Purchases and Sales Made in Q4 2023 in Ishares Core Total Usd Bond Ma (IUSB)

IUSB Quotes by TradingView

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
Feb 08, 2024 Q4 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
1.8K
+ 14.61%
$76.5K - $83K
14.1K $640K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
1.78K
+ 3.97%
$75.9K - $82.4K
46.6K $2.12M
Jan 30, 2024 Q4 2023
Wealth Alliance

Mellville, NY
BUY
 -
1.73K
+ 0.54%
$73.7K - $80.1K
324K $14.7M
Feb 22, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
1.71K
New
$72.8K - $79K
1.71K $77.6K
Jan 16, 2024 Q4 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
1.61K
+ 0.37%
$68.7K - $74.6K
443K $20.1M
Jan 19, 2024 Q4 2023
Iron Financial, LLC

BUY
 -
1.6K
+ 4.56%
$68.2K - $74K
36.7K $1.67M
May 15, 2024 Q4 2023
Clear Point Advisors Inc.

Melville, NY
BUY
 -
1.57K
New
$67.1K - $72.8K
1.57K $71.5K
Feb 06, 2024 Q4 2023
Cullen/Frost Bankers, Inc.

BUY
 -
1.49K
+ 807.61%
$63.3K - $68.7K
1.67K $75.9K
Feb 13, 2024 Q4 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
1.47K
+ 1.97%
$62.7K - $68.1K
76.3K $3.47M
Feb 06, 2024 Q4 2023
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
1.39K
+ 15.56%
$59K - $64.1K
10.3K $467K
Feb 14, 2024 Q4 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.36K
+ 13.45%
$57.9K - $62.8K
11.5K $520K
Feb 01, 2024 Q4 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
1.09K
New
$46.3K - $50.3K
1.09K $49.4K
Feb 06, 2024 Q4 2023
Royal Fund Management, LLC

BUY
 -
1.07K
+ 1.08%
$45.5K - $49.4K
100K $4.56M
Jan 18, 2024 Q4 2023
Spectrum Planning & Advisory Services Inc.

BUY
 -
1.05K
+ 4.85%
$44.6K - $48.4K
22.6K $1.03M
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
1.05K
New
$44.5K - $48.3K
1.05K $47.5K
Jan 12, 2024 Q4 2023
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
1.01K
New
$43.1K - $46.8K
1.01K $46K
Feb 14, 2024 Q4 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
970
+ 9.09%
$41.3K - $44.9K
11.6K $529K
Feb 13, 2024 Q4 2023
Insight Wealth Partners, LLC

BUY
 -
931
+ 16.29%
$39.7K - $43.1K
6.65K $302K
Jan 11, 2024 Q4 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
927
New
$39.5K - $42.9K
927 $42.1K
Jan 29, 2024 Q4 2023
Morris Financial Concepts, Inc.

BUY
 -
917
+ 4.94%
$39.1K - $42.4K
19.5K $886K
Feb 05, 2024 Q4 2023
Mc Adam, LLC

BUY
 -
894
+ 9.84%
$38.1K - $41.3K
9.98K $453K
Feb 05, 2024 Q4 2023
Plante Moran Financial Advisors, LLC

BUY
 -
837
New
$35.7K - $38.7K
837 $38K
Feb 14, 2024 Q4 2023
Creative Planning

Overland Park, KS
BUY
 -
823
+ 3.85%
$35.1K - $38.1K
22.2K $1.01M
Feb 06, 2024 Q4 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
816
+ 1813.33%
$34.8K - $37.7K
861 $39.1K
Jan 12, 2024 Q4 2023
Clearview Wealth Advisors LLC

BUY
 -
731
+ 2.59%
$31.1K - $33.8K
28.9K $1.31M
Jan 23, 2024 Q4 2023
Financial Advisory Service, Inc.

BUY
 -
707
+ 42.77%
$30.1K - $32.7K
2.36K $107K
Jan 18, 2024 Q4 2023
ETF Portfolio Partners, Inc.

BUY
 -
684
+ 1.16%
$29.1K - $31.6K
59.8K $2.72M
Feb 02, 2024 Q4 2023
Simplex Trading, LLC

BUY
 -
660
New
$28.1K - $30.5K
660 $30K
Jan 12, 2024 Q4 2023
Westside Investment Management, Inc.

BUY
 -
650
+ 0.56%
$27.7K - $30.1K
116K $5.27M
Feb 07, 2024 Q4 2023
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
630
+ 9.92%
$26.8K - $29.1K
6.98K $317K
Jan 11, 2024 Q4 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
625
+ 13.5%
$26.6K - $28.9K
5.26K $239K
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
609
New
$25.9K - $28.2K
609 $27.7K
Jan 17, 2024 Q4 2023
Planned Solutions, Inc.

BUY
 -
603
New
$25.7K - $27.9K
603 $27.4K
Jan 12, 2024 Q4 2023
Financial Management Professionals, Inc.

BUY
 -
600
+ 18.5%
$25.6K - $27.8K
3.84K $175K
Feb 01, 2024 Q4 2023
Parkside Financial Bank & Trust

BUY
 -
593
New
$25.3K - $27.4K
593 $27K
Jan 12, 2024 Q4 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
560
+ 4.58%
$23.9K - $25.9K
12.8K $582K
Feb 06, 2024 Q4 2023
Shore Haven Wealth Partners, LLC

BUY
 -
545
+ 4.3%
$23.2K - $25.2K
13.2K $600K
Jan 08, 2024 Q4 2023
Buttonwood Financial Group, LLC

BUY
 -
515
+ 1.7%
$21.9K - $23.8K
30.8K $1.4M
Jan 10, 2024 Q4 2023
Range Financial Group LLC

BUY
 -
419
+ 2.33%
$17.8K - $19.4K
18.4K $836K
Feb 05, 2024 Q4 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
389
+ 3.64%
$16.6K - $18K
11.1K $504K
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
387
+ 15.91%
$16.5K - $17.9K
2.82K $128K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
380
New
$16.2K - $17.6K
380 $17.3K
Feb 06, 2024 Q4 2023
Edge Rock Capital LLC

BUY
 -
371
New
$15.8K - $17.2K
371 $16.9K
Feb 09, 2024 Q4 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
345
+ 2.34%
$14.7K - $16K
15.1K $686K
Jan 08, 2024 Q4 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
308
+ 1.36%
$13.1K - $14.2K
23K $1.04M
Jan 25, 2024 Q4 2023
Hanson & Doremus Investment Management

BUY
 -
287
New
$12.2K - $13.3K
287 $13K
Feb 09, 2024 Q4 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
277
New
$11.8K - $12.8K
277 $12.6K
Feb 08, 2024 Q4 2023
Bank Of Montreal

Toronto, A6
BUY
 -
265
+ 24.4%
$11.3K - $12.3K
1.35K $61.4K
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
237
+ 3.46%
$10.1K - $11K
7.09K $322K

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