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 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
37.1K+ 17.44% |
$1.58M - $1.71M
|
250K
$11.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
37K+ 19.93% |
$1.58M - $1.71M
|
223K
$10.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
35.5K+ 9.94% |
$1.51M - $1.64M
|
392K
$18M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
34K+ 205.0% |
$1.45M - $1.57M
|
50.6K
$2.33M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
33.3KNew |
$1.42M - $1.54M
|
33.3K
$1.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
33.2KNew |
$1.41M - $1.53M
|
33.2K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
32.1K+ 208.89% |
$1.37M - $1.48M
|
47.4K
$2.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
31.7K+ 66.82% |
$1.35M - $1.47M
|
79.2K
$3.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
31.3KNew |
$1.33M - $1.45M
|
31.3K
$1.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
31.2K+ 27.71% |
$1.33M - $1.44M
|
144K
$6.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
30.7K+ 6.96% |
$1.31M - $1.42M
|
471K
$21.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
30.6KNew |
$1.3M - $1.41M
|
30.6K
$1.41M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
30K+ 132.02% |
$1.28M - $1.39M
|
52.7K
$2.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
29.1K+ 112.8% |
$1.24M - $1.34M
|
54.8K
$2.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
28.3K+ 133.55% |
$1.2M - $1.31M
|
49.5K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
27.5KNew |
$1.17M - $1.27M
|
27.5K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
BUY
|
- |
26.8KNew |
$1.14M - $1.24M
|
26.8K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
26.8KNew |
$1.14M - $1.24M
|
26.8K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.6K+ 0.8% |
$1.13M - $1.23M
|
3.36M
$154M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
26.4K+ 39.14% |
$1.13M - $1.22M
|
93.9K
$4.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
25.7K+ 20.72% |
$1.1M - $1.19M
|
150K
$6.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
25.4K+ 20.54% |
$1.08M - $1.17M
|
149K
$6.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
24.8K+ 23.45% |
$1.06M - $1.15M
|
131K
$6.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
24.2K+ 23.16% |
$1.03M - $1.12M
|
129K
$5.92M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
24KNew |
$1.02M - $1.11M
|
24K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
23.7K+ 34925.0% |
$1.01M - $1.1M
|
23.8K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
23K+ 19.73% |
$978K - $1.06M
|
139K
$6.4M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
22.7K+ 66.48% |
$968K - $1.05M
|
56.9K
$2.61M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
22.6KNew |
$961K - $1.04M
|
22.6K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
22.4KNew |
$955K - $1.04M
|
22.4K
$1.03M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
22.2KNew |
$947K - $1.03M
|
22.2K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
22.1KNew |
$943K - $1.02M
|
22.1K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
22K+ 187.44% |
$939K - $1.02M
|
33.8K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
21.8K+ 1379.66% |
$927K - $1.01M
|
23.3K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
21.1KNew |
$898K - $975K
|
21.1K
$969K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
20.5K+ 407.72% |
$872K - $947K
|
25.5K
$1.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.1KNew |
$854K - $927K
|
20.1K
$921K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
19.6K+ 288.0% |
$836K - $908K
|
26.4K
$1.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
19.5K+ 12.22% |
$832K - $904K
|
179K
$8.24M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
19.5KNew |
$830K - $901K
|
19.5K
$896K
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
19.5KNew |
$830K - $901K
|
19.5K
$895K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
18.4K+ 6.17% |
$782K - $849K
|
316K
$14.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
17.7KNew |
$754K - $819K
|
17.7K
$814K
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
17.6K+ 9.01% |
$749K - $813K
|
213K
$9.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
17.5K+ 13.34% |
$745K - $809K
|
149K
$6.83M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
17.3KNew |
$737K - $800K
|
17.3K
$795K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
15.6K+ 49.75% |
$666K - $723K
|
47K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
15.5K+ 53.01% |
$659K - $716K
|
44.7K
$2.05M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
15.4KNew |
$658K - $714K
|
15.4K
$710K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
15.3K+ 184.28% |
$652K - $707K
|
23.6K
$1.08M
|