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 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-47.6K- 3.04% |
$2.03M - $2.2M
|
1.52M
$69.7M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-55K- 11.69% |
$2.34M - $2.54M
|
415K
$19.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-59.2K- 84.49% |
$2.52M - $2.74M
|
10.9K
$500K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-60.8K- 4.3% |
$2.59M - $2.81M
|
1.35M
$62.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-60.8K- 13.63% |
$2.59M - $2.81M
|
385K
$17.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-60.9K- 5.31% |
$2.6M - $2.82M
|
1.09M
$49.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-63.1K- 21.5% |
$2.69M - $2.92M
|
230K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-63.8K- 43.9% |
$2.72M - $2.95M
|
81.6K
$3.75M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-70K- 7.09% |
$2.98M - $3.24M
|
917K
$42.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-72.9K- 31.91% |
$3.11M - $3.37M
|
156K
$7.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-74.7K- 4.76% |
$3.18M - $3.46M
|
1.5M
$68.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-76K- 80.17% |
$3.24M - $3.51M
|
18.8K
$863K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-86.6K- 3.97% |
$3.69M - $4.01M
|
2.09M
$96.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-104K- 14.48% |
$4.45M - $4.83M
|
616K
$28.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-111K- 61.69% |
$4.72M - $5.12M
|
68.8K
$3.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-123K- 9.91% |
$5.22M - $5.67M
|
1.11M
$51.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-123K- 45.07% |
$5.24M - $5.69M
|
150K
$6.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-123K- 27.15% |
$5.24M - $5.69M
|
330K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-124K- 15.34% |
$5.26M - $5.71M
|
682K
$31.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-128K- 29.81% |
$5.43M - $5.9M
|
300K
$13.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-128K- 37.34% |
$5.46M - $5.93M
|
215K
$9.88M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-137K- 86.1% |
$5.82M - $6.32M
|
22.1K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-156K- 15.65% |
$6.66M - $7.23M
|
843K
$38.7M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-163K- 25.8% |
$6.96M - $7.55M
|
470K
$21.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-164K- 8.04% |
$6.97M - $7.56M
|
1.87M
$86M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-199K- 57.29% |
$8.49M - $9.22M
|
149K
$6.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-243K- 94.84% |
$10.4M - $11.3M
|
13.2K
$608K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-252K- 81.05% |
$10.8M - $11.7M
|
59K
$2.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-258K- 32.0% |
$11M - $11.9M
|
548K
$25.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-296K- 25.19% |
$12.6M - $13.7M
|
878K
$40.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-385K- 1.05% |
$16.4M - $17.8M
|
36.2M
$1.66B
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-407K- 2.78% |
$17.4M - $18.8M
|
14.2M
$654M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-422K- 48.66% |
$18M - $19.5M
|
446K
$20.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-448K- 8.02% |
$19.1M - $20.7M
|
5.14M
$236M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-452K- 7.1% |
$19.3M - $20.9M
|
5.92M
$272M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-477K- 96.97% |
$20.3M - $22.1M
|
14.9K
$684K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-507K- 97.83% |
$21.6M - $23.5M
|
11.3K
$517K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-515K- 23.34% |
$21.9M - $23.8M
|
1.69M
$77.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-790K- 6.25% |
$33.7M - $36.6M
|
11.9M
$545M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-823K- 3.45% |
$35.1M - $38.1M
|
23M
$1.06B
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-914K- 10.64% |
$38.9M - $42.3M
|
7.68M
$353M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.04M- 11.75% |
$44.5M - $48.3M
|
7.84M
$360M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.7M- 40.49% |
$72.5M - $78.8M
|
2.5M
$115M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.52M- 59.39% |
$107M - $117M
|
1.72M
$79.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-4.12M- 20.09% |
$175M - $190M
|
16.4M
$752M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.53M- 23.75% |
$193M - $210M
|
14.6M
$669M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.38M- 36.93% |
$229M - $249M
|
9.18M
$422M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.21M- 5.83% |
$265M - $287M
|
100M
$4.61B
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.86M- 42.78% |
$378M - $410M
|
11.9M
$545M
|