% |
$102K - $107K
|
11.8K
$539K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.31K- 5.59% |
$103K - $109K
|
39K
$1.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.33K- 15.73% |
$104K - $110K
|
12.5K
$567K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-2.38K- 4.63% |
$107K - $113K
|
48.9K
$2.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.4K- 22.07% |
$108K - $114K
|
8.48K
$386K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.52K- 4.62% |
$113K - $119K
|
51.9K
$2.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-2.54K- 15.98% |
$114K - $121K
|
13.4K
$609K
|