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 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
126KNew |
$5.48M - $5.83M
|
126K
$5.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
121K+ 77.99% |
$5.24M - $5.58M
|
276K
$12.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
116K+ 39.93% |
$5.01M - $5.33M
|
405K
$18.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
113KNew |
$4.9M - $5.22M
|
113K
$5.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
111K+ 3.84% |
$4.82M - $5.13M
|
3.01M
$137M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
111K+ 52.67% |
$4.79M - $5.1M
|
320K
$14.6M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
110KNew |
$4.76M - $5.07M
|
110K
$5.01M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
108K+ 147.16% |
$4.66M - $4.96M
|
181K
$8.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
107K+ 43.76% |
$4.64M - $4.94M
|
352K
$16M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
107K+ 39.46% |
$4.63M - $4.93M
|
378K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
105K+ 16.62% |
$4.55M - $4.84M
|
736K
$33.5M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
102K+ 26.58% |
$4.44M - $4.72M
|
488K
$22.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
102K+ 21.95% |
$4.43M - $4.71M
|
568K
$25.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
96.8KNew |
$4.19M - $4.46M
|
96.8K
$4.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
96.6KNew |
$4.18M - $4.45M
|
96.6K
$4.4M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
95.4K+ 63.95% |
$4.13M - $4.4M
|
245K
$11.1M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
95.2KNew |
$4.12M - $4.39M
|
95.2K
$4.33M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
94.5K+ 30.39% |
$4.09M - $4.36M
|
405K
$18.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
93.7K+ 34.4% |
$4.06M - $4.32M
|
366K
$16.7M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
92.3KNew |
$4M - $4.25M
|
92.3K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
91.3K+ 197.54% |
$3.95M - $4.21M
|
138K
$6.26M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
91.2K+ 120.06% |
$3.95M - $4.21M
|
167K
$7.61M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
91.1K+ 57.49% |
$3.95M - $4.2M
|
250K
$11.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
90.1K+ 43.76% |
$3.9M - $4.15M
|
296K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
89.7K+ 196.31% |
$3.89M - $4.14M
|
135K
$6.16M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
89.1KNew |
$3.86M - $4.11M
|
89.1K
$4.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
87.6K+ 27.2% |
$3.79M - $4.04M
|
410K
$18.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
83.2K+ 16.57% |
$3.6M - $3.84M
|
585K
$26.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
80.5KNew |
$3.48M - $3.71M
|
80.5K
$3.66M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
80.1K+ 27.5% |
$3.47M - $3.69M
|
371K
$16.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
76.5K+ 18.8% |
$3.31M - $3.53M
|
484K
$22M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
76KNew |
$3.29M - $3.5M
|
76K
$3.46M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
75.2K+ 18.66% |
$3.26M - $3.47M
|
478K
$21.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
75.2KNew |
$3.26M - $3.47M
|
75.2K
$3.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
74.7K+ 14.78% |
$3.23M - $3.44M
|
580K
$26.4M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
70.9K+ 213.66% |
$3.07M - $3.27M
|
104K
$4.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
68.7KNew |
$2.97M - $3.17M
|
68.7K
$3.13M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
68.1KNew |
$2.95M - $3.14M
|
68.1K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
67KNew |
$2.9M - $3.09M
|
67K
$3.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
62.1KNew |
$2.69M - $2.86M
|
62.1K
$2.83M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
59.4K+ 33.83% |
$2.57M - $2.74M
|
235K
$10.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
57.7K+ 280.73% |
$2.5M - $2.66M
|
78.3K
$3.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
57.4KNew |
$2.49M - $2.65M
|
57.4K
$2.61M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55.2K+ 27.43% |
$2.39M - $2.55M
|
257K
$11.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
54.9K+ 17.99% |
$2.38M - $2.53M
|
360K
$16.4M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
54.4K+ 38.32% |
$2.35M - $2.51M
|
196K
$8.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
53.8KNew |
$2.33M - $2.48M
|
53.8K
$2.45M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
52.4K+ 7.23% |
$2.27M - $2.42M
|
777K
$35.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
52.2K+ 13.23% |
$2.26M - $2.4M
|
446K
$20.3M
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
51.3K+ 68.99% |
$2.22M - $2.37M
|
126K
$5.72M
|