Purchases and Sales Made in Q2 2025 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 2025. 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 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.91K- 7.14% |
$312K - $319K
|
89.8K
$4.18M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.92K- 18.7% |
$312K - $320K
|
30.1K
$1.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-7.07K- 1.77% |
$319K - $327K
|
392K
$18.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-7.14K- 2.04% |
$322K - $330K
|
344K
$16M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7.33K- 53.33% |
$331K - $339K
|
6.41K
$299K
|
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-7.33K- 16.94% |
$331K - $339K
|
35.9K
$1.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-7.35K- 31.21% |
$332K - $340K
|
16.2K
$755K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.35K- 16.02% |
$332K - $340K
|
38.6K
$1.8M
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-7.73K- 17.57% |
$349K - $357K
|
36.2K
$1.69M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-8.16K- 3.19% |
$368K - $377K
|
247K
$11.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.23K- 9.27% |
$371K - $380K
|
80.5K
$3.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-8.33K- 19.39% |
$376K - $385K
|
34.6K
$1.61M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-8.66K- 18.77% |
$391K - $400K
|
37.5K
$1.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
SELL
|
- |
-8.67K- 5.85% |
$391K - $401K
|
140K
$6.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-8.85K- 5.15% |
$399K - $409K
|
163K
$7.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-9.14K- 18.9% |
$412K - $422K
|
39.2K
$1.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.14K- 5.45% |
$413K - $423K
|
159K
$7.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-9.33K- 23.49% |
$421K - $431K
|
30.4K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-9.36K- 10.5% |
$422K - $433K
|
79.8K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.38K- 11.01% |
$423K - $434K
|
75.8K
$3.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-9.49K- 99.81% |
$428K - $439K
|
18
$839
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-9.49K- 26.12% |
$428K - $439K
|
26.8K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-9.63K- 33.57% |
$435K - $445K
|
19.1K
$888K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.76K- 45.86% |
$440K - $451K
|
11.5K
$537K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-9.92K- 22.18% |
$448K - $459K
|
34.8K
$1.62M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.96K- 2.61% |
$449K - $461K
|
372K
$17.3M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-10.1K- 1.46% |
$454K - $465K
|
677K
$31.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-10.2K- 11.22% |
$461K - $472K
|
80.8K
$3.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-10.5K- 13.61% |
$474K - $485K
|
66.6K
$3.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-10.5K- 21.09% |
$474K - $486K
|
39.3K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-10.6K- 53.01% |
$480K - $492K
|
9.44K
$440K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-10.7K- 12.59% |
$485K - $497K
|
74.6K
$3.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-10.7K- 9.59% |
$485K - $497K
|
101K
$4.72M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-10.8K- 11.88% |
$485K - $497K
|
79.7K
$3.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10.8K- 4.33% |
$485K - $497K
|
238K
$11.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.9K- 1.05% |
$491K - $503K
|
1.02M
$47.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-11K- 49.61% |
$495K - $507K
|
11.1K
$519K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-11.5K- 17.1% |
$517K - $530K
|
55.6K
$2.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-11.6K- 12.51% |
$525K - $538K
|
81.4K
$3.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-11.9K- 44.15% |
$538K - $551K
|
15.1K
$703K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-12.2K- 34.25% |
$549K - $562K
|
23.3K
$1.09M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-12.3K- 19.01% |
$556K - $570K
|
52.5K
$2.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-12.5K- 2.85% |
$563K - $577K
|
426K
$19.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-12.6K- 25.38% |
$567K - $581K
|
37K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-12.6K- 6.25% |
$569K - $583K
|
189K
$8.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-12.7K- 29.47% |
$572K - $586K
|
30.4K
$1.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-13K- 5.97% |
$586K - $600K
|
205K
$9.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-13.2K- 41.92% |
$593K - $608K
|
18.2K
$849K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-13.4K- 66.93% |
$605K - $620K
|
6.63K
$309K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-13.6K- 4.06% |
$615K - $630K
|
322K
$15M
|
|