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 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.71K+ 7.65% |
$256K - $271K
|
80.3K
$3.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.63K+ 38.74% |
$252K - $267K
|
20.2K
$918K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
5.61K+ 28.11% |
$252K - $266K
|
25.6K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
5.51K+ 21.24% |
$247K - $261K
|
31.5K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5.5K+ 21.68% |
$247K - $261K
|
30.9K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.35K+ 25.38% |
$240K - $254K
|
26.4K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.3KNew |
$238K - $251K
|
5.3K
$241K
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
5.27K+ 7.89% |
$236K - $250K
|
72.1K
$3.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
5.26K+ 34.85% |
$236K - $249K
|
20.3K
$926K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.25KNew |
$235K - $249K
|
5.25K
$239K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5.22K+ 4.59% |
$234K - $248K
|
119K
$5.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5.22K+ 15.26% |
$234K - $247K
|
39.4K
$1.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
5.21KNew |
$234K - $247K
|
5.21K
$237K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
5.18K+ 26.6% |
$232K - $246K
|
24.7K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.13K+ 19.35% |
$230K - $243K
|
31.7K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.04K+ 18.44% |
$226K - $239K
|
32.4K
$1.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.97K+ 98.47% |
$223K - $236K
|
10K
$456K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
4.91K+ 14.56% |
$220K - $233K
|
38.6K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.88K+ 17.98% |
$219K - $232K
|
32K
$1.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.87KNew |
$219K - $231K
|
4.87K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
4.87K+ 3.24% |
$218K - $231K
|
155K
$7.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.82KNew |
$216K - $228K
|
4.82K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.79K+ 70.9% |
$215K - $227K
|
11.5K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.77KNew |
$214K - $226K
|
4.77K
$217K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.69KNew |
$210K - $222K
|
4.69K
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.63KNew |
$208K - $220K
|
4.63K
$211K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.6K+ 0.56% |
$206K - $218K
|
826K
$37.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.6K+ 9.83% |
$206K - $218K
|
51.4K
$2.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.59K+ 23.47% |
$206K - $218K
|
24.1K
$1.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.56K+ 59.33% |
$204K - $216K
|
12.2K
$557K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.54K+ 12.88% |
$204K - $215K
|
39.8K
$1.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.49K+ 1.37% |
$201K - $213K
|
333K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.43KNew |
$198K - $210K
|
4.43K
$201K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.34KNew |
$195K - $206K
|
4.34K
$198K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.3K+ 44.7% |
$193K - $204K
|
13.9K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.06K+ 25.9% |
$182K - $192K
|
19.7K
$897K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.04K+ 7.97% |
$181K - $191K
|
54.7K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4.02KNew |
$180K - $191K
|
4.02K
$183K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
4.02K+ 18.12% |
$180K - $191K
|
26.2K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.99K+ 23.47% |
$179K - $189K
|
21K
$955K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.91K+ 6.69% |
$175K - $185K
|
62.3K
$2.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.83K+ 22.35% |
$172K - $182K
|
21K
$954K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
3.69KNew |
$165K - $175K
|
3.69K
$168K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.68K+ 4.24% |
$165K - $175K
|
90.5K
$4.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3.63KNew |
$163K - $172K
|
3.63K
$165K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
3.58K+ 34.09% |
$160K - $170K
|
14.1K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.52K+ 37.22% |
$158K - $167K
|
13K
$591K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.48K+ 12.01% |
$156K - $165K
|
32.4K
$1.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
3.43K+ 4.37% |
$154K - $163K
|
81.8K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.3K+ 36.03% |
$148K - $157K
|
12.5K
$568K
|