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 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.1KNew |
$532K - $540K
|
10.1K
$460K
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
9.8KNew |
$516K - $524K
|
9.8K
$446K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.57KNew |
$503K - $511K
|
9.57K
$435K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
9.36K+ 6.59% |
$492K - $500K
|
151K
$6.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
9.06K+ 15.4% |
$476K - $484K
|
67.9K
$3.09M
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.98KNew |
$472K - $480K
|
8.98K
$409K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8.9K+ 9.75% |
$468K - $476K
|
100K
$4.56M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.88K+ 41.02% |
$467K - $474K
|
30.5K
$1.39M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.73K+ 42.42% |
$459K - $466K
|
29.3K
$1.33M
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
8.54K+ 5.76% |
$449K - $456K
|
157K
$7.14M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.41K+ 128.63% |
$442K - $449K
|
14.9K
$680K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.21K+ 2.86% |
$432K - $439K
|
296K
$13.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
8.12K+ 9.62% |
$427K - $434K
|
92.5K
$4.21M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.9K+ 12.79% |
$415K - $422K
|
69.6K
$3.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.7K+ 13.75% |
$405K - $412K
|
63.7K
$2.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.63KNew |
$401K - $407K
|
7.63K
$347K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
7.6KNew |
$400K - $406K
|
7.6K
$346K
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
7.4KNew |
$389K - $395K
|
7.4K
$337K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.37KNew |
$387K - $394K
|
7.37K
$335K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.96KNew |
$366K - $372K
|
6.96K
$317K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
6.86K+ 92.18% |
$361K - $367K
|
14.3K
$651K
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
6.84K+ 23.25% |
$360K - $365K
|
36.2K
$1.65M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.7K+ 24.08% |
$352K - $358K
|
34.5K
$1.57M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
6.54K+ 6.74% |
$344K - $350K
|
104K
$4.72M
|
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6.43KNew |
$338K - $344K
|
6.43K
$293K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.41K+ 58.83% |
$337K - $342K
|
17.3K
$788K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
6.38K+ 5.31% |
$335K - $341K
|
126K
$5.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.26K+ 2.07% |
$329K - $335K
|
309K
$14.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
6.09K+ 163.71% |
$320K - $325K
|
9.81K
$447K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.05KNew |
$318K - $323K
|
6.05K
$275K
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
5.99K+ 2.96% |
$315K - $320K
|
209K
$9.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.8KNew |
$305K - $310K
|
5.8K
$264K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.78KNew |
$304K - $309K
|
5.78K
$263K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
5.78KNew |
$304K - $309K
|
5.78K
$263K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
5.72K+ 8.01% |
$301K - $306K
|
77.1K
$3.51M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
5.69K+ 34.54% |
$299K - $304K
|
22.2K
$1.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.68K+ 29.22% |
$299K - $303K
|
25.1K
$1.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.66KNew |
$298K - $303K
|
5.66K
$258K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.52KNew |
$290K - $295K
|
5.52K
$251K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.48KNew |
$288K - $293K
|
5.48K
$250K
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.41KNew |
$285K - $289K
|
5.41K
$246K
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
5.39KNew |
$283K - $288K
|
5.39K
$245K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
5.23K+ 22.88% |
$275K - $279K
|
28.1K
$1.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.98KNew |
$262K - $266K
|
4.98K
$227K
|
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
4.92KNew |
$259K - $263K
|
4.92K
$224K
|
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
4.88K+ 3.48% |
$257K - $261K
|
145K
$6.61M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
4.86K+ 16.43% |
$256K - $260K
|
34.4K
$1.57M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.77KNew |
$251K - $255K
|
4.77K
$217K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.65K+ 8.56% |
$244K - $248K
|
58.9K
$2.68M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.48K+ 19.06% |
$235K - $239K
|
28K
$1.27M
|