Purchases and Sales Made in Q4 2024 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 2024. 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 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.22K- 10.38% |
$99.9K - $104K
|
19.2K
$880K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.22K- 27.57% |
$100K - $104K
|
5.83K
$268K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-2.38K- 10.45% |
$107K - $112K
|
20.4K
$938K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.47K- 23.67% |
$111K - $116K
|
7.97K
$366K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.55K- 4.86% |
$115K - $120K
|
49.8K
$2.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2.55K- 11.07% |
$115K - $120K
|
20.5K
$943K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.61K- 22.07% |
$118K - $123K
|
9.22K
$424K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.64K- 14.8% |
$119K - $124K
|
15.2K
$697K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-2.71K- 12.69% |
$122K - $127K
|
18.6K
$855K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-2.88K- 3.44% |
$130K - $136K
|
80.9K
$3.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.92K- 7.54% |
$132K - $138K
|
35.9K
$1.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-3.02K- 4.05% |
$136K - $142K
|
71.6K
$3.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3.19K- 30.48% |
$144K - $150K
|
7.28K
$334K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.3K- 10.31% |
$149K - $156K
|
28.7K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-3.33K- 4.38% |
$150K - $157K
|
72.8K
$3.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.36K- 28.11% |
$151K - $158K
|
8.59K
$395K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-3.36K- 21.35% |
$152K - $158K
|
12.4K
$569K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3.49K- 30.1% |
$157K - $165K
|
8.11K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.5K- 22.73% |
$158K - $165K
|
11.9K
$547K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.54K- 3.26% |
$160K - $167K
|
105K
$4.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.58K- 4.46% |
$161K - $168K
|
76.7K
$3.52M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-3.67K- 32.71% |
$166K - $173K
|
7.56K
$347K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.7K- 1.96% |
$167K - $174K
|
185K
$8.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.86K- 9.13% |
$174K - $182K
|
38.3K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.01K- 20.92% |
$181K - $189K
|
15.2K
$697K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-4.03K- 10.23% |
$182K - $190K
|
35.4K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-4.05K- 4.18% |
$183K - $191K
|
92.9K
$4.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.19K- 99.81% |
$189K - $198K
|
8
$368
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-4.39K- 24.36% |
$198K - $207K
|
13.6K
$626K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-4.45K- 10.77% |
$200K - $210K
|
36.9K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-4.57K- 3.34% |
$206K - $215K
|
132K
$6.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-4.62K- 34.64% |
$208K - $218K
|
8.72K
$401K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-4.71K- 2.07% |
$212K - $222K
|
223K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-4.8K- 7.1% |
$216K - $226K
|
62.8K
$2.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.86K- 3.54% |
$219K - $229K
|
132K
$6.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.87K- 10.83% |
$219K - $229K
|
40.1K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.93K- 29.48% |
$222K - $232K
|
11.8K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.98K- 10.53% |
$224K - $234K
|
42.3K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-4.99K- 38.41% |
$225K - $235K
|
8K
$368K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.02K- 26.69% |
$226K - $237K
|
13.8K
$634K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.14K- 27.29% |
$232K - $242K
|
13.7K
$629K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.2K- 18.2% |
$234K - $245K
|
23.3K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-5.46K- 11.11% |
$246K - $257K
|
43.7K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-5.47K- 16.19% |
$246K - $258K
|
28.3K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-5.49K- 9.31% |
$248K - $259K
|
53.5K
$2.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-5.78K- 8.83% |
$261K - $272K
|
59.7K
$2.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-5.9K- 2.91% |
$266K - $278K
|
197K
$9.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.92K- 37.11% |
$267K - $279K
|
10K
$461K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-6.02K- 11.7% |
$271K - $283K
|
45.4K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.34K- 9.68% |
$286K - $299K
|
59.2K
$2.72M
|