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 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.4KNew |
$557K - $589K
|
12.4K
$566K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
11.9K+ 3.83% |
$533K - $564K
|
323K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
11.8KNew |
$528K - $558K
|
11.8K
$536K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.7K+ 55.25% |
$527K - $557K
|
33K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
11.4K+ 21.0% |
$510K - $540K
|
65.6K
$2.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6K+ 12.16% |
$474K - $502K
|
97.5K
$4.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.6K+ 2.42% |
$473K - $501K
|
446K
$20.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10.5K+ 100.77% |
$472K - $500K
|
21K
$956K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10.5K+ 121.02% |
$471K - $498K
|
19.2K
$873K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
10.5K+ 10.0% |
$471K - $498K
|
116K
$5.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.4K+ 18.82% |
$467K - $494K
|
65.8K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.3K+ 14.64% |
$461K - $488K
|
80.6K
$3.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
10.2K+ 43.44% |
$459K - $485K
|
33.8K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
10.2K+ 20.05% |
$457K - $483K
|
61K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10.2K+ 26.44% |
$456K - $482K
|
48.6K
$2.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.81K+ 9.64% |
$440K - $465K
|
112K
$5.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
9.76K+ 4.27% |
$438K - $463K
|
238K
$10.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
9.66K+ 5.2% |
$433K - $458K
|
195K
$8.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
9.64KNew |
$432K - $457K
|
9.64K
$439K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
9.55K+ 81.09% |
$428K - $453K
|
21.3K
$971K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.38K+ 17.18% |
$420K - $445K
|
63.9K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.2K+ 111.04% |
$413K - $436K
|
17.5K
$796K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
9.18KNew |
$411K - $435K
|
9.18K
$418K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.17K+ 14.94% |
$411K - $435K
|
70.5K
$3.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.97K+ 185.69% |
$402K - $425K
|
13.8K
$628K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
8.85K+ 59.74% |
$397K - $420K
|
23.7K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
8.79K+ 6.09% |
$394K - $417K
|
153K
$6.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
8.61K+ 6.72% |
$386K - $408K
|
137K
$6.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.5K+ 9.52% |
$381K - $403K
|
97.7K
$4.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.49KNew |
$381K - $403K
|
8.49K
$386K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
8.49K+ 57.36% |
$380K - $402K
|
23.3K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.49K+ 18.42% |
$380K - $402K
|
54.6K
$2.48M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8.46K+ 1.57% |
$379K - $401K
|
548K
$25M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8.31K+ 33.77% |
$372K - $394K
|
32.9K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
8.25KNew |
$370K - $391K
|
8.25K
$375K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8.22KNew |
$368K - $390K
|
8.22K
$374K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.15K+ 38.15% |
$365K - $386K
|
29.5K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.09K+ 119.66% |
$363K - $384K
|
14.9K
$676K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.9K+ 7.27% |
$354K - $375K
|
117K
$5.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.54K+ 9.24% |
$338K - $358K
|
89.2K
$4.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
7.28K+ 5.11% |
$327K - $345K
|
150K
$6.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.26K+ 34.99% |
$325K - $344K
|
28K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6.93K+ 9.81% |
$311K - $329K
|
77.6K
$3.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
6.93K+ 2.71% |
$310K - $328K
|
262K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
6.66K+ 2.86% |
$298K - $316K
|
239K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6.57K+ 58.51% |
$295K - $312K
|
17.8K
$810K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.57KNew |
$295K - $312K
|
6.57K
$299K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5.93K+ 36.52% |
$266K - $281K
|
22.2K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5.83K+ 9.78% |
$261K - $276K
|
65.4K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5.81KNew |
$261K - $276K
|
5.81K
$265K
|