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
|
Mai Capital Management
|
BUY
|
- |
2.67KNew |
$120K - $126K
|
2.67K
$123K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.52K+ 15.82% |
$114K - $119K
|
18.4K
$848K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.48K+ 4.42% |
$112K - $117K
|
58.6K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.47K+ 3.82% |
$111K - $116K
|
67.1K
$3.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.45K+ 12.13% |
$110K - $115K
|
22.6K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.4K+ 14.03% |
$108K - $113K
|
19.5K
$896K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.38K+ 8.87% |
$107K - $112K
|
29.2K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.28K+ 14.96% |
$103K - $107K
|
17.5K
$805K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2.15KNew |
$96.7K - $101K
|
2.15K
$98.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.12K+ 21.16% |
$95.5K - $99.8K
|
12.1K
$557K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.08KNew |
$93.8K - $98.1K
|
2.08K
$95.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.01K+ 8.5% |
$90.7K - $94.8K
|
25.7K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2K+ 8.68% |
$90K - $94.1K
|
25K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.92K+ 6.06% |
$86.4K - $90.3K
|
33.6K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.85K+ 1.57% |
$83.4K - $87.1K
|
120K
$5.51M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.84K+ 2.95% |
$83K - $86.7K
|
64.3K
$2.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.84K+ 5.49% |
$82.7K - $86.5K
|
35.3K
$1.62M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.75KNew |
$79.1K - $82.6K
|
1.75K
$80.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.74KNew |
$78.2K - $81.7K
|
1.74K
$79.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.72KNew |
$77.4K - $80.9K
|
1.72K
$78.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.7K+ 36.33% |
$76.8K - $80.2K
|
6.39K
$294K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.68K+ 1.27% |
$75.9K - $79.3K
|
134K
$6.15M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.66KNew |
$74.7K - $78K
|
1.66K
$76.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.6K+ 25.5% |
$72.1K - $75.4K
|
7.87K
$362K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.6K+ 1.77% |
$72.1K - $75.3K
|
92.1K
$4.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.55K+ 2.91% |
$69.9K - $73.1K
|
54.8K
$2.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.51K+ 120.48% |
$68.1K - $71.2K
|
2.77K
$127K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.45KNew |
$65.4K - $68.3K
|
1.45K
$66.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.45K+ 4.61% |
$65.3K - $68.2K
|
32.9K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.33KNew |
$60.1K - $62.8K
|
1.33K
$61.3K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.25K+ 14.54% |
$56.3K - $58.9K
|
9.85K
$452K
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
1.2K+ 0.97% |
$54K - $56.5K
|
125K
$5.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.17K+ 1.72% |
$52.6K - $54.9K
|
68.8K
$3.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.14KNew |
$51.6K - $53.9K
|
1.14K
$52.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 0.7% |
$50.1K - $52.4K
|
159K
$7.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.1K+ 533.33% |
$49.8K - $52K
|
1.31K
$60.2K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.07K+ 1.04% |
$48K - $50.2K
|
104K
$4.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.06K+ 0.85% |
$47.6K - $49.7K
|
125K
$5.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
999+ 99900.0% |
$45K - $47.1K
|
1K
$46K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
990New |
$44.6K - $46.6K
|
990
$45.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
970+ 3.67% |
$43.7K - $45.7K
|
27.4K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
963+ 8.39% |
$43.4K - $45.4K
|
12.4K
$571K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
937+ 7.52% |
$42.2K - $44.1K
|
13.4K
$616K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
883+ 7.5% |
$39.8K - $41.6K
|
12.7K
$581K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
833New |
$37.5K - $39.2K
|
833
$38.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
778+ 4.43% |
$35.1K - $36.6K
|
18.3K
$842K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
767New |
$34.6K - $36.1K
|
767
$35.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
753+ 13.55% |
$33.9K - $35.5K
|
6.31K
$290K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
732+ 9.41% |
$33K - $34.5K
|
8.51K
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
700+ 2.74% |
$31.5K - $33K
|
26.3K
$1.21M
|