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 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-241K- 7.88% |
$10.9M - $11.1M
|
2.81M
$131M
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-258K- 9.56% |
$11.6M - $11.9M
|
2.44M
$113M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-290K- 6.52% |
$13.1M - $13.4M
|
4.16M
$194M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-292K- 10.85% |
$13.2M - $13.5M
|
2.39M
$112M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-314K- 8.88% |
$14.2M - $14.5M
|
3.22M
$150M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-344K- 3.99% |
$15.5M - $15.9M
|
8.28M
$386M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-383K- 9.27% |
$17.3M - $17.7M
|
3.75M
$175M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-465K- 4.27% |
$21M - $21.5M
|
10.4M
$486M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-549K- 92.62% |
$24.8M - $25.4M
|
43.8K
$2.04M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-612K- 12.31% |
$27.6M - $28.3M
|
4.36M
$203M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-698K- 3.86% |
$31.5M - $32.3M
|
17.4M
$810M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-771K- 8.14% |
$34.8M - $35.6M
|
8.71M
$406M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-813K- 1.69% |
$36.7M - $37.6M
|
47.2M
$2.2B
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-986K- 12.8% |
$44.5M - $45.6M
|
6.72M
$313M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-994K- 47.58% |
$44.9M - $46M
|
1.1M
$51M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.51M- 96.54% |
$68M - $69.7M
|
54K
$2.52M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.51M- 96.54% |
$68M - $69.7M
|
54K
$2.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.13M- 13.16% |
$96M - $98.4M
|
14M
$654M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.06M- 4.97% |
$319M - $327M
|
135M
$6.29B
|
|