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 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14.5K+ 12.64% |
$656K - $685K
|
130K
$5.96M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.4KNew |
$650K - $679K
|
14.4K
$663K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
14.3K+ 12.29% |
$645K - $674K
|
131K
$6.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.1K+ 11.53% |
$634K - $662K
|
136K
$6.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
13.9K+ 13.66% |
$629K - $657K
|
116K
$5.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
13.8K+ 3.29% |
$622K - $650K
|
432K
$19.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
13.4KNew |
$606K - $633K
|
13.4K
$618K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
13.4K+ 3.9% |
$606K - $633K
|
358K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
13.2K+ 4.79% |
$597K - $624K
|
290K
$13.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
13.2KNew |
$597K - $623K
|
13.2K
$608K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
13.1KNew |
$591K - $617K
|
13.1K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
12.8K+ 268.16% |
$576K - $602K
|
17.6K
$806K
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
12.7KNew |
$572K - $598K
|
12.7K
$583K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
12.5K+ 20.56% |
$565K - $591K
|
73.6K
$3.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.3K+ 129.22% |
$556K - $581K
|
21.9K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
11.9K+ 166.03% |
$535K - $559K
|
19K
$875K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
11.8KNew |
$532K - $556K
|
11.8K
$543K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.7K+ 17.83% |
$528K - $552K
|
77.5K
$3.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.4K+ 0.43% |
$514K - $537K
|
2.63M
$121M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
11.2K+ 62.92% |
$506K - $528K
|
29K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11KNew |
$496K - $518K
|
11K
$505K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.8K+ 11.66% |
$489K - $511K
|
104K
$4.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
10.4K+ 19.99% |
$471K - $492K
|
62.7K
$2.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
10.4K+ 21.36% |
$471K - $492K
|
59.4K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.4K+ 6.39% |
$470K - $491K
|
174K
$7.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 18.27% |
$470K - $491K
|
67.4K
$3.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
10.3KNew |
$464K - $485K
|
10.3K
$473K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10.3K+ 13.23% |
$463K - $483K
|
87.8K
$4.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.1K+ 8.63% |
$455K - $475K
|
127K
$5.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
10KNew |
$452K - $473K
|
10K
$461K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.99K+ 67.21% |
$450K - $470K
|
24.8K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.22K+ 11.44% |
$415K - $434K
|
89.8K
$4.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
8.94KNew |
$403K - $421K
|
8.94K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
8.91KNew |
$402K - $420K
|
8.91K
$410K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.69K+ 195.06% |
$392K - $409K
|
13.1K
$604K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
8.56KNew |
$386K - $403K
|
8.56K
$393K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.55K+ 3.98% |
$385K - $403K
|
223K
$10.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
8.32KNew |
$375K - $392K
|
8.32K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.24KNew |
$372K - $388K
|
8.24K
$379K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8.03K+ 39.32% |
$362K - $378K
|
28.5K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
8.01K+ 3.85% |
$361K - $377K
|
216K
$9.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.74KNew |
$349K - $365K
|
7.74K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.37KNew |
$332K - $347K
|
7.37K
$339K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.28KNew |
$328K - $343K
|
7.28K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
7.25K+ 7.88% |
$327K - $341K
|
99.2K
$4.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.2K+ 24.85% |
$325K - $339K
|
36.2K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
7.11KNew |
$320K - $335K
|
7.11K
$327K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6.99KNew |
$315K - $329K
|
6.99K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.96K+ 68.13% |
$313K - $328K
|
17.2K
$789K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.92K+ 57.09% |
$312K - $326K
|
19K
$875K
|