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 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6.83KNew |
$308K - $322K
|
6.83K
$314K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
6.82KNew |
$308K - $321K
|
6.82K
$314K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
6.8K+ 5.17% |
$307K - $320K
|
138K
$6.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
6.67KNew |
$300K - $314K
|
6.67K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
6.56KNew |
$295K - $309K
|
6.56K
$301K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
6.36K+ 2.98% |
$287K - $299K
|
220K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
6.12K+ 2.56% |
$276K - $288K
|
246K
$11.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
6.04K+ 2.53% |
$272K - $284K
|
245K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.97K+ 20.23% |
$269K - $281K
|
35.5K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.96K+ 235.02% |
$269K - $281K
|
8.5K
$390K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.84KNew |
$263K - $275K
|
5.84K
$268K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
5.83K+ 41.42% |
$263K - $274K
|
19.9K
$914K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.81K+ 9.75% |
$262K - $274K
|
65.4K
$3.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.81K+ 32.73% |
$262K - $274K
|
23.6K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
5.69K+ 0.86% |
$256K - $268K
|
670K
$30.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.62K+ 2.45% |
$253K - $265K
|
235K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.56K+ 1.67% |
$250K - $262K
|
339K
$15.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.5KNew |
$248K - $259K
|
5.5K
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
5.37KNew |
$242K - $253K
|
5.37K
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
5.36KNew |
$242K - $252K
|
5.36K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
5.35KNew |
$241K - $252K
|
5.35K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
5.11K+ 2.77% |
$230K - $241K
|
190K
$8.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
4.91KNew |
$221K - $231K
|
4.91K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.77KNew |
$215K - $225K
|
4.77K
$219K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4.69KNew |
$211K - $221K
|
4.69K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.62KNew |
$208K - $218K
|
4.62K
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.61KNew |
$208K - $217K
|
4.61K
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
4.58KNew |
$206K - $216K
|
4.58K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
4.57KNew |
$206K - $215K
|
4.57K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.54KNew |
$205K - $214K
|
4.54K
$209K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
4.44K+ 2.86% |
$200K - $209K
|
160K
$7.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.43KNew |
$200K - $209K
|
4.43K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.16KNew |
$187K - $196K
|
4.16K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.07K+ 20.31% |
$184K - $192K
|
24.1K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4.02K+ 13.24% |
$181K - $189K
|
34.4K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.01K+ 1.46% |
$181K - $189K
|
278K
$12.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.89KNew |
$175K - $183K
|
3.89K
$179K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.89K+ 28.17% |
$175K - $183K
|
17.7K
$812K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.81K+ 27.35% |
$171K - $179K
|
17.7K
$814K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.78K+ 0.55% |
$170K - $178K
|
695K
$31.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.64K+ 4.0% |
$164K - $171K
|
94.5K
$4.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.61K+ 52.15% |
$163K - $170K
|
10.5K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3.46K+ 10.74% |
$156K - $163K
|
35.6K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.39K+ 5.44% |
$153K - $160K
|
65.7K
$3.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
3.27KNew |
$147K - $154K
|
3.27K
$150K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.98K+ 19.78% |
$134K - $140K
|
18K
$829K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.81K+ 13.0% |
$127K - $133K
|
24.5K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.72K+ 8.4% |
$123K - $128K
|
35.1K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.7KNew |
$122K - $127K
|
2.7K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.67KNew |
$120K - $126K
|
2.67K
$123K
|