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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
34.1K+ 76.01% |
$1.53M - $1.58M
|
78.9K
$3.63M
|
|
|
May 08, 2024
Q1 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
34.1K+ 5.77% |
$1.53M - $1.58M
|
624K
$28.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
33.5K+ 22.35% |
$1.51M - $1.55M
|
183K
$8.43M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
32.7KNew |
$1.47M - $1.51M
|
32.7K
$1.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
32.4K+ 79.28% |
$1.46M - $1.5M
|
73.2K
$3.37M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
31.8K+ 72.81% |
$1.43M - $1.47M
|
75.5K
$3.47M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
31.3K+ 45.08% |
$1.41M - $1.45M
|
101K
$4.63M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
31.1K+ 27.97% |
$1.4M - $1.44M
|
142K
$6.53M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
30.9K+ 33.23% |
$1.39M - $1.43M
|
124K
$5.7M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30.8K+ 4137.23% |
$1.39M - $1.42M
|
31.5K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29.4K+ 24.36% |
$1.33M - $1.36M
|
150K
$6.9M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
29.4K+ 2.5% |
$1.32M - $1.36M
|
1.21M
$55.4M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
28.7K+ 32.17% |
$1.29M - $1.33M
|
118K
$5.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
28.6K+ 93.65% |
$1.29M - $1.32M
|
59.2K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
28.6K+ 12.82% |
$1.29M - $1.32M
|
251K
$11.6M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27.9K+ 125.57% |
$1.26M - $1.29M
|
50.1K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
27.8KNew |
$1.25M - $1.29M
|
27.8K
$1.28M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
27.6KNew |
$1.24M - $1.28M
|
27.6K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
27.3K+ 70.28% |
$1.23M - $1.27M
|
66.3K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
27.3K+ 35.82% |
$1.23M - $1.26M
|
104K
$4.76M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
27.2K+ 48.47% |
$1.23M - $1.26M
|
83.4K
$3.83M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
26.9KNew |
$1.21M - $1.24M
|
26.9K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
26.7K+ 35.32% |
$1.2M - $1.24M
|
102K
$4.7M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
26.6K+ 10.07% |
$1.2M - $1.23M
|
291K
$13.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
25.8K+ 24.35% |
$1.16M - $1.19M
|
132K
$6.05M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25.7K+ 12.75% |
$1.16M - $1.19M
|
227K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25K+ 54.81% |
$1.12M - $1.16M
|
70.5K
$3.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
24.8K+ 19.9% |
$1.12M - $1.15M
|
150K
$6.87M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.8KNew |
$1.12M - $1.15M
|
24.8K
$1.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
24.7K+ 9.18% |
$1.11M - $1.14M
|
294K
$13.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
24.4K+ 52.2% |
$1.1M - $1.13M
|
71.2K
$3.27M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
23.6K+ 134.26% |
$1.06M - $1.09M
|
41.3K
$1.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
BUY
|
- |
23.4K+ 6.45% |
$1.05M - $1.08M
|
387K
$17.8M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23.4K+ 1.06% |
$1.05M - $1.08M
|
2.22M
$102M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
22.4K+ 98.05% |
$1.01M - $1.03M
|
45.2K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.2K+ 6.14% |
$999K - $1.03M
|
384K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.9KNew |
$984K - $1.01M
|
21.9K
$1M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21.8K+ 29.69% |
$983K - $1.01M
|
95.4K
$4.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21.8K+ 64.56% |
$982K - $1.01M
|
55.6K
$2.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
21.6K+ 224.53% |
$973K - $1M
|
31.2K
$1.44M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
21.6KNew |
$972K - $999K
|
21.6K
$993K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
21.6K+ 11.62% |
$970K - $997K
|
207K
$9.51M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21.5K+ 29.25% |
$966K - $993K
|
94.9K
$4.36M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
21.2K+ 45.55% |
$956K - $983K
|
67.9K
$3.12M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
20.9K+ 4.17% |
$940K - $966K
|
522K
$24M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
20.8K+ 17.83% |
$937K - $963K
|
138K
$6.32M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
20.7K+ 38.0% |
$930K - $956K
|
75K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
20.2K+ 14.64% |
$908K - $934K
|
158K
$7.26M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
BUY
|
- |
20.1K+ 3.63% |
$904K - $929K
|
573K
$26.3M
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
20.1K+ 36.44% |
$904K - $929K
|
75.2K
$3.46M
|