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 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
167+ 2.09% |
$7.49K - $7.92K
|
8.15K
$371K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
163+ 0.17% |
$7.31K - $7.73K
|
93.7K
$4.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
147New |
$6.59K - $6.97K
|
147
$6.69K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
138+ 0.33% |
$6.19K - $6.54K
|
42.2K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
123+ 1.93% |
$5.51K - $5.83K
|
6.5K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
122New |
$5.47K - $5.79K
|
122
$5.55K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
117+ 6.96% |
$5.25K - $5.55K
|
1.8K
$81.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
110+ 6.56% |
$4.93K - $5.22K
|
1.79K
$81.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
110+ 13.8% |
$4.93K - $5.22K
|
907
$41.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
107+ 8.84% |
$4.8K - $5.07K
|
1.32K
$59.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
107+ 2.94% |
$4.8K - $5.07K
|
3.75K
$171K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
81+ 0.79% |
$3.63K - $3.84K
|
10.4K
$471K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
79New |
$3.54K - $3.75K
|
79
$3.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
76+ 1.16% |
$3.41K - $3.6K
|
6.62K
$301K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
61+ 0.27% |
$2.73K - $2.89K
|
23K
$1.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
59+ 0.13% |
$2.64K - $2.8K
|
44.4K
$2.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
59+ 12.45% |
$2.64K - $2.8K
|
533
$24.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
43New |
$1.93K - $2.04K
|
43
$1.96K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
42+ 0.61% |
$1.88K - $1.99K
|
6.92K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
41New |
$1.84K - $1.94K
|
41
$1.87K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
39+ 0.25% |
$1.75K - $1.85K
|
15.4K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38+ 0.52% |
$1.7K - $1.8K
|
7.33K
$334K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
21+ 0.67% |
$941 - $996
|
3.18K
$145K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
21New |
$941 - $996
|
21
$956
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
13+ 0.3% |
$583 - $616
|
4.35K
$198K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
10+ 0.04% |
$448 - $474
|
26.4K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5New |
$224 - $237
|
5
$228
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.85% |
$224 - $237
|
591
$26.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.62% |
$134 - $142
|
489
$22.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.98% |
$89.7 - $94.8
|
207
$9.42K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.62% |
$44.8 - $47.4
|
162
$7.37K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.59% |
$44.8 - $47.4
|
171
$7.78K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1New |
$44.8 - $47.4
|
1
$45.5
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.15% |
$44.8 - $47.4
|
88
$4.01K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-26- 1.63% |
$1.17K - $1.23K
|
1.57K
$71.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-28- 0.2% |
$1.26K - $1.33K
|
13.8K
$628K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-30- 0.07% |
$1.34K - $1.42K
|
42.1K
$1.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-71- 0.15% |
$3.18K - $3.37K
|
46.1K
$2.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-92- 0.33% |
$4.12K - $4.36K
|
28.1K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-105- 1.13% |
$4.71K - $4.98K
|
9.15K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-113- 0.56% |
$5.07K - $5.36K
|
20.1K
$913K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
SELL
|
- |
-116- 1.5% |
$5.2K - $5.5K
|
7.63K
$347K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-140- 1.12% |
$6.28K - $6.64K
|
12.3K
$561K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-140- 0.26% |
$6.28K - $6.64K
|
52.8K
$2.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-142- 1.53% |
$6.37K - $6.73K
|
9.15K
$416K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-144- 1.23% |
$6.46K - $6.83K
|
11.6K
$528K
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-162- 3.03% |
$7.26K - $7.68K
|
5.19K
$236K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-169- 0.41% |
$7.58K - $8.01K
|
41.3K
$1.88M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-184- 1.61% |
$8.25K - $8.73K
|
11.2K
$511K
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-186- 0.46% |
$8.34K - $8.82K
|
40.7K
$1.85M
|