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 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-31.2K- 11.39% |
$1.4M - $1.48M
|
243K
$11.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-35.4K- 11.39% |
$1.58M - $1.68M
|
275K
$12.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-35.5K- 15.62% |
$1.59M - $1.68M
|
192K
$8.73M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-37.7K- 12.54% |
$1.69M - $1.79M
|
263K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-38.6K- 58.95% |
$1.73M - $1.83M
|
26.9K
$1.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-38.7K- 4.01% |
$1.73M - $1.83M
|
926K
$42.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-48.8K- 1.86% |
$2.19M - $2.31M
|
2.57M
$117M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-51.8K- 6.53% |
$2.32M - $2.45M
|
741K
$33.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-53K- 2.15% |
$2.38M - $2.51M
|
2.41M
$110M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-53.9K- 41.66% |
$2.42M - $2.56M
|
75.5K
$3.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-57.9K- 80.9% |
$2.59M - $2.74M
|
13.7K
$622K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-60.3K- 17.51% |
$2.7M - $2.86M
|
284K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-60.6K- 85.33% |
$2.72M - $2.87M
|
10.4K
$474K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-76.1K- 14.17% |
$3.41M - $3.61M
|
461K
$21M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-77.3K- 38.8% |
$3.47M - $3.67M
|
122K
$5.55M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-87.6K- 14.84% |
$3.93M - $4.15M
|
503K
$22.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-94.6K- 0.24% |
$4.24M - $4.49M
|
40M
$1.82B
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-95.2K- 70.1% |
$4.27M - $4.51M
|
40.6K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-106K- 31.62% |
$4.75M - $5.03M
|
229K
$10.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-116K- 28.42% |
$5.19M - $5.49M
|
292K
$13.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-137K- 47.85% |
$6.16M - $6.51M
|
150K
$6.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-147K- 65.76% |
$6.61M - $6.99M
|
76.8K
$3.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-161K- 99.97% |
$7.22M - $7.64M
|
46
$2.09K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-185K- 89.53% |
$8.3M - $8.78M
|
21.7K
$986K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-194K- 12.68% |
$8.68M - $9.18M
|
1.33M
$60.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-214K- 23.38% |
$9.6M - $10.2M
|
702K
$32M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-229K- 95.41% |
$10.3M - $10.9M
|
11K
$502K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-278K- 61.74% |
$12.5M - $13.2M
|
172K
$7.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-312K- 48.68% |
$14M - $14.8M
|
329K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-356K- 32.89% |
$16M - $16.9M
|
727K
$33.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.05M- 99.82% |
$47M - $49.7M
|
1.91K
$86.7K
|