Purchases and Sales Made in Q4 2023 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 2023. 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 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-4.29K- 24.21% |
$183K - $199K
|
13.4K
$618K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-4.37K- 10.86% |
$186K - $202K
|
35.8K
$1.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-4.38K- 3.39% |
$187K - $203K
|
125K
$5.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-4.46K- 9.8% |
$190K - $206K
|
41K
$1.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.54K- 9.36% |
$193K - $210K
|
43.9K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.55K- 1.27% |
$194K - $210K
|
354K
$16.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.74K- 6.06% |
$202K - $219K
|
73.5K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.77K- 5.08% |
$203K - $221K
|
89.3K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.79K- 28.67% |
$204K - $221K
|
11.9K
$547K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.09K- 14.57% |
$217K - $235K
|
29.8K
$1.37M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-5.2K- 38.74% |
$222K - $241K
|
8.23K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.26K- 48.54% |
$224K - $243K
|
5.58K
$256K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.34K- 53.07% |
$227K - $247K
|
4.72K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-5.4K- 0.64% |
$230K - $250K
|
834K
$38.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-5.69K- 30.33% |
$242K - $263K
|
13.1K
$600K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.76K- 2.85% |
$246K - $267K
|
196K
$9.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.04K- 1.17% |
$257K - $279K
|
511K
$23.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.15K- 7.06% |
$262K - $285K
|
81K
$3.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.37K- 27.24% |
$271K - $295K
|
17K
$782K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-6.51K- 41.1% |
$277K - $301K
|
9.32K
$428K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.53K- 1.73% |
$278K - $302K
|
371K
$17.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-6.78K- 7.52% |
$289K - $314K
|
83.5K
$3.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-6.9K- 17.85% |
$294K - $319K
|
31.7K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.97K- 20.72% |
$297K - $322K
|
26.7K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-7.03K- 6.91% |
$300K - $325K
|
94.7K
$4.35M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-7.24K- 29.29% |
$308K - $335K
|
17.5K
$803K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.35K- 13.89% |
$313K - $340K
|
45.5K
$2.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.47K- 9.24% |
$318K - $346K
|
73.4K
$3.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-7.69K- 6.87% |
$328K - $356K
|
104K
$4.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.78K- 56.01% |
$331K - $360K
|
6.11K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-7.95K- 64.03% |
$339K - $368K
|
4.47K
$205K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.95K- 36.13% |
$339K - $368K
|
14.1K
$646K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.16K- 61.15% |
$347K - $377K
|
5.18K
$238K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-8.26K- 1.85% |
$352K - $382K
|
438K
$20.1M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.33K- 6.2% |
$355K - $385K
|
126K
$5.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-8.73K- 2.55% |
$372K - $404K
|
334K
$15.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-9.12K- 10.51% |
$388K - $422K
|
77.7K
$3.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-9.15K- 7.96% |
$390K - $423K
|
106K
$4.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-9.2K- 51.57% |
$392K - $426K
|
8.64K
$397K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-9.21K- 9.03% |
$392K - $426K
|
92.7K
$4.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-9.32K- 5.3% |
$397K - $431K
|
167K
$7.66M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.43K- 17.19% |
$402K - $436K
|
45.4K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-9.64K- 42.72% |
$411K - $446K
|
12.9K
$594K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-10.1K- 4.21% |
$430K - $467K
|
230K
$10.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-10.3K- 57.34% |
$440K - $477K
|
7.68K
$353K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-11K- 68.89% |
$469K - $509K
|
4.97K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.9K- 1.17% |
$507K - $551K
|
1.01M
$46.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-11.9K- 13.64% |
$509K - $552K
|
75.6K
$3.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-12.8K- 8.07% |
$545K - $592K
|
146K
$6.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-13.4K- 38.06% |
$570K - $619K
|
21.8K
$1M
|