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 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.39KNew |
$231K - $234K
|
4.39K
$200K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.33K+ 4.63% |
$228K - $231K
|
98K
$4.46M
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
4.28K+ 1.71% |
$225K - $229K
|
254K
$11.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
4.26K+ 46.3% |
$224K - $227K
|
13.4K
$612K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.22KNew |
$222K - $225K
|
4.22K
$192K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.13K+ 65.56% |
$217K - $220K
|
10.4K
$474K
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.13KNew |
$217K - $220K
|
4.13K
$188K
|
|
|
Feb 08, 2022
Q4 2021
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
3.93K+ 53.53% |
$206K - $210K
|
11.3K
$513K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.81K+ 2.75% |
$200K - $203K
|
142K
$6.47M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
3.58K+ 7.7% |
$188K - $191K
|
50.1K
$2.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.48K+ 67.74% |
$183K - $186K
|
8.62K
$392K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.39K+ 4.22% |
$178K - $181K
|
83.7K
$3.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.39K+ 4.21% |
$178K - $181K
|
83.7K
$3.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.37K+ 4.88% |
$177K - $180K
|
72.4K
$3.29M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.35K+ 7.56% |
$176K - $179K
|
47.6K
$2.17M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.29K+ 8.94% |
$173K - $176K
|
40.1K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.28K+ 3.03% |
$172K - $175K
|
111K
$5.06M
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
3.25K+ 15.71% |
$171K - $174K
|
23.9K
$1.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
3.25K+ 12.81% |
$171K - $173K
|
28.6K
$1.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.19K+ 0.78% |
$168K - $171K
|
415K
$18.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
3.13K+ 17.62% |
$164K - $167K
|
20.9K
$950K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.1K+ 44.33% |
$163K - $166K
|
10.1K
$459K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.89K+ 34.66% |
$152K - $154K
|
11.2K
$511K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
2.66K+ 4.87% |
$140K - $142K
|
57.2K
$2.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.61K+ 26.51% |
$137K - $140K
|
12.5K
$568K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.59K+ 14.79% |
$136K - $138K
|
20.1K
$915K
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.55K+ 9.79% |
$134K - $136K
|
28.5K
$1.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.52K+ 9.49% |
$132K - $135K
|
29K
$1.32M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.47K+ 12.41% |
$130K - $132K
|
22.4K
$1.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.43K+ 2.88% |
$128K - $130K
|
86.9K
$3.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.41K+ 31.63% |
$127K - $129K
|
10K
$457K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.35K+ 26.2% |
$124K - $126K
|
11.3K
$516K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.29K+ 0.85% |
$120K - $122K
|
271K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.24KNew |
$118K - $119K
|
2.24K
$102K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.2K+ 1.99% |
$116K - $118K
|
113K
$5.14M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.13KNew |
$112K - $114K
|
2.13K
$97.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.06K+ 8.66% |
$108K - $110K
|
25.8K
$1.17M
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.03K+ 2.34% |
$107K - $109K
|
89.1K
$4.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
1.9K+ 11.82% |
$100K - $102K
|
18K
$819K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.86K+ 11.28% |
$97.8K - $99.3K
|
18.3K
$835K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
1.85K+ 3.73% |
$97.5K - $99.1K
|
51.6K
$2.35M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.7K+ 32.83% |
$89.2K - $90.6K
|
6.86K
$312K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.62K+ 24.25% |
$84.9K - $86.3K
|
8.27K
$377K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
1.54K+ 20.8% |
$81.2K - $82.5K
|
8.97K
$408K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5K+ 4.8% |
$79K - $80.3K
|
32.8K
$1.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.5K+ 21.36% |
$78.7K - $79.9K
|
8.5K
$387K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.43KNew |
$75K - $76.2K
|
1.43K
$64.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1.41K+ 6.48% |
$73.9K - $75.1K
|
23.1K
$1.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.3K+ 0.72% |
$68.5K - $69.6K
|
182K
$8.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
1.24K+ 9.89% |
$65.3K - $66.3K
|
13.8K
$628K
|