Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
17New |
$765 - $787
|
17
$781
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
17+ 10.83% |
$765 - $787
|
174
$8K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
16+ 0.27% |
$720 - $740
|
5.98K
$275K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
16+ 0.13% |
$720 - $740
|
12.3K
$564K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
14+ 0.07% |
$630 - $648
|
20.6K
$944K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 0.18% |
$360 - $370
|
4.44K
$204K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$135 - $139
|
2.61K
$120K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.42% |
$90 - $92.5
|
482
$22.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.06% |
$90 - $92.5
|
3.35K
$154K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 0.14% |
$90 - $92.5
|
1.48K
$68.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.16% |
$45 - $46.3
|
87
$4K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.5% |
$45 - $46.3
|
203
$9.33K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1- 50.0% |
$45 - $46.3
|
1
$46
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-4- -0.0% |
$180 - $185
|
130K
$5.99M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-7- 0.09% |
$315 - $324
|
8.1K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-12- 0.03% |
$540 - $555
|
34.4K
$1.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-34- 7.39% |
$1.53K - $1.57K
|
426
$19.6K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-100- 6.35% |
$4.5K - $4.63K
|
1.47K
$67.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-162- 2.36% |
$7.29K - $7.5K
|
6.69K
$307K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-167- 1.24% |
$7.52K - $7.73K
|
13.3K
$610K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-212- 3.63% |
$9.54K - $9.81K
|
5.63K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-281- 1.05% |
$12.7K - $13K
|
26.4K
$1.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-330- 6.57% |
$14.9K - $15.3K
|
4.69K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-340- 4.64% |
$15.3K - $15.7K
|
6.98K
$321K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-412- 7.59% |
$18.5K - $19.1K
|
5.01K
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-461- 2.6% |
$20.8K - $21.3K
|
17.2K
$792K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-488- 48.03% |
$22K - $22.6K
|
528
$24.3K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-513- 5.44% |
$23.1K - $23.7K
|
8.92K
$410K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-567- 9.85% |
$25.5K - $26.2K
|
5.19K
$238K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-604- 2.63% |
$27.2K - $27.9K
|
22.3K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-621- 4.11% |
$28K - $28.7K
|
14.5K
$665K
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-687- 1.15% |
$30.9K - $31.8K
|
59.1K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-694- 13.61% |
$31.2K - $32.1K
|
4.41K
$202K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-701- 29.7% |
$31.6K - $32.4K
|
1.66K
$76.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-731- 5.07% |
$32.9K - $33.8K
|
13.7K
$629K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-754- 14.64% |
$33.9K - $34.9K
|
4.4K
$202K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-788- 7.66% |
$35.5K - $36.5K
|
9.5K
$436K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-797- 4.11% |
$35.9K - $36.9K
|
18.6K
$855K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-811- 1.89% |
$36.5K - $37.5K
|
42.1K
$1.93M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-921- 15.08% |
$41.5K - $42.6K
|
5.19K
$238K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-985- 0.31% |
$44.3K - $45.6K
|
321K
$14.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-993- 98.12% |
$44.7K - $45.9K
|
19
$873
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.01K- 1.77% |
$45.4K - $46.7K
|
56K
$2.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.19K- 4.21% |
$53.5K - $55K
|
27.1K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-1.24K- 1.62% |
$55.9K - $57.4K
|
75.3K
$3.46M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.26K- 51.05% |
$56.8K - $58.4K
|
1.21K
$55.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.42K- 28.1% |
$64K - $65.7K
|
3.64K
$167K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.45K- 18.75% |
$65.1K - $67K
|
6.27K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.51K- 91.67% |
$67.9K - $69.8K
|
137
$6.3K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.63K- 20.79% |
$73.4K - $75.4K
|
6.21K
$285K
|