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 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
220K+ 14.87% |
$9.87M - $10.4M
|
1.7M
$77.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
216K+ 17.21% |
$9.67M - $10.2M
|
1.47M
$66.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
212K+ 15.71% |
$9.51M - $10.1M
|
1.56M
$71.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
211K+ 24.27% |
$9.47M - $10M
|
1.08M
$49.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
208K+ 8.29% |
$9.35M - $9.89M
|
2.72M
$124M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
206K+ 22.5% |
$9.22M - $9.75M
|
1.12M
$51M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
196K+ 15.85% |
$8.8M - $9.31M
|
1.43M
$65.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
189K+ 18.51% |
$8.45M - $8.94M
|
1.21M
$54.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
179K+ 81.45% |
$8.03M - $8.5M
|
399K
$18.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
172K+ 58.07% |
$7.71M - $8.15M
|
468K
$21.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
162K+ 16.03% |
$7.28M - $7.7M
|
1.18M
$53.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
155K+ 31.93% |
$6.94M - $7.34M
|
639K
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
153K+ 138.7% |
$6.86M - $7.26M
|
264K
$12M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
150K+ 23.12% |
$6.7M - $7.09M
|
796K
$36.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
146K+ 23.26% |
$6.54M - $6.91M
|
772K
$35.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
132K+ 2816.16% |
$5.93M - $6.27M
|
137K
$6.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
125K+ 13.89% |
$5.61M - $5.93M
|
1.03M
$46.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
114K+ 69.36% |
$5.09M - $5.39M
|
277K
$12.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
108K+ 17.18% |
$4.85M - $5.13M
|
738K
$33.6M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
108K+ 20.43% |
$4.85M - $5.13M
|
637K
$29M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
108K+ 30.6% |
$4.83M - $5.1M
|
459K
$20.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
107K+ 20.0% |
$4.78M - $5.06M
|
640K
$29.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
105K+ 17.9% |
$4.71M - $4.98M
|
692K
$31.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
105K+ 620.82% |
$4.7M - $4.97M
|
122K
$5.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
105K+ 18.73% |
$4.7M - $4.97M
|
664K
$30.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
104K+ 39.93% |
$4.65M - $4.92M
|
364K
$16.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
99.9KNew |
$4.48M - $4.74M
|
99.9K
$4.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
99.7KNew |
$4.47M - $4.73M
|
99.7K
$4.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
95.7K+ 4.02% |
$4.29M - $4.54M
|
2.47M
$113M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
88.9K+ 19.11% |
$3.99M - $4.22M
|
554K
$25.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
85.7K+ 15.36% |
$3.84M - $4.06M
|
643K
$29.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
79.3K+ 19.54% |
$3.56M - $3.76M
|
485K
$22.1M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
79K+ 21.57% |
$3.54M - $3.75M
|
445K
$20.3M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
78.9K+ 32.55% |
$3.54M - $3.74M
|
321K
$14.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
78.1K+ 318.73% |
$3.5M - $3.7M
|
103K
$4.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
77.5K+ 14.9% |
$3.48M - $3.68M
|
598K
$27.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
75.1K+ 17.35% |
$3.37M - $3.56M
|
508K
$23.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
74.6KNew |
$3.34M - $3.54M
|
74.6K
$3.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
73.7KNew |
$3.3M - $3.5M
|
73.7K
$3.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
73.6K+ 28.15% |
$3.3M - $3.49M
|
335K
$15.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
73K+ 14.07% |
$3.27M - $3.46M
|
592K
$26.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
71.6K+ 16.6% |
$3.21M - $3.39M
|
503K
$22.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
70.6K+ 35.22% |
$3.16M - $3.35M
|
271K
$12.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
69.1K+ 55.64% |
$3.1M - $3.28M
|
193K
$8.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
67.7K+ 10.58% |
$3.04M - $3.21M
|
708K
$32.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
66.8K+ 7.2% |
$2.99M - $3.17M
|
994K
$45.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
65.5KNew |
$2.94M - $3.11M
|
65.5K
$2.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
62.9K+ 5.77% |
$2.82M - $2.98M
|
1.15M
$52.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
62.4K+ 7.47% |
$2.8M - $2.96M
|
899K
$40.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
60.6K+ 41.16% |
$2.72M - $2.88M
|
208K
$9.47M
|