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 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-596- 0.5% |
$26.9K - $28.1K
|
118K
$5.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-612- 0.46% |
$27.6K - $28.8K
|
134K
$6.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-636- 1.26% |
$28.7K - $30K
|
49.7K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-653- 35.82% |
$29.4K - $30.8K
|
1.17K
$53.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-667- 6.98% |
$30.1K - $31.4K
|
8.89K
$409K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-677- 6.95% |
$30.5K - $31.9K
|
9.07K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-686- 12.45% |
$30.9K - $32.3K
|
4.82K
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-701- 2.79% |
$31.6K - $33K
|
24.4K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-774- 2.66% |
$34.9K - $36.5K
|
28.3K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-792- 3.15% |
$35.7K - $37.3K
|
24.4K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-830- 11.24% |
$37.4K - $39.1K
|
6.56K
$301K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-841- 13.56% |
$37.9K - $39.6K
|
5.36K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-912- 3.78% |
$41.1K - $43K
|
23.2K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-917- 0.21% |
$41.3K - $43.2K
|
445K
$20.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-918- 0.78% |
$41.4K - $43.2K
|
117K
$5.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.01K- 14.67% |
$45.5K - $47.5K
|
5.87K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.11K- 13.05% |
$49.9K - $52.1K
|
7.38K
$339K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.22K- 33.65% |
$55.1K - $57.6K
|
2.41K
$111K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.22K- 16.99% |
$55.2K - $57.7K
|
5.98K
$275K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-1.25K- 33.33% |
$56.3K - $58.9K
|
2.5K
$115K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.27K- 0.54% |
$57.2K - $59.8K
|
234K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.3K- 2.67% |
$58.5K - $61.1K
|
47.3K
$2.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.35K- 25.82% |
$60.7K - $63.4K
|
3.87K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.36K- 10.83% |
$61.1K - $63.9K
|
11.2K
$513K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.38K- 3.26% |
$62K - $64.8K
|
40.8K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.44K- 7.12% |
$64.8K - $67.7K
|
18.8K
$862K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.47K- 4.25% |
$66.3K - $69.3K
|
33.1K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.48K- 5.01% |
$66.7K - $69.7K
|
28.1K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.49K- 14.88% |
$67.1K - $70.1K
|
8.51K
$391K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.52K- 1.95% |
$68.3K - $71.4K
|
76.3K
$3.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.59K- 7.56% |
$71.4K - $74.7K
|
19.4K
$891K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.59K- 5.64% |
$71.8K - $75K
|
26.6K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.66K- 7.95% |
$75K - $78.4K
|
19.3K
$885K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.67K- 18.27% |
$75.3K - $78.7K
|
7.48K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.68K- 1.09% |
$75.5K - $78.9K
|
152K
$7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.69K- 8.17% |
$76K - $79.5K
|
19K
$871K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.83K- 3.51% |
$82.4K - $86.1K
|
50.2K
$2.31M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.85K- 6.47% |
$83.6K - $87.3K
|
26.8K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.91K- 20.82% |
$86.1K - $90K
|
7.27K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.92K- 18.49% |
$86.3K - $90.2K
|
8.44K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.92K- 9.13% |
$86.4K - $90.3K
|
19.1K
$877K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.93K- 0.72% |
$87.1K - $91K
|
266K
$12.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-2K- 14.98% |
$90.3K - $94.4K
|
11.4K
$523K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.02K- 18.79% |
$91.2K - $95.3K
|
8.75K
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.03K- 13.45% |
$91.7K - $95.8K
|
13.1K
$602K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.05K- 2.19% |
$92.4K - $96.6K
|
91.7K
$4.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-2.13K- 5.69% |
$96.1K - $100K
|
35.3K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.16K- 18.47% |
$97.4K - $102K
|
9.55K
$439K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.17K- 6.57% |
$97.7K - $102K
|
30.8K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.19K- 15.83% |
$98.6K - $103K
|
11.6K
$534K
|