Purchases and Sales Made in Q4 2022 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 2022. 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 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18.5K- 56.69% |
$800K - $852K
|
14.1K
$643K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-19.3K- 38.86% |
$838K - $892K
|
30.4K
$1.39M
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-19.5K- 27.43% |
$845K - $899K
|
51.6K
$2.35M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-19.7K- 10.53% |
$852K - $907K
|
167K
$7.61M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-20.5K- 11.51% |
$888K - $945K
|
158K
$7.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-23.6K- 25.1% |
$1.02M - $1.09M
|
70.6K
$3.21M
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-25.8K- 69.84% |
$1.12M - $1.19M
|
11.1K
$507K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-26.7K- 59.11% |
$1.15M - $1.23M
|
18.4K
$839K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-27K- 74.96% |
$1.17M - $1.24M
|
9.01K
$410K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-28.6K- 9.79% |
$1.24M - $1.32M
|
263K
$12M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-29.9K- 33.49% |
$1.3M - $1.38M
|
59.4K
$2.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-31.8K- 73.39% |
$1.38M - $1.47M
|
11.5K
$525K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-33.1K- 83.82% |
$1.43M - $1.53M
|
6.39K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-34.4K- 4.43% |
$1.49M - $1.59M
|
743K
$33.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-44.7K- 24.45% |
$1.94M - $2.06M
|
138K
$6.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-52.9K- 24.82% |
$2.29M - $2.44M
|
160K
$7.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-62.3K- 31.31% |
$2.7M - $2.87M
|
137K
$6.22M
|
|
|
Feb 06, 2023
Q4 2022
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-65.5K- 35.73% |
$2.83M - $3.02M
|
118K
$5.36M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-67.3K- 9.21% |
$2.91M - $3.1M
|
663K
$30.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-70.7K- 85.8% |
$3.06M - $3.26M
|
11.7K
$533K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-73.3K- 28.3% |
$3.18M - $3.38M
|
186K
$8.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-77.2K- 15.74% |
$3.34M - $3.56M
|
413K
$18.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84.7K- 6.13% |
$3.67M - $3.91M
|
1.3M
$59.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-91.1K- 9.32% |
$3.95M - $4.2M
|
886K
$40.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-109K- 95.22% |
$4.74M - $5.05M
|
5.49K
$250K
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-125K- 51.25% |
$5.43M - $5.78M
|
119K
$5.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-133K- 16.66% |
$5.78M - $6.15M
|
667K
$30.4M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-135K- 11.83% |
$5.83M - $6.21M
|
1M
$45.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-138K- 13.64% |
$5.97M - $6.35M
|
873K
$39.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-139K- 17.32% |
$6.04M - $6.43M
|
665K
$30.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-151K- 82.09% |
$6.54M - $6.96M
|
32.9K
$1.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
SELL
|
- |
-154K- 26.69% |
$6.69M - $7.12M
|
424K
$19.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-162K- 95.75% |
$7M - $7.46M
|
7.17K
$326K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-188K- 0.6% |
$8.15M - $8.67M
|
31.1M
$1.41B
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-318K- 4.67% |
$13.8M - $14.7M
|
6.48M
$295M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-351KClosed |
$15.2M - $16.2M
|
0
$0
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-437K- 25.59% |
$18.9M - $20.2M
|
1.27M
$57.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-744K- 98.4% |
$32.2M - $34.3M
|
12.1K
$550K
|