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 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
20.5K+ 1.91% |
$954K - $966K
|
1.09M
$50.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
19.2K+ 34.98% |
$895K - $907K
|
74.2K
$3.46M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
18.9K+ 100.0% |
$881K - $892K
|
37.8K
$1.76M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
18.8K+ 192.64% |
$876K - $888K
|
28.6K
$1.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.7K+ 15.33% |
$872K - $883K
|
141K
$6.56M
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
18.4K+ 23.19% |
$857K - $868K
|
97.7K
$4.55M
|
|
|
Jan 27, 2026
Q4 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
18.3K+ 6.7% |
$853K - $863K
|
291K
$13.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
17.3KNew |
$808K - $818K
|
17.3K
$808K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
17.3K+ 3.72% |
$806K - $817K
|
483K
$22.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
15.6K+ 66.58% |
$726K - $736K
|
39K
$1.82M
|
|
|
Jan 20, 2026
Q4 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
15.4K+ 2.01% |
$715K - $724K
|
779K
$36.3M
|
|
|
Jan 27, 2026
Q4 2025
|
Davidson Trust CO
|
BUY
|
- |
15.1KNew |
$702K - $711K
|
15.1K
$702K
|
|
|
Jan 27, 2026
Q4 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
14.9K+ 23.45% |
$692K - $701K
|
78.3K
$3.65M
|
|
|
Jan 27, 2026
Q4 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
13.9K+ 2.55% |
$649K - $658K
|
560K
$26.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Ethos Capital Management, Inc.
Newtown, PA |
BUY
|
- |
13KNew |
$607K - $614K
|
13K
$607K
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
12.9K+ 15.11% |
$600K - $608K
|
98.2K
$4.58M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
12.5KNew |
$582K - $589K
|
12.5K
$582K
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
11.9K+ 136.05% |
$555K - $562K
|
20.7K
$964K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
11.8K+ 39.38% |
$552K - $559K
|
41.9K
$1.95M
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.8KNew |
$548K - $555K
|
11.8K
$548K
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
11.4K+ 25.97% |
$532K - $539K
|
55.4K
$2.58M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.3K+ 33.0% |
$527K - $534K
|
45.6K
$2.13M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11K+ 6.86% |
$511K - $517K
|
171K
$7.96M
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.4K+ 79.5% |
$484K - $490K
|
23.5K
$1.09M
|
|
|
Jan 23, 2026
Q4 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9.93K+ 199.74% |
$462K - $468K
|
14.9K
$694K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.8K+ 6.2% |
$410K - $415K
|
151K
$7.02M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.72K+ 26.58% |
$406K - $411K
|
41.5K
$1.93M
|
|
|
Jan 22, 2026
Q4 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
8.19K+ 42.33% |
$381K - $386K
|
27.5K
$1.28M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.74K+ 4.5% |
$360K - $365K
|
180K
$8.37M
|
|
|
Jan 23, 2026
Q4 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.53K+ 10.44% |
$351K - $355K
|
79.7K
$3.71M
|
|
|
Jan 27, 2026
Q4 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
7.24K+ 2.05% |
$337K - $341K
|
361K
$16.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.38K+ 2.67% |
$297K - $301K
|
245K
$11.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
5.92KNew |
$276K - $279K
|
5.92K
$276K
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
5.64K+ 4.16% |
$263K - $266K
|
141K
$6.57M
|
|
|
Jan 27, 2026
Q4 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
5.6K+ 26.9% |
$261K - $264K
|
26.4K
$1.23M
|
|
|
Jan 23, 2026
Q4 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.87K+ 16.6% |
$227K - $230K
|
34.2K
$1.59M
|
|
|
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 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.31K+ 2.78% |
$201K - $203K
|
159K
$7.41M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.3K+ 1.38% |
$200K - $203K
|
316K
$14.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
4.18K+ 2.19% |
$195K - $197K
|
195K
$9.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
3.75K+ 8.36% |
$175K - $177K
|
48.6K
$2.27M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.7K+ 2.87% |
$172K - $174K
|
133K
$6.18M
|
|
|
Jan 27, 2026
Q4 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.15K+ 11.42% |
$147K - $149K
|
30.8K
$1.43M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.8K+ 9.82% |
$130K - $132K
|
31.3K
$1.46M
|
|
|
Jan 26, 2026
Q4 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.67K+ 10.08% |
$124K - $126K
|
29.1K
$1.36M
|
|
|
Jan 20, 2026
Q4 2025
|
New Capital Management LP
|
BUY
|
- |
2.66K+ 1.46% |
$124K - $126K
|
185K
$8.63M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
2.6KNew |
$121K - $123K
|
2.6K
$121K
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.59K+ 19.95% |
$121K - $122K
|
15.6K
$725K
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
2.55K+ 4.93% |
$119K - $120K
|
54.3K
$2.53M
|
|