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 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
60.2K+ 14.81% |
$2.7M - $2.85M
|
466K
$21.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
60K+ 30.93% |
$2.69M - $2.84M
|
254K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
59KNew |
$2.65M - $2.8M
|
59K
$2.69M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
56.2K+ 19.46% |
$2.52M - $2.66M
|
345K
$15.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
55.3K+ 294.73% |
$2.48M - $2.62M
|
74.1K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
53.5K+ 99.14% |
$2.4M - $2.54M
|
108K
$4.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
52.4KNew |
$2.35M - $2.48M
|
52.4K
$2.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
52.3KNew |
$2.34M - $2.48M
|
52.3K
$2.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
51.3K+ 31.67% |
$2.3M - $2.43M
|
213K
$9.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
50.4KNew |
$2.26M - $2.39M
|
50.4K
$2.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
48.7K+ 49.0% |
$2.18M - $2.31M
|
148K
$6.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
48.2K+ 949.89% |
$2.16M - $2.29M
|
53.3K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
47.8K+ 11.64% |
$2.14M - $2.27M
|
458K
$20.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
47.7K+ 25.78% |
$2.14M - $2.26M
|
233K
$10.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
47.1K+ 37.14% |
$2.11M - $2.24M
|
174K
$7.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
46.9K+ 26.05% |
$2.1M - $2.22M
|
227K
$10.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
46.7K+ 27.46% |
$2.09M - $2.21M
|
217K
$9.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
46.7K+ 29.91% |
$2.09M - $2.21M
|
203K
$9.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
46.6K+ 12.83% |
$2.09M - $2.21M
|
410K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
46.2K+ 4.61% |
$2.07M - $2.19M
|
1.05M
$47.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
44.9K+ 24.12% |
$2.01M - $2.13M
|
231K
$10.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
44.2K+ 17.56% |
$1.98M - $2.09M
|
296K
$13.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
43.2K+ 6.03% |
$1.94M - $2.05M
|
760K
$34.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
42.9K+ 190.18% |
$1.93M - $2.04M
|
65.5K
$2.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
41.6K+ 14.53% |
$1.86M - $1.97M
|
328K
$14.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
39.9K+ 147.68% |
$1.79M - $1.89M
|
66.9K
$3.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
39K+ 6.04% |
$1.75M - $1.85M
|
685K
$31.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
38.9K+ 18.09% |
$1.74M - $1.85M
|
254K
$11.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38.5K+ 39.03% |
$1.73M - $1.83M
|
137K
$6.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
36.7K+ 34.77% |
$1.64M - $1.74M
|
142K
$6.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
36.6K+ 6.1% |
$1.64M - $1.74M
|
637K
$29M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
36.6K+ 27.42% |
$1.64M - $1.73M
|
170K
$7.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
35.8K+ 590.68% |
$1.61M - $1.7M
|
41.9K
$1.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
33.8K+ 10.0% |
$1.52M - $1.6M
|
372K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
33.6KNew |
$1.51M - $1.59M
|
33.6K
$1.53M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
32.9K+ 10.6% |
$1.47M - $1.56M
|
343K
$15.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
32.2KNew |
$1.44M - $1.53M
|
32.2K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
31.6K+ 44.83% |
$1.42M - $1.5M
|
102K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30.1K+ 42.41% |
$1.35M - $1.43M
|
101K
$4.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30K+ 35.19% |
$1.34M - $1.42M
|
115K
$5.24M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
28.5K+ 38.52% |
$1.28M - $1.35M
|
103K
$4.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27.5K+ 18.1% |
$1.23M - $1.3M
|
179K
$8.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
27.4K+ 14.16% |
$1.23M - $1.3M
|
221K
$10M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
27K+ 25.2% |
$1.21M - $1.28M
|
134K
$6.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
26K+ 21.73% |
$1.17M - $1.23M
|
146K
$6.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.4K+ 22.1% |
$1.14M - $1.2M
|
140K
$6.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24.9K+ 95.63% |
$1.11M - $1.18M
|
50.8K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
24.4K+ 36.07% |
$1.09M - $1.16M
|
92K
$4.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
23.9K+ 56.39% |
$1.07M - $1.13M
|
66.2K
$3.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
23.8K+ 44.02% |
$1.07M - $1.13M
|
77.8K
$3.54M
|