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
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.89KNew |
$220K - $226K
|
4.89K
$225K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.87KNew |
$219K - $225K
|
4.87K
$224K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
4.77K+ 43.13% |
$215K - $221K
|
15.8K
$728K
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
4.75KNew |
$214K - $220K
|
4.75K
$218K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
4.75KNew |
$214K - $220K
|
4.75K
$218K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.54K+ 48.97% |
$205K - $210K
|
13.8K
$635K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
4.46KNew |
$201K - $206K
|
4.46K
$205K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
4.44KNew |
$200K - $206K
|
4.44K
$204K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.44KNew |
$200K - $206K
|
4.44K
$204K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.43K+ 10.09% |
$199K - $205K
|
48.3K
$2.22M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.42KNew |
$199K - $204K
|
4.42K
$203K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4.3K+ 19.62% |
$193K - $199K
|
26.2K
$1.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
4.24K+ 61.68% |
$191K - $196K
|
11.1K
$511K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
4.2K+ 70.72% |
$189K - $194K
|
10.1K
$466K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
4.18K+ 12.65% |
$188K - $193K
|
37.2K
$1.71M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
4.13K+ 21.17% |
$186K - $191K
|
23.6K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
4.13K+ 21.47% |
$186K - $191K
|
23.3K
$1.07M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
4.06K+ 1.7% |
$183K - $188K
|
243K
$11.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4K+ 3.66% |
$180K - $185K
|
113K
$5.21M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3.89K+ 2.97% |
$175K - $180K
|
135K
$6.19M
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
BUY
|
- |
3.88K+ 3.41% |
$175K - $180K
|
118K
$5.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.78K+ 4.22% |
$170K - $175K
|
93.1K
$4.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.75K+ 3.62% |
$169K - $173K
|
107K
$4.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
3.74K+ 4.32% |
$169K - $173K
|
90.3K
$4.15M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.68K+ 19.37% |
$166K - $170K
|
22.7K
$1.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
3.65K+ 19.86% |
$164K - $169K
|
22K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.6K+ 34.25% |
$162K - $166K
|
14.1K
$647K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.37K+ 47.54% |
$152K - $156K
|
10.5K
$481K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.31K+ 37.77% |
$149K - $153K
|
12.1K
$555K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.29KNew |
$148K - $152K
|
3.29K
$151K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.27K+ 11.27% |
$147K - $151K
|
32.3K
$1.48M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.25K+ 28.17% |
$146K - $150K
|
14.8K
$680K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.25K+ 43.76% |
$146K - $150K
|
10.7K
$491K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
3.1K+ 601.75% |
$140K - $143K
|
3.61K
$166K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.02K+ 3.33% |
$136K - $140K
|
93.7K
$4.3M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3.01K+ 6.12% |
$136K - $139K
|
52.2K
$2.4M
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3K+ 45.19% |
$135K - $139K
|
9.65K
$443K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.99K+ 56.92% |
$135K - $138K
|
8.25K
$379K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.95K+ 49.56% |
$133K - $137K
|
8.92K
$410K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.86K+ 26.7% |
$129K - $132K
|
13.6K
$624K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.76K+ 23.7% |
$124K - $128K
|
14.4K
$662K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.74K+ 46.66% |
$123K - $127K
|
8.6K
$395K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.71K+ 18.99% |
$122K - $125K
|
17K
$780K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.68K+ 12.04% |
$120K - $124K
|
24.9K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.68K+ 1.8% |
$120K - $124K
|
151K
$6.95M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.67K+ 10.36% |
$120K - $123K
|
28.4K
$1.3M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.62KNew |
$118K - $121K
|
2.62K
$120K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.54K+ 6.87% |
$114K - $118K
|
39.5K
$1.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
2.5K+ 9.45% |
$113K - $116K
|
28.9K
$1.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.43K+ 5.92% |
$110K - $113K
|
43.5K
$2M
|