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 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-100K- 8.96% |
$4.52M - $4.72M
|
1.02M
$46.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-101K- 13.13% |
$4.55M - $4.75M
|
667K
$30.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-105K- 37.98% |
$4.72M - $4.93M
|
171K
$7.86M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-111K- 17.37% |
$4.99M - $5.21M
|
527K
$24.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-111K- 74.05% |
$5M - $5.22M
|
38.9K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-113K- 18.63% |
$5.09M - $5.32M
|
493K
$22.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-128K- 12.52% |
$5.79M - $6.05M
|
897K
$41.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-128K- 20.08% |
$5.79M - $6.05M
|
511K
$23.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-133K- 3.93% |
$5.98M - $6.25M
|
3.24M
$149M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-141K- 13.71% |
$6.35M - $6.64M
|
886K
$40.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-142K- 8.35% |
$6.4M - $6.69M
|
1.56M
$71.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-142K- 20.26% |
$6.41M - $6.7M
|
560K
$25.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-156K- 21.14% |
$7.03M - $7.35M
|
582K
$26.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-165K- 7.15% |
$7.42M - $7.75M
|
2.14M
$98.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-169K- 85.87% |
$7.64M - $7.98M
|
27.9K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-180K- 12.52% |
$8.1M - $8.46M
|
1.25M
$57.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-186K- 90.46% |
$8.36M - $8.74M
|
19.6K
$899K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-187K- 19.34% |
$8.42M - $8.8M
|
780K
$35.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-187K- 14.54% |
$8.43M - $8.81M
|
1.1M
$50.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-194K- 53.51% |
$8.73M - $9.12M
|
168K
$7.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-210K- 61.04% |
$9.48M - $9.91M
|
134K
$6.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-220K- 18.17% |
$9.9M - $10.3M
|
989K
$45.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-229K- 7.25% |
$10.3M - $10.8M
|
2.93M
$135M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-233K- 7.57% |
$10.5M - $11M
|
2.84M
$131M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-249K- 30.09% |
$11.2M - $11.7M
|
577K
$26.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-266K- 18.13% |
$12M - $12.5M
|
1.2M
$55.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-268K- 11.01% |
$12.1M - $12.6M
|
2.17M
$99.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-274K- 13.43% |
$12.3M - $12.9M
|
1.77M
$81.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-312K- 67.93% |
$14.1M - $14.7M
|
147K
$6.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-329K- 27.25% |
$14.8M - $15.5M
|
878K
$40.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-335K- 3.11% |
$15.1M - $15.8M
|
10.4M
$480M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-389K- 9.89% |
$17.5M - $18.3M
|
3.54M
$163M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-435K- 13.03% |
$19.6M - $20.5M
|
2.9M
$133M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-467K- 10.11% |
$21.1M - $22M
|
4.15M
$191M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-467K- 58.6% |
$21.1M - $22M
|
330K
$15.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-556K- 6.58% |
$25.1M - $26.2M
|
7.9M
$363M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-670K- 11.45% |
$30.2M - $31.5M
|
5.18M
$238M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-824K- 9.65% |
$37.1M - $38.8M
|
7.72M
$355M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-964K- 89.07% |
$43.4M - $45.4M
|
118K
$5.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.17M- 12.12% |
$52.9M - $55.3M
|
8.51M
$391M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.6M- 12.8% |
$72.1M - $75.4M
|
10.9M
$501M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.33M- 9.78% |
$105M - $110M
|
21.4M
$985M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.44M- 11.46% |
$110M - $115M
|
18.9M
$868M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.59M- 12.49% |
$117M - $122M
|
18.1M
$833M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-4.28M- 97.79% |
$193M - $202M
|
96.9K
$4.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.9M- 11.25% |
$807M - $843M
|
141M
$6.48B
|