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
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
126KNew |
$5.66M - $5.92M
|
126K
$5.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
121K+ 63.16% |
$5.46M - $5.7M
|
313K
$14.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
117K+ 4.56% |
$5.29M - $5.53M
|
2.69M
$124M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
113K+ 51.8% |
$5.1M - $5.33M
|
332K
$15.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
108K+ 265.07% |
$4.85M - $5.07M
|
148K
$6.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
104K+ 3.6% |
$4.7M - $4.91M
|
3M
$138M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
101K+ 10.88% |
$4.54M - $4.75M
|
1.03M
$47.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
101K+ 310.01% |
$4.53M - $4.73M
|
133K
$6.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
97.5K+ 3.94% |
$4.39M - $4.59M
|
2.57M
$118M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
93.4KNew |
$4.21M - $4.4M
|
93.4K
$4.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
85.5K+ 6.49% |
$3.85M - $4.03M
|
1.4M
$64.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
83.6K+ 198.4% |
$3.77M - $3.94M
|
126K
$5.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
81.1K+ 16.13% |
$3.65M - $3.82M
|
584K
$26.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
80.9K+ 36.63% |
$3.64M - $3.81M
|
302K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
80.5KNew |
$3.63M - $3.79M
|
80.5K
$3.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
78.3K+ 135020.69% |
$3.53M - $3.69M
|
78.4K
$3.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
77.6K+ 5.09% |
$3.5M - $3.66M
|
1.6M
$73.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
74.6K+ 609.11% |
$3.36M - $3.51M
|
86.8K
$3.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
73.3K+ 7.38% |
$3.3M - $3.45M
|
1.07M
$49M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
72.7K+ 13.83% |
$3.28M - $3.43M
|
599K
$27.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
68.4KNew |
$3.08M - $3.22M
|
68.4K
$3.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
67.8K+ 24.65% |
$3.06M - $3.19M
|
343K
$15.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
67.8K+ 10.63% |
$3.05M - $3.19M
|
705K
$32.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
65.7KNew |
$2.96M - $3.09M
|
65.7K
$3.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
65.5KNew |
$2.95M - $3.09M
|
65.5K
$3.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65.2K+ 1.66% |
$2.94M - $3.07M
|
4M
$184M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
62.2KNew |
$2.8M - $2.93M
|
62.2K
$2.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
62.1K+ 5.38% |
$2.8M - $2.92M
|
1.22M
$55.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
60.8KNew |
$2.74M - $2.86M
|
60.8K
$2.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
60.7KNew |
$2.74M - $2.86M
|
60.7K
$2.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
59.6K+ 27.51% |
$2.69M - $2.81M
|
276K
$12.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
58.4KNew |
$2.63M - $2.75M
|
58.4K
$2.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
55.6K+ 30.23% |
$2.51M - $2.62M
|
240K
$11M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
55.3KNew |
$2.49M - $2.6M
|
55.3K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
54.6K+ 6.43% |
$2.46M - $2.57M
|
903K
$41.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
53K+ 5.89% |
$2.39M - $2.49M
|
952K
$43.7M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
48.7K+ 14.18% |
$2.19M - $2.29M
|
392K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
48.5K+ 571.27% |
$2.19M - $2.28M
|
57K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
47.1KNew |
$2.12M - $2.22M
|
47.1K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
46.4KNew |
$2.09M - $2.19M
|
46.4K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
46.1K+ 3.92% |
$2.08M - $2.17M
|
1.22M
$56.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
45.7KNew |
$2.06M - $2.15M
|
45.7K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
45.6K+ 4077.91% |
$2.05M - $2.15M
|
46.7K
$2.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
45K+ 23.05% |
$2.03M - $2.12M
|
240K
$11M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
43.5K+ 33.41% |
$1.96M - $2.05M
|
174K
$7.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
41.9K+ 15.79% |
$1.89M - $1.97M
|
307K
$14.1M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
40.4KNew |
$1.82M - $1.9M
|
40.4K
$1.85M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
40KNew |
$1.8M - $1.88M
|
40K
$1.84M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
38.9KNew |
$1.75M - $1.83M
|
38.9K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
38.9K+ 2951.03% |
$1.75M - $1.83M
|
40.2K
$1.85M
|