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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-1.12K- 14.06% |
$47.8K - $51.8K
|
6.85K
$315K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.14K- 18.02% |
$48.6K - $52.8K
|
5.2K
$239K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.19K- 1.69% |
$50.7K - $55.1K
|
69.2K
$3.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.23K- 7.38% |
$52.4K - $56.9K
|
15.4K
$709K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.29K- 8.32% |
$54.9K - $59.6K
|
14.2K
$652K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.32K- 15.13% |
$56.4K - $61.2K
|
7.43K
$341K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.35K- 98.4% |
$57.5K - $62.4K
|
22
$1.01K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.36K- 63.07% |
$58K - $62.9K
|
797
$36.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.36K- 19.18% |
$58.1K - $63K
|
5.75K
$264K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.46K- 0.98% |
$62.2K - $67.5K
|
148K
$6.8M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.48K- 86.89% |
$63.2K - $68.6K
|
224
$10.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.51K- 24.15% |
$64.2K - $69.7K
|
4.73K
$217K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.54K- 14.77% |
$65.8K - $71.4K
|
8.91K
$409K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.57K- 26.46% |
$66.7K - $72.4K
|
4.35K
$200K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 18.6% |
$67.3K - $73K
|
6.91K
$318K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.59K- 8.47% |
$67.8K - $73.6K
|
17.2K
$790K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 6.59% |
$69.5K - $75.5K
|
23.2K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.68K- 19.12% |
$71.4K - $77.5K
|
7.09K
$326K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.68K- 17.22% |
$71.7K - $77.8K
|
8.08K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.74K- 0.9% |
$74.2K - $80.6K
|
192K
$8.8M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.77K- 11.55% |
$75.4K - $81.8K
|
13.5K
$622K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-1.83K- 1.23% |
$78K - $84.7K
|
147K
$6.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.84K- 31.75% |
$78.5K - $85.2K
|
3.96K
$182K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.92K- 14.64% |
$81.8K - $88.8K
|
11.2K
$515K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.99K- 4.86% |
$84.6K - $91.9K
|
38.9K
$1.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.99K- 14.32% |
$84.9K - $92.2K
|
11.9K
$548K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-2.01K- 0.83% |
$85.6K - $93K
|
239K
$11M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.01K- 8.71% |
$85.7K - $93.1K
|
21.1K
$969K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.06K- 8.59% |
$87.6K - $95.1K
|
21.9K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-2.07K- 9.77% |
$88K - $95.6K
|
19.1K
$877K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.1K- 7.94% |
$89.3K - $96.9K
|
24.3K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.15K- 5.09% |
$91.5K - $99.3K
|
40.1K
$1.84M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.31K- 3.54% |
$98.4K - $107K
|
62.9K
$2.89M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 30.36% |
$102K - $111K
|
5.52K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.47K- 11.53% |
$105K - $114K
|
19K
$872K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.5K- 8.89% |
$107K - $116K
|
25.6K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.58K- 0.43% |
$110K - $119K
|
598K
$27.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.61K- 4.45% |
$111K - $121K
|
56K
$2.57M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.7K- 19.0% |
$115K - $125K
|
11.5K
$528K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.84K- 8.23% |
$121K - $131K
|
31.6K
$1.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-3.01K- 14.45% |
$128K - $139K
|
17.8K
$818K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.02K- 11.94% |
$129K - $140K
|
22.2K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.21K- 20.7% |
$137K - $149K
|
12.3K
$566K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.68K- 16.21% |
$157K - $170K
|
19K
$874K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.7K- 1.9% |
$158K - $171K
|
191K
$8.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.91K- 0.81% |
$166K - $181K
|
480K
$22.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-3.97K- 16.2% |
$169K - $184K
|
20.5K
$944K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4K- 21.72% |
$170K - $185K
|
14.4K
$663K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4.14K- 30.67% |
$176K - $191K
|
9.35K
$429K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-4.24K- 8.99% |
$180K - $196K
|
42.9K
$1.97M
|