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
|
Simplicity Wealth,Llc
|
BUY
|
- |
18K+ 377.91% |
$781K - $831K
|
22.8K
$1.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
17.9KNew |
$775K - $825K
|
17.9K
$815K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
17.4KNew |
$755K - $804K
|
17.4K
$794K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
17KNew |
$736K - $784K
|
17K
$774K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.8K+ 131.87% |
$729K - $776K
|
29.6K
$1.35M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
16.7KNew |
$722K - $769K
|
16.7K
$759K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
16.6KNew |
$720K - $766K
|
16.6K
$756K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
15.9K+ 54.71% |
$689K - $733K
|
45K
$2.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.9K+ 3.3% |
$687K - $732K
|
496K
$22.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
15.7K+ 8.71% |
$678K - $722K
|
196K
$8.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.6KNew |
$677K - $721K
|
15.6K
$711K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
15.4K+ 65.38% |
$669K - $712K
|
39.1K
$1.78M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
14.6K+ 24.55% |
$632K - $673K
|
74.1K
$3.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
14.2K+ 121.52% |
$616K - $656K
|
25.9K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
14K+ 6.32% |
$604K - $644K
|
235K
$10.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
12.7KNew |
$549K - $585K
|
12.7K
$577K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12.4K+ 20.21% |
$539K - $574K
|
74K
$3.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
12.1K+ 117.93% |
$525K - $559K
|
22.4K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.7K+ 11.2% |
$506K - $539K
|
116K
$5.28M
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
11.5KNew |
$499K - $531K
|
11.5K
$524K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
11.2K+ 24.52% |
$485K - $517K
|
56.9K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.2K+ 1.4% |
$484K - $515K
|
807K
$36.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.8K+ 18.21% |
$467K - $497K
|
70K
$3.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10.7K+ 9.61% |
$464K - $494K
|
122K
$5.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
10.4K+ 13.12% |
$451K - $480K
|
89.8K
$4.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
10.2KNew |
$441K - $469K
|
10.2K
$463K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9.95K+ 15.23% |
$431K - $459K
|
75.3K
$3.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
9.85K+ 20.57% |
$427K - $454K
|
57.7K
$2.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.67K+ 19.92% |
$419K - $446K
|
58.2K
$2.65M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
9.61KNew |
$416K - $443K
|
9.61K
$437K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.54KNew |
$413K - $440K
|
9.54K
$434K
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.46K+ 50.52% |
$410K - $436K
|
28.2K
$1.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.46K+ 23.98% |
$410K - $436K
|
48.9K
$2.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.26KNew |
$401K - $427K
|
9.26K
$422K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.15K+ 106.15% |
$396K - $422K
|
17.8K
$808K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9KNew |
$390K - $415K
|
9K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
8.99K+ 2.76% |
$389K - $415K
|
335K
$15.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
8.78KNew |
$380K - $405K
|
8.78K
$400K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.78KNew |
$380K - $405K
|
8.78K
$400K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.74KNew |
$378K - $403K
|
8.74K
$398K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.7K+ 70.59% |
$377K - $401K
|
21K
$957K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.7K+ 70.59% |
$377K - $401K
|
21K
$957K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
8.51K+ 7.55% |
$368K - $392K
|
121K
$5.52M
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
8.48K+ 64.98% |
$367K - $391K
|
21.5K
$980K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.34K+ 26.76% |
$361K - $385K
|
39.5K
$1.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
8.04K+ 33.49% |
$348K - $371K
|
32K
$1.46M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.01K+ 21.51% |
$347K - $369K
|
45.3K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.94K+ 24.9% |
$344K - $366K
|
39.8K
$1.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
7.94KNew |
$344K - $366K
|
7.94K
$361K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
7.79K+ 20.01% |
$337K - $359K
|
46.7K
$2.13M
|