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 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.13K- 38.12% |
$375K - $381K
|
11.6K
$527K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.57K- 46.83% |
$398K - $404K
|
8.59K
$391K
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
SELL
|
- |
-8.29KClosed |
$436K - $443K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.29KClosed |
$489K - $496K
|
0
$0
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.62KClosed |
$506K - $514K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-10.2KClosed |
$534K - $543K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-10.2KClosed |
$534K - $543K
|
0
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-10.8K- 29.79% |
$566K - $575K
|
25.4K
$1.15M
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-11.2K- 1.86% |
$588K - $597K
|
590K
$26.9M
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-11.3K- 2.85% |
$596K - $606K
|
387K
$17.6M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11.4KClosed |
$600K - $610K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-12.4K- 4.49% |
$651K - $661K
|
264K
$12M
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-13.2K- 27.99% |
$695K - $706K
|
34K
$1.55M
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-13.6KClosed |
$716K - $728K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-13.7K- 25.75% |
$720K - $731K
|
39.5K
$1.8M
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-13.8KClosed |
$723K - $735K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-14.1K- 3.39% |
$739K - $751K
|
400K
$18.2M
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-14.2K- 78.92% |
$746K - $758K
|
3.79K
$172K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14.3K- 16.74% |
$752K - $764K
|
71.1K
$3.24M
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-15.1K- 17.61% |
$791K - $804K
|
70.4K
$3.21M
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-15.6K- 6.11% |
$822K - $835K
|
240K
$10.9M
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-17.7K- 4.56% |
$931K - $946K
|
371K
$16.9M
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-18.4K- 6.76% |
$967K - $982K
|
254K
$11.5M
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-20.4K- 28.43% |
$1.07M - $1.09M
|
51.4K
$2.34M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.6K- 3.03% |
$1.13M - $1.15M
|
691K
$31.4M
|
|
Feb 14, 2022
Q4 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-24.4K- 3.13% |
$1.28M - $1.3M
|
754K
$34.3M
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-26.6KClosed |
$1.4M - $1.42M
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-26.6KClosed |
$1.4M - $1.42M
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ota Financial Group L.P.
|
SELL
|
- |
-30.9KClosed |
$1.62M - $1.65M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-33KClosed |
$1.73M - $1.76M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-40.9K- 5.55% |
$2.15M - $2.18M
|
696K
$31.7M
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-42.5K- 20.54% |
$2.24M - $2.27M
|
165K
$7.49M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-43.8K- 82.79% |
$2.3M - $2.34M
|
9.11K
$415K
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-44.8KClosed |
$2.36M - $2.39M
|
0
$0
|
|
Jan 05, 2022
Q4 2021
|
Corsicana & Co.
|
SELL
|
- |
-47.3K- 27.47% |
$2.49M - $2.53M
|
125K
$5.69M
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-51.1K- 81.88% |
$2.69M - $2.73M
|
11.3K
$515K
|
|
Feb 11, 2022
Q4 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-52.8K- 66.08% |
$2.78M - $2.82M
|
27.1K
$1.23M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-53K- 10.46% |
$2.79M - $2.83M
|
453K
$20.6M
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-71KClosed |
$3.73M - $3.79M
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
SELL
|
- |
-102KClosed |
$5.34M - $5.43M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-113K- 38.16% |
$5.97M - $6.06M
|
184K
$8.37M
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-131K- 97.06% |
$6.89M - $7M
|
3.97K
$181K
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-133K- 80.36% |
$7M - $7.11M
|
32.5K
$1.48M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-135K- 77.28% |
$7.1M - $7.22M
|
39.7K
$1.81M
|
|
Feb 18, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-145K- 85.79% |
$7.63M - $7.75M
|
24K
$1.09M
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-151K- 38.81% |
$7.96M - $8.09M
|
239K
$10.9M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-166K- 1.49% |
$8.72M - $8.86M
|
11M
$500M
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-200K- 82.0% |
$10.5M - $10.7M
|
43.9K
$2M
|
|
Jan 25, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-238K- 85.71% |
$12.5M - $12.7M
|
39.7K
$1.81M
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-307K- 82.45% |
$16.1M - $16.4M
|
65.2K
$2.97M
|