Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
27.8KNew |
$1.46M - $1.49M
|
27.8K
$1.27M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
26.7K+ 66.18% |
$1.4M - $1.42M
|
66.9K
$3.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.4K+ 10.14% |
$1.39M - $1.41M
|
286K
$13M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
26.1KNew |
$1.37M - $1.39M
|
26.1K
$1.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
25.7K+ 14.19% |
$1.35M - $1.37M
|
207K
$9.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
25.5K+ 21.32% |
$1.34M - $1.36M
|
145K
$6.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
25.5K+ 51.67% |
$1.34M - $1.36M
|
74.9K
$3.41M
|
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
25.2K+ 12.03% |
$1.33M - $1.35M
|
235K
$10.7M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
25.2K+ 8.11% |
$1.32M - $1.35M
|
336K
$15.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
25K+ 79.71% |
$1.31M - $1.34M
|
56.4K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
23.8KNew |
$1.25M - $1.27M
|
23.8K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
23.5K+ 7.05% |
$1.23M - $1.25M
|
357K
$16.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
22K+ 18.59% |
$1.16M - $1.18M
|
141K
$6.4M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
21.7KNew |
$1.14M - $1.16M
|
21.7K
$989K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
21.7KNew |
$1.14M - $1.16M
|
21.7K
$986K
|
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
BUY
|
- |
21.1K+ 7.33% |
$1.11M - $1.13M
|
309K
$14.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
21.1K+ 8.83% |
$1.11M - $1.12M
|
259K
$11.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21K+ 13.84% |
$1.1M - $1.12M
|
173K
$7.86M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
20.9KNew |
$1.1M - $1.12M
|
20.9K
$953K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.9K+ 24.31% |
$1.1M - $1.12M
|
107K
$4.86M
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
20.8K+ 20.8% |
$1.09M - $1.11M
|
121K
$5.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
20.5K+ 48.03% |
$1.08M - $1.1M
|
63.3K
$2.88M
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
BUY
|
- |
19.8K+ 511.0% |
$1.04M - $1.06M
|
23.7K
$1.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
19.6K+ 11.97% |
$1.03M - $1.05M
|
183K
$8.34M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
19.2K+ 56.93% |
$1.01M - $1.03M
|
53K
$2.41M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
18.9KNew |
$995K - $1.01M
|
18.9K
$861K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18.7KNew |
$986K - $1M
|
18.7K
$853K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
18.1K+ 10.63% |
$952K - $968K
|
189K
$8.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
18KNew |
$945K - $960K
|
18K
$818K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16.3K+ 43.06% |
$858K - $872K
|
54.2K
$2.47M
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
16K+ 16.44% |
$844K - $857K
|
114K
$5.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15.6K+ 20.72% |
$821K - $834K
|
90.9K
$4.14M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.5K+ 3.75% |
$816K - $829K
|
429K
$19.5M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
15.4KNew |
$809K - $822K
|
15.4K
$700K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.1K+ 16.36% |
$793K - $806K
|
107K
$4.88M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
15KNew |
$789K - $802K
|
15K
$683K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
15KNew |
$786K - $799K
|
15K
$681K
|
|
|
Jan 13, 2022
Q4 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
14.8K+ 3.18% |
$777K - $789K
|
480K
$21.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
14.6KNew |
$766K - $778K
|
14.6K
$663K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14.1KNew |
$741K - $752K
|
14.1K
$641K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.8K+ 19.86% |
$726K - $738K
|
83.4K
$3.79M
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
13.7KNew |
$719K - $730K
|
13.7K
$622K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.4K+ 109.0% |
$702K - $713K
|
25.6K
$1.17M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.4K+ 109.0% |
$702K - $713K
|
25.6K
$1.17M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
13.3K+ 74.45% |
$698K - $709K
|
31.1K
$1.41M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
12.9KNew |
$676K - $687K
|
12.9K
$585K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
12.6KNew |
$663K - $673K
|
12.6K
$574K
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
11.7K+ 63.27% |
$617K - $627K
|
30.3K
$1.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
11.3K+ 15.68% |
$592K - $602K
|
83.1K
$3.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.3KNew |
$539K - $548K
|
10.3K
$467K
|