Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
143+ 0.8% |
$6.52K - $6.71K
|
18K
$841K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
137New |
$6.25K - $6.43K
|
137
$6.38K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
117New |
$5.34K - $5.49K
|
117
$5.45K
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
117+ 0.2% |
$5.34K - $5.49K
|
60K
$2.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
115+ 1.44% |
$5.24K - $5.4K
|
8.11K
$378K
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
BUY
|
- |
109New |
$4.97K - $5.11K
|
109
$5.08K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
108New |
$4.92K - $5.07K
|
108
$5.03K
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
108+ 0.42% |
$4.92K - $5.07K
|
25.6K
$1.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
103+ 0.85% |
$4.7K - $4.83K
|
12.2K
$570K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
102New |
$4.65K - $4.79K
|
102
$4.75K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
101New |
$4.61K - $4.74K
|
101
$4.71K
|
|
|
Nov 13, 2025
Q3 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
80+ 1.06% |
$3.65K - $3.75K
|
7.6K
$354K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
79+ 4.01% |
$3.6K - $3.71K
|
2.05K
$95.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
70+ 1.06% |
$3.19K - $3.28K
|
6.67K
$311K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
70+ 6.13% |
$3.19K - $3.28K
|
1.21K
$56.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
66+ 0.91% |
$3.01K - $3.1K
|
7.3K
$340K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
45New |
$2.05K - $2.11K
|
45
$2.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
43New |
$1.96K - $2.02K
|
43
$2K
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
42+ 0.63% |
$1.92K - $1.97K
|
6.67K
$311K
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
40+ 24.54% |
$1.82K - $1.88K
|
203
$9.46K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
38+ 0.52% |
$1.73K - $1.78K
|
7.35K
$343K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
38New |
$1.73K - $1.78K
|
38
$1.77K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
34+ 1.01% |
$1.55K - $1.6K
|
3.4K
$158K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
27New |
$1.23K - $1.27K
|
27
$1.26K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 0.05% |
$1.14K - $1.17K
|
50.5K
$2.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
24+ 0.12% |
$1.09K - $1.13K
|
19.5K
$907K
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
24+ 0.26% |
$1.09K - $1.13K
|
9.38K
$437K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
16+ 0.04% |
$730 - $751
|
44K
$2.05M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
16+ 0.01% |
$730 - $751
|
205K
$9.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
13New |
$593 - $610
|
13
$606
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11+ 1.06% |
$502 - $516
|
1.05K
$49K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 5.74% |
$319 - $328
|
129
$6.01K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.09% |
$228 - $235
|
5.82K
$271K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4+ 0.07% |
$182 - $188
|
5.6K
$261K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3+ 0.95% |
$137 - $141
|
320
$14.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
3+ 0.34% |
$137 - $141
|
894
$41.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 1.2% |
$91.2 - $93.8
|
169
$7.87K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.98% |
$91.2 - $93.8
|
207
$9.64K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2New |
$91.2 - $93.8
|
2
$93.2
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2+ 100.0% |
$91.2 - $93.8
|
4
$186
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.1% |
$45.6 - $46.9
|
92
$4.29K
|
|
|
Nov 03, 2025
Q3 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
1+ 0.0% |
$45.6 - $46.9
|
2.44M
$113M
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-5- 0.04% |
$228 - $235
|
13.8K
$643K
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-6- 0.06% |
$274 - $282
|
10K
$467K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 31.58% |
$274 - $282
|
13
$606
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8- 0.06% |
$365 - $375
|
13.9K
$648K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-11- 2.98% |
$502 - $516
|
358
$16.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-17- 0.06% |
$775 - $798
|
30.6K
$1.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-21- 0.37% |
$958 - $985
|
5.72K
$266K
|
|