Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.73% |
$44.3 - $45.6
|
138
$6.27K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-5- 0.11% |
$222 - $228
|
4.46K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-23- 0.46% |
$1.02K - $1.05K
|
4.99K
$227K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-26- 2.12% |
$1.15K - $1.19K
|
1.2K
$54.6K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-37- 0.84% |
$1.64K - $1.69K
|
4.37K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-39- 0.41% |
$1.73K - $1.78K
|
9.47K
$430K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-74- 1.58% |
$3.28K - $3.37K
|
4.62K
$210K
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-79- 0.29% |
$3.5K - $3.6K
|
27.6K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-81- 0.68% |
$3.59K - $3.69K
|
11.8K
$535K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-85- 0.24% |
$3.77K - $3.87K
|
36K
$1.64M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-97- 2.89% |
$4.3K - $4.42K
|
3.26K
$148K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-103- 2.32% |
$4.56K - $4.69K
|
4.34K
$197K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-104- 1.49% |
$4.61K - $4.74K
|
6.88K
$313K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-109- 3.31% |
$4.83K - $4.97K
|
3.18K
$145K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-114- 2.43% |
$5.05K - $5.2K
|
4.58K
$208K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-125- 1.33% |
$5.54K - $5.7K
|
9.29K
$422K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-131- 2.19% |
$5.8K - $5.97K
|
5.85K
$266K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-154- 1.13% |
$6.82K - $7.02K
|
13.5K
$612K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-159- 1.54% |
$7.04K - $7.25K
|
10.2K
$463K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-164- 1.2% |
$7.27K - $7.48K
|
13.5K
$615K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-165- 1.97% |
$7.31K - $7.52K
|
8.21K
$373K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-180- 0.18% |
$7.97K - $8.2K
|
98.7K
$4.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-214- 3.17% |
$9.48K - $9.75K
|
6.54K
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-217- 1.06% |
$9.61K - $9.89K
|
20.2K
$917K
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-217- 0.91% |
$9.61K - $9.89K
|
23.5K
$1.07M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-251- 1.16% |
$11.1K - $11.4K
|
21.4K
$970K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-254- 17.45% |
$11.3K - $11.6K
|
1.2K
$54.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-254- 4.03% |
$11.3K - $11.6K
|
6.04K
$275K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-268- 0.48% |
$11.9K - $12.2K
|
55.3K
$2.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-278- 4.53% |
$12.3K - $12.7K
|
5.86K
$266K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-280- 37.14% |
$12.4K - $12.8K
|
474
$21.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-282- 0.12% |
$12.5K - $12.9K
|
233K
$10.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-290- 3.47% |
$12.8K - $13.2K
|
8.06K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-293- 1.55% |
$13K - $13.4K
|
18.7K
$848K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-307- 0.37% |
$13.6K - $14K
|
83.1K
$3.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-310- 3.21% |
$13.7K - $14.1K
|
9.34K
$424K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-333- 2.6% |
$14.8K - $15.2K
|
12.5K
$566K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-351- 5.22% |
$15.5K - $16K
|
6.37K
$290K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-352- 3.02% |
$15.6K - $16K
|
11.3K
$515K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-370- 0.52% |
$16.4K - $16.9K
|
70.5K
$3.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-383- 2.72% |
$17K - $17.5K
|
13.7K
$623K
|
|
|
Jul 26, 2024
Q2 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-384- 0.51% |
$17K - $17.5K
|
74.9K
$3.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-400- 4.35% |
$17.7K - $18.2K
|
8.8K
$400K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-408- 2.25% |
$18.1K - $18.6K
|
17.7K
$806K
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-413- 5.37% |
$18.3K - $18.8K
|
7.28K
$331K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-418- 6.25% |
$18.5K - $19.1K
|
6.27K
$285K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-448- 73.56% |
$19.8K - $20.4K
|
161
$7.32K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-459- 5.57% |
$20.3K - $20.9K
|
7.79K
$354K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-463- 2.92% |
$20.5K - $21.1K
|
15.4K
$699K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-496- 33.47% |
$22K - $22.6K
|
986
$44.8K
|