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
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.24KNew |
$55.6K - $58.8K
|
1.24K
$56.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
1.2K+ 1.6% |
$53.8K - $56.9K
|
76.1K
$3.47M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.2K+ 0.17% |
$53.7K - $56.8K
|
691K
$31.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.16K+ 25.08% |
$52K - $55K
|
5.78K
$263K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.14K+ 18.59% |
$51.2K - $54.2K
|
7.28K
$332K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.01K+ 9.87% |
$45.1K - $47.7K
|
11.2K
$509K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
977+ 9.0% |
$43.8K - $46.3K
|
11.8K
$538K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
946+ 17.76% |
$42.4K - $44.9K
|
6.27K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
945+ 29.01% |
$42.4K - $44.8K
|
4.2K
$191K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
944+ 17.15% |
$42.3K - $44.8K
|
6.45K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
924+ 35.4% |
$41.4K - $43.8K
|
3.53K
$161K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
915+ 15.62% |
$41K - $43.4K
|
6.77K
$308K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
894+ 1.45% |
$40.1K - $42.4K
|
62.4K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
817+ 10.81% |
$36.6K - $38.7K
|
8.38K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
775+ 12.82% |
$34.7K - $36.8K
|
6.82K
$310K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
735+ 2.48% |
$33K - $34.9K
|
30.3K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
709+ 5.41% |
$31.8K - $33.6K
|
13.8K
$629K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
684New |
$30.7K - $32.4K
|
684
$31.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
679+ 14.71% |
$30.4K - $32.2K
|
5.29K
$241K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
655New |
$29.4K - $31.1K
|
655
$29.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
648New |
$29K - $30.7K
|
648
$29.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
647+ 4.23% |
$29K - $30.7K
|
15.9K
$725K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
627New |
$28.1K - $29.7K
|
627
$28.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
603New |
$27K - $28.6K
|
603
$27.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
588+ 4.95% |
$26.4K - $27.9K
|
12.5K
$567K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
577New |
$25.9K - $27.4K
|
577
$26.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
531New |
$23.8K - $25.2K
|
531
$24.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
527New |
$23.6K - $25K
|
527
$24K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
489New |
$21.9K - $23.2K
|
489
$22.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
473+ 0.77% |
$21.2K - $22.4K
|
61.6K
$2.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
465+ 4.51% |
$20.8K - $22.1K
|
10.8K
$490K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
463New |
$20.8K - $22K
|
463
$21.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
452+ 2.2% |
$20.3K - $21.4K
|
21K
$955K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
431+ 7.47% |
$19.3K - $20.4K
|
6.2K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
409+ 4.78% |
$18.3K - $19.4K
|
8.97K
$408K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
400+ 1.26% |
$17.9K - $19K
|
32.2K
$1.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
286+ 34.38% |
$12.8K - $13.6K
|
1.12K
$50.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
281+ 4.71% |
$12.6K - $13.3K
|
6.25K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
280+ 5.54% |
$12.6K - $13.3K
|
5.33K
$243K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
267+ 30.2% |
$12K - $12.7K
|
1.15K
$52.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
266+ 8.36% |
$11.9K - $12.6K
|
3.45K
$157K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
238+ 3.27% |
$10.7K - $11.3K
|
7.52K
$342K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
227+ 4.26% |
$10.2K - $10.8K
|
5.56K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
219+ 18.22% |
$9.82K - $10.4K
|
1.42K
$64.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
213+ 1.05% |
$9.55K - $10.1K
|
20.4K
$930K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
206+ 4.72% |
$9.23K - $9.77K
|
4.58K
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
205New |
$9.19K - $9.72K
|
205
$9.33K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
203+ 11.9% |
$9.1K - $9.63K
|
1.91K
$86.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
195+ 0.68% |
$8.74K - $9.25K
|
28.9K
$1.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
173+ 2.61% |
$7.76K - $8.2K
|
6.81K
$310K
|