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 |
---|---|---|---|---|---|---|---|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
83New |
$4.36K - $4.43K
|
83
$3.78K
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
48+ 0.54% |
$2.52K - $2.56K
|
8.93K
$407K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
38New |
$2K - $2.03K
|
38
$1.73K
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
32+ 0.21% |
$1.68K - $1.71K
|
15.6K
$712K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22New |
$1.16K - $1.18K
|
22
$1K
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
21+ 0.56% |
$1.1K - $1.12K
|
3.78K
$172K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
14New |
$736 - $748
|
14
$637
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5New |
$263 - $267
|
5
$228
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.54% |
$158 - $160
|
556
$25.3K
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3+ 0.63% |
$158 - $160
|
482
$21.9K
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2+ 0.02% |
$105 - $107
|
8.25K
$376K
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2+ 0.0% |
$105 - $107
|
103K
$4.69M
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6- 0.13% |
$316 - $321
|
4.69K
$214K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-20Closed |
$1.05K - $1.07K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-25- 0.21% |
$1.31K - $1.34K
|
12.1K
$551K
|
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-31- 0.7% |
$1.63K - $1.66K
|
4.42K
$201K
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-38- 0.84% |
$2K - $2.03K
|
4.48K
$204K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-47Closed |
$2.47K - $2.51K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-60- 3.62% |
$3.16K - $3.21K
|
1.6K
$72.7K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-60- 24.19% |
$3.16K - $3.21K
|
188
$8.56K
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-81- 0.39% |
$4.26K - $4.33K
|
20.5K
$935K
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-83- 0.67% |
$4.36K - $4.43K
|
12.3K
$560K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-93Closed |
$4.89K - $4.97K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-95- 1.08% |
$5K - $5.08K
|
8.68K
$395K
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
SELL
|
- |
-97- 0.96% |
$5.1K - $5.18K
|
9.96K
$453K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-99Closed |
$5.21K - $5.29K
|
0
$0
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-100- 53.76% |
$5.26K - $5.34K
|
86
$3.91K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-125- 7.23% |
$6.57K - $6.68K
|
1.6K
$73K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-130Closed |
$6.84K - $6.95K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-131- 0.71% |
$6.89K - $7K
|
18.3K
$834K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-133- 41.43% |
$6.99K - $7.11K
|
188
$8.56K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-134- 11.84% |
$7.05K - $7.16K
|
998
$45.4K
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-140- 0.97% |
$7.36K - $7.48K
|
14.3K
$651K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-144- 1.53% |
$7.57K - $7.69K
|
9.25K
$421K
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-185- 0.98% |
$9.73K - $9.88K
|
18.7K
$853K
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-196- 1.32% |
$10.3K - $10.5K
|
14.6K
$665K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-240- 2.43% |
$12.6K - $12.8K
|
9.62K
$438K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-248- 6.78% |
$13K - $13.3K
|
3.41K
$155K
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-250Closed |
$13.1K - $13.4K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-280- 1.31% |
$14.7K - $15K
|
21.1K
$959K
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-287- 2.44% |
$15.1K - $15.3K
|
11.5K
$522K
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-430- 0.68% |
$22.6K - $23K
|
62.6K
$2.85M
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-447- 5.15% |
$23.5K - $23.9K
|
8.23K
$375K
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-448- 3.31% |
$23.6K - $23.9K
|
13.1K
$595K
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-450- 5.47% |
$23.7K - $24K
|
7.77K
$354K
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-457- 10.12% |
$24K - $24.4K
|
4.06K
$185K
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-463- 94.68% |
$24.3K - $24.7K
|
26
$1.18K
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-472- 0.81% |
$24.8K - $25.2K
|
57.9K
$2.64M
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-493Closed |
$25.9K - $26.3K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-510- 2.24% |
$26.8K - $27.2K
|
22.2K
$1.01M
|