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 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
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
2.51KNew |
$117K - $118K
|
2.51K
$117K
|
|
|
Jan 26, 2026
Q4 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.5K+ 12.57% |
$116K - $118K
|
22.4K
$1.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.45K+ 20.33% |
$114K - $115K
|
14.5K
$675K
|
|
|
Jan 27, 2026
Q4 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.35K+ 13.69% |
$110K - $111K
|
19.6K
$911K
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.35K+ 13.69% |
$110K - $111K
|
19.6K
$911K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
2.27K+ 4.89% |
$106K - $107K
|
48.6K
$2.26M
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
2.24K+ 2.11% |
$104K - $105K
|
108K
$5.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
2.15K+ 19.22% |
$100K - $101K
|
13.3K
$621K
|
|
|
Jan 26, 2026
Q4 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.11K+ 42.92% |
$98.2K - $99.4K
|
7.02K
$327K
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.92K+ 6.83% |
$89.3K - $90.4K
|
30K
$1.4M
|
|
|
Jan 21, 2026
Q4 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.73KNew |
$80.7K - $81.7K
|
1.73K
$80.7K
|
|
|
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 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.48K+ 11.42% |
$68.9K - $69.7K
|
14.4K
$672K
|
|
|
Jan 27, 2026
Q4 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.36K+ 0.69% |
$63.1K - $63.9K
|
197K
$9.19M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.35K+ 5.77% |
$62.6K - $63.4K
|
24.6K
$1.15M
|
|
|
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 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.19K+ 1.95% |
$55.6K - $56.3K
|
62.3K
$2.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
1.09K+ 17.23% |
$50.6K - $51.3K
|
7.4K
$345K
|
|
|
Jan 20, 2026
Q4 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.06K+ 9.87% |
$49.6K - $50.2K
|
11.8K
$552K
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
985New |
$45.9K - $46.5K
|
985
$45.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
958+ 1.44% |
$44.6K - $45.2K
|
67.3K
$3.13M
|
|
|
Jan 28, 2026
Q4 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
936+ 6.83% |
$43.6K - $44.1K
|
14.6K
$682K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
796+ 6.51% |
$37.1K - $37.5K
|
13K
$607K
|
|
|
Jan 26, 2026
Q4 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
775+ 1.29% |
$36.1K - $36.5K
|
60.8K
$2.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
749+ 43.17% |
$34.9K - $35.3K
|
2.48K
$116K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
708+ 1.86% |
$33K - $33.4K
|
38.9K
$1.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
690+ 1.61% |
$32.1K - $32.5K
|
43.4K
$2.02M
|
|
|
Jan 23, 2026
Q4 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
655New |
$30.5K - $30.9K
|
655
$30.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
651+ 13.33% |
$30.3K - $30.7K
|
5.54K
$258K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
646+ 10.6% |
$30.1K - $30.5K
|
6.74K
$314K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
640+ 0.51% |
$29.8K - $30.2K
|
127K
$5.91M
|
|
|
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 22, 2026
Q4 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
477New |
$22.2K - $22.5K
|
477
$22.2K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
475+ 0.59% |
$22.1K - $22.4K
|
80.5K
$3.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
387+ 8.17% |
$18K - $18.3K
|
5.12K
$239K
|
|
|
Jan 26, 2026
Q4 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
373+ 5.72% |
$17.4K - $17.6K
|
6.9K
$321K
|
|
|
Jan 12, 2026
Q4 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
368+ 0.29% |
$17.1K - $17.4K
|
129K
$6.02M
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
353New |
$16.4K - $16.6K
|
353
$16.4K
|
|
|
Jan 28, 2026
Q4 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
305New |
$14.2K - $14.4K
|
305
$14.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
292+ 0.45% |
$13.6K - $13.8K
|
64.5K
$3.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
274New |
$12.8K - $12.9K
|
274
$12.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
209New |
$9.73K - $9.86K
|
209
$9.74K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
207New |
$9.64K - $9.76K
|
207
$9.64K
|
|