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 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
38K+ 26.03% |
$1.71M - $1.79M
|
184K
$8.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
37.6K+ 13.56% |
$1.7M - $1.77M
|
315K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
37.3K+ 2.08% |
$1.68M - $1.76M
|
1.83M
$84M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
37.3KNew |
$1.68M - $1.76M
|
37.3K
$1.71M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
36.2KNew |
$1.63M - $1.7M
|
36.2K
$1.66M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
33.1KNew |
$1.49M - $1.56M
|
33.1K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
32.7K+ 8.68% |
$1.47M - $1.54M
|
409K
$18.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
32.7K+ 49.32% |
$1.47M - $1.54M
|
98.9K
$4.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
30.6K+ 86.7% |
$1.38M - $1.44M
|
65.8K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
29.5KNew |
$1.33M - $1.39M
|
29.5K
$1.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
29K+ 5.76% |
$1.31M - $1.36M
|
532K
$24.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
27.8KNew |
$1.25M - $1.31M
|
27.8K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
27.1K+ 43.97% |
$1.22M - $1.28M
|
88.6K
$4.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
27KNew |
$1.22M - $1.27M
|
27K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
25.2K+ 19.54% |
$1.14M - $1.19M
|
154K
$7.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
25.1K+ 72.42% |
$1.13M - $1.18M
|
59.9K
$2.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
25K+ 186.07% |
$1.13M - $1.18M
|
38.5K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
24.7K+ 30.14% |
$1.11M - $1.16M
|
106K
$4.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
23.9K+ 32.24% |
$1.08M - $1.12M
|
97.9K
$4.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
23.7K+ 97.8% |
$1.07M - $1.11M
|
47.8K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
23.5K+ 17.26% |
$1.06M - $1.11M
|
160K
$7.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
23.5K+ 10.06% |
$1.06M - $1.11M
|
257K
$11.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
23.2K+ 3.38% |
$1.04M - $1.09M
|
708K
$32.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
23.1K+ 11.96% |
$1.04M - $1.09M
|
216K
$9.95M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
22.9K+ 621.6% |
$1.03M - $1.08M
|
26.6K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
22.7KNew |
$1.03M - $1.07M
|
22.7K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
22.6KNew |
$1.02M - $1.06M
|
22.6K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
22.2KNew |
$999K - $1.04M
|
22.2K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22K+ 17.88% |
$993K - $1.04M
|
145K
$6.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
22K+ 1.55% |
$991K - $1.04M
|
1.44M
$66.1M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22K+ 9.1% |
$991K - $1.04M
|
263K
$12.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
21.7KNew |
$979K - $1.02M
|
21.7K
$998K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
20.4K+ 4.45% |
$919K - $960K
|
479K
$22M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
20.3KNew |
$914K - $955K
|
20.3K
$932K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
19.9K+ 3.62% |
$896K - $936K
|
568K
$26.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
19.3KNew |
$871K - $910K
|
19.3K
$888K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
19.1K+ 77.41% |
$860K - $899K
|
43.7K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19.1K+ 112.16% |
$859K - $898K
|
36.1K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
18.3KNew |
$823K - $860K
|
18.3K
$839K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
18KNew |
$811K - $848K
|
18K
$827K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
17.4KNew |
$784K - $819K
|
17.4K
$799K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
17K+ 1.94% |
$765K - $800K
|
891K
$40.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.9K+ 136.36% |
$764K - $798K
|
29.4K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16.9K+ 2.22% |
$760K - $794K
|
777K
$35.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
16.7K+ 20.27% |
$751K - $784K
|
98.8K
$4.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
16.6KNew |
$749K - $783K
|
16.6K
$763K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
16.2K+ 43.94% |
$732K - $765K
|
53.2K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15.5KNew |
$698K - $729K
|
15.5K
$712K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.3K+ 9.01% |
$690K - $721K
|
185K
$8.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
14.6KNew |
$659K - $689K
|
14.6K
$672K
|