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 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.27K+ 10.85% |
$147K - $155K
|
33.4K
$1.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.24K+ 3.7% |
$145K - $154K
|
90.9K
$4.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.21K+ 8.22% |
$144K - $152K
|
42.2K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.15K+ 5.12% |
$141K - $149K
|
64.7K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
3.12K+ 1.72% |
$140K - $148K
|
185K
$8.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
3.08K+ 3.9% |
$138K - $146K
|
82.2K
$3.74M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.07K+ 16.47% |
$138K - $146K
|
21.7K
$990K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.05K+ 24.02% |
$137K - $145K
|
15.8K
$717K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3.03K+ 20.3% |
$136K - $143K
|
17.9K
$816K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
2.92K+ 8.58% |
$131K - $138K
|
36.9K
$1.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.75K+ 28.12% |
$123K - $130K
|
12.5K
$570K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.73K+ 14.64% |
$122K - $129K
|
21.4K
$973K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.69K+ 28.56% |
$121K - $128K
|
12.1K
$552K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.68K+ 39.06% |
$120K - $127K
|
9.55K
$435K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.55K+ 7.36% |
$114K - $121K
|
37.2K
$1.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.49K+ 32.3% |
$112K - $118K
|
10.2K
$465K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.47K+ 3742.42% |
$111K - $117K
|
2.54K
$115K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
2.44K+ 2.12% |
$109K - $116K
|
118K
$5.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
2.36K+ 2.46% |
$106K - $112K
|
98.4K
$4.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.36K+ 237.98% |
$106K - $112K
|
3.35K
$152K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.34K+ 18.42% |
$105K - $111K
|
15.1K
$686K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.32K+ 24.68% |
$104K - $110K
|
11.7K
$533K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.16K+ 8.86% |
$96.8K - $102K
|
26.5K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.14K+ 22.86% |
$95.7K - $101K
|
11.5K
$522K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.09K+ 6.41% |
$93.5K - $98.9K
|
34.6K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.05K+ 7.6% |
$92.1K - $97.4K
|
29.1K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.02K+ 1.25% |
$90.3K - $95.6K
|
163K
$7.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.99K+ 34.39% |
$89.2K - $94.4K
|
7.78K
$354K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.96K+ 25.12% |
$87.7K - $92.8K
|
9.74K
$444K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.95KNew |
$87.3K - $92.3K
|
1.95K
$88.6K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.91K+ 21.99% |
$85.5K - $90.4K
|
10.6K
$482K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.83KNew |
$81.9K - $86.6K
|
1.83K
$83.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.8K+ 3.45% |
$80.7K - $85.4K
|
53.9K
$2.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.8K+ 13.34% |
$80.5K - $85.1K
|
15.2K
$694K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.77K+ 4.95% |
$79.2K - $83.8K
|
37.5K
$1.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.77K+ 4.0% |
$79.1K - $83.7K
|
45.9K
$2.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.74K+ 30.74% |
$77.9K - $82.4K
|
7.39K
$336K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$77.3K - $81.8K
|
1.72K
$78.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.7K+ 1.02% |
$76.4K - $80.8K
|
169K
$7.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.69K+ 1.25% |
$75.8K - $80.1K
|
136K
$6.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.67K+ 447.72% |
$74.9K - $79.2K
|
2.04K
$93K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.66K+ 7.86% |
$74.5K - $78.8K
|
22.8K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.57K+ 9.64% |
$70.2K - $74.3K
|
17.8K
$812K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.49K+ 18.39% |
$66.6K - $70.4K
|
9.56K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.47K+ 5.34% |
$65.9K - $69.7K
|
29K
$1.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.42K+ 10.36% |
$63.7K - $67.3K
|
15.1K
$689K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.41K+ 2.95% |
$63.2K - $66.9K
|
49.1K
$2.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.35K+ 2.03% |
$60.3K - $63.8K
|
67.7K
$3.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.29K+ 0.11% |
$57.6K - $60.9K
|
1.21M
$55M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 13.88% |
$57.1K - $60.4K
|
10.4K
$476K
|