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 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
655+ 1.06% |
$29.5K - $30.9K
|
62.3K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
655+ 2.26% |
$29.5K - $30.9K
|
29.6K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
649+ 0.25% |
$29.3K - $30.6K
|
263K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
635New |
$28.6K - $29.9K
|
635
$29.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
593+ 5.3% |
$26.7K - $27.9K
|
11.8K
$541K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
585+ 5.95% |
$26.4K - $27.6K
|
10.4K
$479K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
565+ 0.12% |
$25.5K - $26.6K
|
467K
$21.5M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
540New |
$24.3K - $25.4K
|
540
$24.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
502+ 2.43% |
$22.6K - $23.6K
|
21.2K
$973K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
499New |
$22.5K - $23.5K
|
499
$22.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
483+ 48300.0% |
$21.8K - $22.7K
|
484
$22.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
465+ 3.03% |
$21K - $21.9K
|
15.8K
$727K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
450+ 9.83% |
$20.3K - $21.2K
|
5.03K
$231K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
425New |
$19.2K - $20K
|
425
$19.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
413New |
$18.6K - $19.5K
|
413
$19K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
412+ 1.91% |
$18.6K - $19.4K
|
22K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
403+ 1.81% |
$18.2K - $19K
|
22.7K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
400+ 0.74% |
$18K - $18.8K
|
54.3K
$2.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
376+ 5.16% |
$16.9K - $17.7K
|
7.66K
$352K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
351+ 3.05% |
$15.8K - $16.5K
|
11.8K
$544K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
322New |
$14.5K - $15.2K
|
322
$14.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
277+ 0.51% |
$12.5K - $13K
|
54.8K
$2.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
270+ 14.14% |
$12.2K - $12.7K
|
2.18K
$100K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
253+ 1265.0% |
$11.4K - $11.9K
|
273
$12.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
230+ 2.27% |
$10.4K - $10.8K
|
10.4K
$476K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
229+ 2.5% |
$10.3K - $10.8K
|
9.4K
$432K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
225+ 11.39% |
$10.1K - $10.6K
|
2.2K
$101K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
217+ 31.31% |
$9.78K - $10.2K
|
910
$41.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
216New |
$9.74K - $10.2K
|
216
$9.93K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
214+ 4.44% |
$9.64K - $10.1K
|
5.03K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
214+ 4.44% |
$9.64K - $10.1K
|
5.03K
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
194New |
$8.74K - $9.14K
|
194
$8.91K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
176+ 1.43% |
$7.93K - $8.29K
|
12.5K
$574K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
160+ 1.99% |
$7.21K - $7.54K
|
8.22K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
146+ 1.74% |
$6.58K - $6.88K
|
8.52K
$392K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
143+ 4.02% |
$6.45K - $6.74K
|
3.7K
$170K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
143New |
$6.45K - $6.74K
|
143
$6.57K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
139+ 0.61% |
$6.26K - $6.55K
|
22.9K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
133+ 1.74% |
$5.99K - $6.26K
|
7.77K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
129+ 1.09% |
$5.81K - $6.08K
|
12K
$550K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
128New |
$5.77K - $6.03K
|
128
$5.88K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
107New |
$4.82K - $5.04K
|
107
$4.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
94+ 5.26% |
$4.24K - $4.43K
|
1.88K
$86.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
75+ 1.42% |
$3.38K - $3.53K
|
5.37K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
72+ 1.59% |
$3.25K - $3.39K
|
4.59K
$211K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
60+ 0.19% |
$2.7K - $2.83K
|
30.9K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
52New |
$2.34K - $2.45K
|
52
$2.39K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
45+ 0.74% |
$2.03K - $2.12K
|
6.09K
$280K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
44+ 1.39% |
$1.98K - $2.07K
|
3.22K
$148K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
39+ 0.47% |
$1.76K - $1.84K
|
8.28K
$381K
|