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 |
---|---|---|---|---|---|---|---|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
SELL
|
- |
-531- 0.42% |
$27.9K - $28.4K
|
126K
$5.74M
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-593- 5.57% |
$31.2K - $31.7K
|
10.1K
$458K
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-612- 95.92% |
$32.2K - $32.7K
|
26
$1.18K
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-649Closed |
$34.1K - $34.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-725- 9.53% |
$38.1K - $38.7K
|
6.88K
$313K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-824- 49.49% |
$43.3K - $44K
|
841
$38.3K
|
|
Feb 11, 2022
Q4 2021
|
Palladiem, LLC
|
SELL
|
- |
-849- 0.84% |
$44.6K - $45.4K
|
100K
$4.57M
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-878Closed |
$46.2K - $46.9K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-934- 5.1% |
$49.1K - $49.9K
|
17.4K
$791K
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-935- 8.04% |
$49.2K - $50K
|
10.7K
$487K
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.05K- 3.05% |
$55.3K - $56.2K
|
33.5K
$1.52M
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.12K- 3.48% |
$58.8K - $59.7K
|
31K
$1.41M
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.24KClosed |
$65.2K - $66.2K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.25K- 20.92% |
$65.9K - $67K
|
4.74K
$216K
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-1.29K- 4.31% |
$67.6K - $68.7K
|
28.6K
$1.3M
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.36K- 10.13% |
$71.4K - $72.6K
|
12K
$548K
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.41K- 12.75% |
$74.2K - $75.3K
|
9.65K
$439K
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.75KClosed |
$91.8K - $93.2K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.89K- 21.67% |
$99.2K - $101K
|
6.82K
$310K
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.04K- 3.09% |
$107K - $109K
|
63.9K
$2.91M
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.25K- 3.06% |
$118K - $120K
|
71.2K
$3.24M
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.27K- 3.0% |
$119K - $121K
|
73.3K
$3.34M
|
|
Feb 08, 2022
Q4 2021
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-2.37K- 1.29% |
$124K - $126K
|
181K
$8.25M
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.43K- 13.25% |
$128K - $130K
|
15.9K
$725K
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.46K- 94.91% |
$129K - $131K
|
132
$6.01K
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.47K- 19.56% |
$130K - $132K
|
10.2K
$463K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.48KClosed |
$130K - $132K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-2.58K- 5.86% |
$136K - $138K
|
41.5K
$1.89M
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.67K- 37.5% |
$141K - $143K
|
4.46K
$203K
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-3.24K- 27.18% |
$171K - $173K
|
8.69K
$396K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.48K- 73.35% |
$183K - $186K
|
1.26K
$57.5K
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
SELL
|
- |
-3.68K- 0.47% |
$194K - $197K
|
774K
$35.2M
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.77KClosed |
$198K - $202K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-3.81K- 55.15% |
$200K - $204K
|
3.1K
$141K
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.89K- 45.74% |
$205K - $208K
|
4.62K
$210K
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-4.01K- 34.98% |
$211K - $214K
|
7.45K
$339K
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-4.03K- 26.02% |
$212K - $215K
|
11.5K
$522K
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.04KClosed |
$212K - $216K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.08K- 29.0% |
$215K - $218K
|
9.99K
$455K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-4.16K- 7.75% |
$219K - $222K
|
49.5K
$2.25M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.48KClosed |
$236K - $239K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-4.51K- 16.26% |
$237K - $241K
|
23.2K
$1.06M
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.9K- 4.73% |
$258K - $262K
|
98.8K
$4.5M
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-5.1K- 2.54% |
$268K - $273K
|
195K
$8.9M
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.5K- 14.98% |
$289K - $294K
|
31.2K
$1.42M
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-5.91KClosed |
$311K - $316K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-5.97K- 10.55% |
$314K - $319K
|
50.6K
$2.3M
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
SELL
|
- |
-6.09KClosed |
$320K - $325K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.43K- 2.77% |
$338K - $344K
|
226K
$10.3M
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-7.06KClosed |
$371K - $377K
|
0
$0
|