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 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
49.8KNew |
$2.16M - $2.3M
|
49.8K
$2.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
48.9K+ 8.15% |
$2.12M - $2.25M
|
649K
$29.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47.5K+ 17.61% |
$2.06M - $2.19M
|
317K
$14.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
45.8K+ 25.6% |
$1.98M - $2.11M
|
225K
$10.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
45.6KNew |
$1.98M - $2.1M
|
45.6K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
45.2K+ 44.47% |
$1.96M - $2.09M
|
147K
$6.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
44.7K+ 14.83% |
$1.94M - $2.06M
|
346K
$15.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
41.3K+ 8.57% |
$1.79M - $1.9M
|
523K
$23.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
41.1K+ 5.25% |
$1.78M - $1.89M
|
823K
$37.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39.8K+ 86.14% |
$1.72M - $1.83M
|
86K
$3.91M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
39.2K+ 82.38% |
$1.7M - $1.81M
|
86.7K
$3.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
38.5K+ 3.2% |
$1.67M - $1.78M
|
1.24M
$56.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
38KNew |
$1.64M - $1.75M
|
38K
$1.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
37.3K+ 36.84% |
$1.62M - $1.72M
|
139K
$6.31M
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
37KNew |
$1.6M - $1.71M
|
37K
$1.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
33KNew |
$1.43M - $1.52M
|
33K
$1.5M
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
31.7KNew |
$1.37M - $1.46M
|
31.7K
$1.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
31.7KNew |
$1.37M - $1.46M
|
31.7K
$1.44M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
31.3K+ 34.89% |
$1.36M - $1.44M
|
121K
$5.51M
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
29.5K+ 31.76% |
$1.28M - $1.36M
|
123K
$5.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
28.4K+ 22.79% |
$1.23M - $1.31M
|
153K
$6.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
28.1K+ 44.12% |
$1.21M - $1.29M
|
91.6K
$4.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
27.9K+ 34.66% |
$1.21M - $1.29M
|
108K
$4.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
27.7KNew |
$1.2M - $1.28M
|
27.7K
$1.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
27.1K+ 30.39% |
$1.17M - $1.25M
|
116K
$5.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
26.2K+ 26.14% |
$1.14M - $1.21M
|
127K
$5.76M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
26.1K+ 19.73% |
$1.13M - $1.2M
|
158K
$7.21M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
25.8KNew |
$1.12M - $1.19M
|
25.8K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
25.5K+ 112.56% |
$1.1M - $1.17M
|
48.1K
$2.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
25KNew |
$1.08M - $1.15M
|
25K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
24.9K+ 26.36% |
$1.08M - $1.15M
|
119K
$5.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
24.5K+ 6.96% |
$1.06M - $1.13M
|
377K
$17.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
24.3KNew |
$1.05M - $1.12M
|
24.3K
$1.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
23.6K+ 25.48% |
$1.02M - $1.09M
|
116K
$5.29M
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
23.5K+ 102.24% |
$1.02M - $1.08M
|
46.5K
$2.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
23K+ 70.22% |
$997K - $1.06M
|
55.8K
$2.54M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
21.6K+ 8.54% |
$937K - $997K
|
275K
$12.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21.5K+ 63.22% |
$931K - $991K
|
55.5K
$2.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
21.3K+ 13.4% |
$921K - $980K
|
180K
$8.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
20.9K+ 1.99% |
$906K - $965K
|
1.07M
$48.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
20.4K+ 106.79% |
$886K - $943K
|
39.6K
$1.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
19.9K+ 97.86% |
$864K - $920K
|
40.3K
$1.84M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
19.5K+ 26.87% |
$844K - $898K
|
92K
$4.19M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19K+ 43.13% |
$822K - $875K
|
63K
$2.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
18.7K+ 28.76% |
$811K - $864K
|
83.9K
$3.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
18.5K+ 21.85% |
$803K - $855K
|
103K
$4.71M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
18.4KNew |
$798K - $849K
|
18.4K
$838K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
18.4K+ 12.24% |
$797K - $848K
|
169K
$7.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
18.4KNew |
$795K - $847K
|
18.4K
$836K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
18.3K+ 20.94% |
$792K - $843K
|
106K
$4.81M
|