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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-25.3K- 6.52% |
$1.14M - $1.19M
|
363K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-26K- 14.48% |
$1.17M - $1.22M
|
153K
$7.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-26.1K- 18.35% |
$1.18M - $1.23M
|
116K
$5.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-27.9K- 10.98% |
$1.26M - $1.31M
|
226K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-28.4K- 55.94% |
$1.28M - $1.34M
|
22.4K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-29.9K- 47.77% |
$1.35M - $1.41M
|
32.7K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-31.3K- 4.86% |
$1.41M - $1.47M
|
612K
$28.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-31.5K- 20.89% |
$1.42M - $1.48M
|
119K
$5.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-32K- 38.07% |
$1.44M - $1.51M
|
52K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-37.3K- 7.96% |
$1.68M - $1.76M
|
431K
$19.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-37.9K- 29.51% |
$1.71M - $1.79M
|
90.6K
$4.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-39.1K- 15.41% |
$1.76M - $1.84M
|
215K
$9.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-39.8K- 1.31% |
$1.79M - $1.87M
|
3.01M
$138M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-40K- 27.07% |
$1.8M - $1.89M
|
108K
$4.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-40.3K- 29.44% |
$1.82M - $1.9M
|
96.6K
$4.44M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-41.4K- 9.29% |
$1.86M - $1.95M
|
404K
$18.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-42.7K- 5.87% |
$1.93M - $2.01M
|
685K
$31.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-43.6K- 7.37% |
$1.96M - $2.05M
|
548K
$25.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-44.7K- 7.47% |
$2.01M - $2.1M
|
553K
$25.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-45.1K- 19.4% |
$2.03M - $2.13M
|
187K
$8.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-45.2K- 22.64% |
$2.04M - $2.13M
|
154K
$7.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-46.9K- 9.24% |
$2.11M - $2.21M
|
461K
$21.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-47.7K- 34.04% |
$2.15M - $2.25M
|
92.4K
$4.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-49.6K- 45.39% |
$2.24M - $2.34M
|
59.7K
$2.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-49.9K- 9.01% |
$2.25M - $2.35M
|
504K
$23.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-52.4K- 19.87% |
$2.36M - $2.47M
|
211K
$9.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-52.4K- 7.39% |
$2.36M - $2.47M
|
656K
$30.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-53.6K- 84.11% |
$2.41M - $2.52M
|
10.1K
$465K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-54.3K- 18.35% |
$2.45M - $2.56M
|
241K
$11.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-54.8K- 16.37% |
$2.47M - $2.58M
|
280K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55.3K- 8.0% |
$2.49M - $2.61M
|
636K
$29.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-55.6K- 48.15% |
$2.51M - $2.62M
|
59.9K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-56K- 52.05% |
$2.52M - $2.64M
|
51.6K
$2.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-56.7K- 41.33% |
$2.55M - $2.67M
|
80.4K
$3.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-64.2K- 77.57% |
$2.89M - $3.02M
|
18.6K
$854K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-64.5K- 17.74% |
$2.91M - $3.04M
|
299K
$13.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-68.1K- 7.1% |
$3.07M - $3.21M
|
890K
$40.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-76.8K- 4.62% |
$3.46M - $3.62M
|
1.59M
$72.9M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-77.7K- 24.21% |
$3.5M - $3.66M
|
243K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-81.5K- 12.74% |
$3.67M - $3.84M
|
558K
$25.6M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-83.4K- 8.44% |
$3.76M - $3.93M
|
905K
$41.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-85.4K- 83.22% |
$3.85M - $4.02M
|
17.2K
$791K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-85.9K- 57.37% |
$3.87M - $4.04M
|
63.8K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-88.9K- 5.68% |
$4M - $4.18M
|
1.47M
$67.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-92.3K- 11.95% |
$4.16M - $4.35M
|
680K
$31.3M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-93.3K- 11.72% |
$4.21M - $4.39M
|
703K
$32.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-93.3K- 34.45% |
$4.21M - $4.4M
|
178K
$8.16M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-97.3K- 56.41% |
$4.38M - $4.58M
|
75.2K
$3.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-99.3K- 88.97% |
$4.47M - $4.68M
|
12.3K
$565K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-100K- 83.83% |
$4.52M - $4.72M
|
19.3K
$888K
|