Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
83.8KNew |
$3.9M - $3.95M
|
83.8K
$3.91M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
83.4K+ 6.4% |
$3.88M - $3.93M
|
1.39M
$64.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
75K+ 8.62% |
$3.49M - $3.54M
|
945K
$44M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
55.4K+ 9.0% |
$2.58M - $2.61M
|
671K
$31.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
39.8K+ 73.67% |
$1.85M - $1.88M
|
93.8K
$4.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
38.9KNew |
$1.81M - $1.84M
|
38.9K
$1.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
30.3K+ 17.07% |
$1.41M - $1.43M
|
208K
$9.67M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
29.7K+ 4.59% |
$1.39M - $1.4M
|
677K
$31.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
25.1K+ 5.3% |
$1.17M - $1.19M
|
500K
$23.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
24.8K+ 40.84% |
$1.15M - $1.17M
|
85.3K
$3.98M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
23K+ 26.23% |
$1.07M - $1.09M
|
111K
$5.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
22.6KNew |
$1.05M - $1.07M
|
22.6K
$1.05M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
19.2K+ 34.98% |
$895K - $907K
|
74.2K
$3.46M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.7K+ 15.33% |
$872K - $883K
|
141K
$6.56M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
15.6K+ 66.58% |
$726K - $736K
|
39K
$1.82M
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
12.9K+ 15.11% |
$600K - $608K
|
98.2K
$4.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.74K+ 4.5% |
$360K - $365K
|
180K
$8.37M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
5.92KNew |
$276K - $279K
|
5.92K
$276K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.78KNew |
$223K - $225K
|
4.78K
$223K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.51KNew |
$210K - $213K
|
4.51K
$210K
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
4.18K+ 2.19% |
$195K - $197K
|
195K
$9.09M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.7K+ 2.87% |
$172K - $174K
|
133K
$6.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.92K+ 6.83% |
$89.3K - $90.4K
|
30K
$1.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.61K+ 15.88% |
$74.7K - $75.7K
|
11.7K
$546K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.6K+ 5.38% |
$74.6K - $75.6K
|
31.4K
$1.46M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.53K+ 14.23% |
$71.4K - $72.3K
|
12.3K
$574K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.23KNew |
$57K - $57.8K
|
1.23K
$57.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.21K+ 0.75% |
$56.3K - $57.1K
|
163K
$7.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
796+ 6.51% |
$37.1K - $37.5K
|
13K
$607K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
749+ 43.17% |
$34.9K - $35.3K
|
2.48K
$116K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
690+ 1.61% |
$32.1K - $32.5K
|
43.4K
$2.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
651+ 13.33% |
$30.3K - $30.7K
|
5.54K
$258K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
627+ 30.62% |
$29.2K - $29.6K
|
2.68K
$125K
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
505+ 4.56% |
$23.5K - $23.8K
|
11.6K
$540K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
387+ 8.17% |
$18K - $18.3K
|
5.12K
$239K
|
|
|
Jan 12, 2026
Q4 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
368+ 0.29% |
$17.1K - $17.4K
|
129K
$6.02M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
156+ 0.51% |
$7.26K - $7.36K
|
30.6K
$1.43M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
156+ 2.64% |
$7.26K - $7.36K
|
6.06K
$282K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
110+ 1.44% |
$5.12K - $5.19K
|
7.78K
$362K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
106+ 4.8% |
$4.94K - $5K
|
2.31K
$108K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-36- 0.72% |
$1.68K - $1.7K
|
4.95K
$230K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-63- 1.28% |
$2.93K - $2.97K
|
4.86K
$226K
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-85- 0.11% |
$3.96K - $4.01K
|
79.7K
$3.71M
|
|
|
Jan 07, 2026
Q4 2025
|
Corsicana & Co.
|
SELL
|
- |
-112- 2.55% |
$5.22K - $5.28K
|
4.28K
$199K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-179- 1.77% |
$8.34K - $8.44K
|
9.92K
$462K
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-251- 4.72% |
$11.7K - $11.8K
|
5.06K
$236K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-255- 1.15% |
$11.9K - $12K
|
21.9K
$1.02M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-285- 0.09% |
$13.3K - $13.4K
|
334K
$15.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
SELL
|
- |
-526- 1.71% |
$24.5K - $24.8K
|
30.2K
$1.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-733- 9.76% |
$34.1K - $34.6K
|
6.77K
$316K
|
|