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 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9K+ 39.59% |
$405K - $417K
|
31.7K
$1.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
8.96KNew |
$403K - $414K
|
8.96K
$412K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.76K+ 17.61% |
$394K - $405K
|
58.5K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.73KNew |
$393K - $404K
|
8.73K
$401K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.71K+ 61.98% |
$392K - $403K
|
22.8K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
8.29K+ 14.46% |
$373K - $383K
|
65.6K
$3.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
8.13K+ 19.71% |
$366K - $376K
|
49.4K
$2.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.89K+ 4.13% |
$355K - $365K
|
199K
$9.14M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
7.87K+ 7.84% |
$354K - $364K
|
108K
$4.97M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
7.81K+ 1.99% |
$352K - $362K
|
400K
$18.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.73K+ 69.0% |
$348K - $358K
|
18.9K
$870K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
7.44K+ 57.51% |
$335K - $344K
|
20.4K
$937K
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
7.38K+ 111.58% |
$332K - $341K
|
14K
$643K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.28KNew |
$328K - $337K
|
7.28K
$335K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.01K+ 14.77% |
$315K - $324K
|
54.4K
$2.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
6.99KNew |
$315K - $324K
|
6.99K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6.73K+ 58.62% |
$303K - $312K
|
18.2K
$837K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.6KNew |
$297K - $305K
|
6.6K
$303K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6.5K+ 63.23% |
$293K - $301K
|
16.8K
$771K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
6.48K+ 10.18% |
$292K - $300K
|
70.1K
$3.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.4K+ 3.99% |
$288K - $296K
|
167K
$7.67M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6.27K+ 28.18% |
$282K - $290K
|
28.5K
$1.31M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.08K+ 20.4% |
$274K - $281K
|
35.9K
$1.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
6.05K+ 31.73% |
$273K - $280K
|
25.1K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6K+ 18.91% |
$270K - $278K
|
37.8K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6KNew |
$270K - $278K
|
6K
$276K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.92KNew |
$267K - $274K
|
5.92K
$272K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5.81K+ 21.07% |
$261K - $269K
|
33.4K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.75KNew |
$259K - $266K
|
5.75K
$264K
|
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
5.74K+ 8.12% |
$258K - $266K
|
76.4K
$3.51M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.66K+ 119.86% |
$255K - $262K
|
10.4K
$477K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.56KNew |
$250K - $257K
|
5.56K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.52K+ 48.2% |
$248K - $255K
|
17K
$780K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
5.46KNew |
$246K - $253K
|
5.46K
$251K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.46KNew |
$246K - $253K
|
5.46K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.42KNew |
$244K - $251K
|
5.42K
$249K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
5.41K+ 39.94% |
$244K - $250K
|
19K
$871K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.36KNew |
$241K - $248K
|
5.36K
$246K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
5.32KNew |
$240K - $246K
|
5.32K
$245K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
5.28K+ 55.51% |
$238K - $244K
|
14.8K
$680K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.18K+ 383.05% |
$233K - $239K
|
6.53K
$300K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.08K+ 4.02% |
$229K - $235K
|
132K
$6.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.04KNew |
$227K - $233K
|
5.04K
$232K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.04KNew |
$227K - $233K
|
5.04K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.98KNew |
$224K - $230K
|
4.98K
$229K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
4.97K+ 16.0% |
$224K - $230K
|
36.1K
$1.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4.96KNew |
$223K - $230K
|
4.96K
$228K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4.95KNew |
$223K - $229K
|
4.95K
$228K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
4.93K+ 53.25% |
$222K - $228K
|
14.2K
$652K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
4.92K+ 56.85% |
$221K - $228K
|
13.6K
$623K
|