Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
104KNew |
$4.42M - $4.8M
|
104K
$4.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
103K+ 1132.65% |
$4.4M - $4.78M
|
112K
$5.11M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
103KNew |
$4.38M - $4.76M
|
103K
$4.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
102KNew |
$4.33M - $4.7M
|
102K
$4.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
100KNew |
$4.26M - $4.63M
|
100K
$4.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
98.3K+ 5.71% |
$4.19M - $4.55M
|
1.82M
$82.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
97.7K+ 19.24% |
$4.16M - $4.52M
|
606K
$27.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
96.6K+ 27.26% |
$4.11M - $4.47M
|
451K
$20.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
92KNew |
$3.92M - $4.25M
|
92K
$4.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
84.7K+ 39.9% |
$3.61M - $3.92M
|
297K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
81.4K+ 267.02% |
$3.47M - $3.77M
|
112K
$5.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
79.7K+ 872.96% |
$3.4M - $3.69M
|
88.8K
$4.04M
|
|
|
May 10, 2024
Q4 2023
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
76.6KNew |
$3.26M - $3.54M
|
76.6K
$3.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
71.9KNew |
$3.06M - $3.32M
|
71.9K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
70.6KNew |
$3.01M - $3.27M
|
70.6K
$3.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
70.2K+ 319.32% |
$2.99M - $3.25M
|
92.2K
$4.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
69.4KNew |
$2.96M - $3.21M
|
69.4K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
69.1KNew |
$2.94M - $3.2M
|
69.1K
$3.14M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
68.7K+ 6.72% |
$2.93M - $3.18M
|
1.09M
$49.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
63.6KNew |
$2.71M - $2.94M
|
63.6K
$2.89M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
63.4K+ 23.76% |
$2.7M - $2.93M
|
330K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
61.8KNew |
$2.63M - $2.86M
|
61.8K
$2.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
61.2K+ 28.01% |
$2.61M - $2.83M
|
280K
$12.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
60.2K+ 105.26% |
$2.56M - $2.78M
|
117K
$5.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
59.7KNew |
$2.54M - $2.76M
|
59.7K
$2.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
59.3KNew |
$2.53M - $2.74M
|
59.3K
$2.7M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
59.3K+ 4.44% |
$2.53M - $2.74M
|
1.4M
$63.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
59.3K+ 215.47% |
$2.53M - $2.74M
|
86.9K
$3.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
57.1KNew |
$2.43M - $2.64M
|
57.1K
$2.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
56.8K+ 8.93% |
$2.42M - $2.63M
|
692K
$31.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
56.2KNew |
$2.39M - $2.6M
|
56.2K
$2.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
55.9KNew |
$2.38M - $2.58M
|
55.9K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
55.7KNew |
$2.37M - $2.58M
|
55.7K
$2.53M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
54.4KNew |
$2.32M - $2.51M
|
54.4K
$2.47M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
53.9KNew |
$2.3M - $2.49M
|
53.9K
$2.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
52.6KNew |
$2.24M - $2.43M
|
52.6K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
50.4K+ 8.88% |
$2.15M - $2.33M
|
618K
$28.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
48.6K+ 280.72% |
$2.07M - $2.25M
|
65.9K
$3M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
48.3K+ 11.75% |
$2.06M - $2.23M
|
460K
$20.9M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
48.3K+ 9.57% |
$2.06M - $2.23M
|
553K
$25.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
47.8K+ 67.03% |
$2.04M - $2.21M
|
119K
$5.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
47.7KNew |
$2.03M - $2.21M
|
47.7K
$2.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
47.3K+ 31.88% |
$2.02M - $2.19M
|
196K
$8.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
46.8KNew |
$1.99M - $2.16M
|
46.8K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
45.1K+ 25.5% |
$1.92M - $2.09M
|
222K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
44.6K+ 73.7% |
$1.9M - $2.06M
|
105K
$4.78M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
43.7KNew |
$1.86M - $2.02M
|
43.7K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
42.3KNew |
$1.8M - $1.95M
|
42.3K
$1.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
38.5K+ 18.28% |
$1.64M - $1.78M
|
249K
$11.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
37.7K+ 30.7% |
$1.61M - $1.74M
|
161K
$7.3M
|