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 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-13.6K- 25.46% |
$580K - $630K
|
39.9K
$1.83M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-13.7KClosed |
$582K - $632K
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-14K- 3.06% |
$595K - $646K
|
443K
$20.3M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-14.1K- 69.23% |
$602K - $654K
|
6.28K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-14.2K- 26.98% |
$605K - $657K
|
38.4K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-14.9K- 21.12% |
$633K - $688K
|
55.5K
$2.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-15.4K- 18.25% |
$656K - $712K
|
68.9K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-15.8K- 12.05% |
$674K - $732K
|
115K
$5.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-16.1K- 59.95% |
$686K - $744K
|
10.8K
$494K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-16.5K- 1.69% |
$705K - $765K
|
963K
$44.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.7K- 2.74% |
$710K - $771K
|
591K
$27.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-16.7K- 15.2% |
$710K - $771K
|
93K
$4.28M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-16.9K- 13.18% |
$718K - $780K
|
111K
$5.1M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-16.9K- 42.78% |
$720K - $782K
|
22.6K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-17.3K- 4.22% |
$735K - $798K
|
392K
$18M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-17.5K- 14.19% |
$746K - $810K
|
106K
$4.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-17.8K- 38.27% |
$758K - $823K
|
28.7K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-17.9K- 80.46% |
$762K - $827K
|
4.34K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-19.7K- 9.77% |
$838K - $910K
|
182K
$8.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-19.7K- 0.76% |
$839K - $910K
|
2.55M
$117M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-20.1K- 7.08% |
$856K - $930K
|
264K
$12.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-20.4K- 5.08% |
$869K - $944K
|
381K
$17.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-20.5K- 43.65% |
$873K - $947K
|
26.4K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-21.5K- 12.23% |
$915K - $993K
|
154K
$7.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-21.9K- 6.26% |
$933K - $1.01M
|
328K
$15.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-24.6K- 8.64% |
$1.05M - $1.14M
|
261K
$12M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-24.9K- 17.58% |
$1.06M - $1.15M
|
117K
$5.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25.1K- 0.66% |
$1.07M - $1.16M
|
3.76M
$173M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-25.3K- 39.92% |
$1.08M - $1.17M
|
38.1K
$1.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-26.1K- 13.04% |
$1.11M - $1.21M
|
174K
$7.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-26.1K- 16.77% |
$1.11M - $1.21M
|
130K
$5.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-26.2K- 70.85% |
$1.12M - $1.21M
|
10.8K
$496K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-26.3K- 71.72% |
$1.12M - $1.22M
|
10.4K
$477K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-29.6K- 18.06% |
$1.26M - $1.37M
|
134K
$6.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-30.5K- 25.42% |
$1.3M - $1.41M
|
89.4K
$4.11M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-31.5K- 64.16% |
$1.34M - $1.46M
|
17.6K
$809K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-32.5K- 82.91% |
$1.38M - $1.5M
|
6.7K
$308K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-34.6K- 30.65% |
$1.47M - $1.6M
|
78.3K
$3.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-35.4K- 99.87% |
$1.51M - $1.64M
|
46
$2.11K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-35.5K- 24.99% |
$1.51M - $1.64M
|
107K
$4.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-37.1K- 24.72% |
$1.58M - $1.72M
|
113K
$5.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37.6K- 7.28% |
$1.6M - $1.74M
|
479K
$22M
|
|
|
Dec 11, 2024
Q4 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-38.8K- 87.99% |
$1.65M - $1.8M
|
5.3K
$244K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-40.3K- 47.69% |
$1.72M - $1.86M
|
44.2K
$2.03M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-41.3K- 31.3% |
$1.76M - $1.91M
|
90.7K
$4.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-42K- 48.78% |
$1.79M - $1.94M
|
44.1K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-42.4K- 10.48% |
$1.8M - $1.96M
|
362K
$16.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-43.5K- 11.3% |
$1.85M - $2.01M
|
342K
$15.7M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-44.2K- 10.83% |
$1.88M - $2.04M
|
363K
$16.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-44.4K- 51.84% |
$1.89M - $2.05M
|
41.2K
$1.89M
|