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 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
34+ 0.16% |
$1.53K - $1.6K
|
21K
$966K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
24+ 0.09% |
$1.08K - $1.13K
|
28.1K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
13New |
$586 - $612
|
13
$597
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
13+ 0.28% |
$586 - $612
|
4.59K
$211K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10+ 0.05% |
$451 - $471
|
21.7K
$999K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
8+ 0.12% |
$361 - $377
|
6.58K
$302K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 1.17% |
$90.1 - $94.2
|
173
$7.95K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 1.23% |
$90.1 - $94.2
|
164
$7.54K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1New |
$45.1 - $47.1
|
1
$46
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.14% |
$45.1 - $47.1
|
89
$4.09K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.38% |
$45.1 - $47.1
|
43
$1.98K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1- 2.17% |
$45.1 - $47.1
|
45
$2.07K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-7- 0.12% |
$315 - $330
|
5.77K
$265K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-14- 0.16% |
$631 - $659
|
8.96K
$411K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-26- 0.6% |
$1.17K - $1.22K
|
4.32K
$199K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-29- 0.43% |
$1.31K - $1.37K
|
6.78K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-56- 0.86% |
$2.52K - $2.64K
|
6.44K
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-62- 12.68% |
$2.79K - $2.92K
|
427
$19.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-86- 2.14% |
$3.88K - $4.05K
|
3.94K
$181K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-97- 16.41% |
$4.37K - $4.57K
|
494
$22.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-108- 1.52% |
$4.87K - $5.09K
|
6.98K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-110- 12.13% |
$4.96K - $5.18K
|
797
$36.6K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-114- 1.08% |
$5.14K - $5.37K
|
10.5K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-133- 0.63% |
$5.99K - $6.26K
|
20.8K
$958K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-142- 11.44% |
$6.4K - $6.69K
|
1.1K
$50.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-159- 4.75% |
$7.17K - $7.49K
|
3.19K
$146K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-174- 0.65% |
$7.84K - $8.2K
|
26.7K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-178- 1.95% |
$8.02K - $8.38K
|
8.97K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-179- 3.36% |
$8.07K - $8.43K
|
5.15K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-200- 10.54% |
$9.01K - $9.42K
|
1.7K
$78K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-252- 4.03% |
$11.4K - $11.9K
|
6K
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-260- 0.16% |
$11.7K - $12.2K
|
160K
$7.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-266- 18.72% |
$12K - $12.5K
|
1.16K
$53.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-271- 0.51% |
$12.2K - $12.8K
|
52.6K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-291- 3.84% |
$13.1K - $13.7K
|
7.28K
$335K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-322- 1.22% |
$14.5K - $15.2K
|
26.1K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-350- 1.32% |
$15.8K - $16.5K
|
26.2K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-437- 3.17% |
$19.7K - $20.6K
|
13.4K
$614K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-442- 27.9% |
$19.9K - $20.8K
|
1.14K
$52.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-445- 6.73% |
$20.1K - $21K
|
6.17K
$284K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-448- 5.96% |
$20.2K - $21.1K
|
7.07K
$325K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-493- 14.3% |
$22.2K - $23.2K
|
2.95K
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-512- 0.51% |
$23.1K - $24.1K
|
99.2K
$4.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-520- 14.71% |
$23.4K - $24.5K
|
3.01K
$138K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-562- 2.06% |
$25.3K - $26.5K
|
26.7K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-573- 1.47% |
$25.8K - $27K
|
38.4K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-582- 2.13% |
$26.2K - $27.4K
|
26.7K
$1.23M
|