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 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-6.46K- 24.65% |
$291K - $304K
|
19.7K
$907K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-6.59K- 10.19% |
$297K - $310K
|
58K
$2.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.59K- 12.54% |
$297K - $310K
|
46K
$2.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-7.01K- 25.05% |
$316K - $330K
|
21K
$964K
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-7.17K- 9.99% |
$323K - $338K
|
64.6K
$2.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-7.45K- 13.1% |
$336K - $351K
|
49.4K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.46K- 30.69% |
$336K - $351K
|
16.8K
$774K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.46K- 7.38% |
$336K - $352K
|
93.6K
$4.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.76K- 11.2% |
$350K - $365K
|
61.5K
$2.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-7.76K- 10.53% |
$350K - $365K
|
65.9K
$3.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-7.76K- 20.12% |
$350K - $366K
|
30.8K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-7.93K- 11.0% |
$357K - $374K
|
64.2K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.98K- 5.21% |
$359K - $376K
|
145K
$6.66M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-8.35K- 15.71% |
$376K - $393K
|
44.8K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-8.6K- 16.84% |
$387K - $405K
|
42.5K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-9.39K- 46.17% |
$423K - $442K
|
10.9K
$503K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-9.58K- 34.85% |
$432K - $451K
|
17.9K
$822K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.6K- 4.89% |
$433K - $452K
|
187K
$8.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-9.72K- 4.0% |
$438K - $458K
|
233K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-10.4K- 3.21% |
$467K - $488K
|
312K
$14.4M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.4K- 14.77% |
$469K - $491K
|
60.1K
$2.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-10.7K- 2.53% |
$484K - $506K
|
414K
$19M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-10.9K- 4.16% |
$492K - $514K
|
252K
$11.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-11.6K- 24.1% |
$523K - $546K
|
36.5K
$1.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-11.6K- 5.12% |
$524K - $548K
|
215K
$9.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-11.7K- 7.8% |
$527K - $550K
|
138K
$6.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-12.4K- 2.55% |
$558K - $583K
|
473K
$21.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-12.7K- 19.42% |
$574K - $600K
|
52.8K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-12.8K- 21.94% |
$577K - $603K
|
45.6K
$2.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-13.3K- 14.87% |
$598K - $625K
|
75.9K
$3.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-13.4K- 13.78% |
$606K - $633K
|
84.1K
$3.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-14.1K- 1.95% |
$633K - $662K
|
707K
$32.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-14.6K- 8.4% |
$659K - $689K
|
159K
$7.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.9K- 4.46% |
$673K - $703K
|
320K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-15.5K- 8.3% |
$700K - $732K
|
172K
$7.89M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-15.9K- 6.05% |
$716K - $748K
|
247K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-16K- 4.88% |
$720K - $752K
|
312K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.4K- 30.02% |
$740K - $774K
|
38.3K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-17K- 19.06% |
$766K - $800K
|
72.1K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-17.8K- 18.23% |
$803K - $839K
|
79.9K
$3.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.1K- 54.26% |
$817K - $854K
|
15.3K
$703K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-18.2K- 43.41% |
$820K - $856K
|
23.7K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-18.2K- 4.57% |
$822K - $859K
|
381K
$17.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-18.5K- 5.64% |
$836K - $873K
|
310K
$14.3M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-19K- 69.01% |
$858K - $896K
|
8.55K
$393K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-19.1K- 35.26% |
$859K - $898K
|
35K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-19.2K- 16.79% |
$867K - $906K
|
95.4K
$4.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-23.1K- 49.97% |
$1.04M - $1.09M
|
23.1K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-24.3K- 11.63% |
$1.1M - $1.14M
|
185K
$8.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-25.1K- 31.16% |
$1.13M - $1.18M
|
55.4K
$2.55M
|