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 26, 2026
Q4 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-212- 0.69% |
$9.87K - $10K
|
30.4K
$1.42M
|
|
|
Jan 29, 2026
Q4 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-222- 0.44% |
$10.3K - $10.5K
|
49.7K
$2.32M
|
|
|
Jan 27, 2026
Q4 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-242- 3.19% |
$11.3K - $11.4K
|
7.35K
$343K
|
|
|
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 21, 2026
Q4 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-275- 0.86% |
$12.8K - $13K
|
31.7K
$1.48M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-285- 0.09% |
$13.3K - $13.4K
|
334K
$15.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-347- 2.39% |
$16.2K - $16.4K
|
14.2K
$661K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-349- 3.29% |
$16.3K - $16.5K
|
10.2K
$477K
|
|
|
Jan 22, 2026
Q4 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-379- 6.46% |
$17.7K - $17.9K
|
5.49K
$256K
|
|
|
Jan 28, 2026
Q4 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-436- 2.06% |
$20.3K - $20.6K
|
20.8K
$967K
|
|
|
Jan 23, 2026
Q4 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-453- 0.62% |
$21.1K - $21.4K
|
72.3K
$3.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
SELL
|
- |
-526- 1.71% |
$24.5K - $24.8K
|
30.2K
$1.41M
|
|
|
Jan 23, 2026
Q4 2025
|
Lansing Street Advisors
|
SELL
|
- |
-536- 3.28% |
$25K - $25.3K
|
15.8K
$735K
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-557- 1.05% |
$25.9K - $26.3K
|
52.5K
$2.44M
|
|
|
Jan 29, 2026
Q4 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-726- 11.42% |
$33.8K - $34.2K
|
5.63K
$262K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-733- 9.76% |
$34.1K - $34.6K
|
6.77K
$316K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-735- 0.86% |
$34.2K - $34.7K
|
85.2K
$3.97M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-808- 0.4% |
$37.6K - $38.1K
|
204K
$9.49M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1.03K- 5.28% |
$47.9K - $48.5K
|
18.4K
$859K
|
|
|
Jan 26, 2026
Q4 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.1K- 4.12% |
$51.1K - $51.7K
|
25.5K
$1.19M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.1K- 30.45% |
$51.2K - $51.9K
|
2.51K
$117K
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.11K- 4.6% |
$51.5K - $52.1K
|
22.9K
$1.07M
|
|
|
Jan 20, 2026
Q4 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.13K- 9.73% |
$52.5K - $53.1K
|
10.5K
$487K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.16K- 19.84% |
$53.8K - $54.5K
|
4.67K
$217K
|
|
|
Jan 21, 2026
Q4 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.17K- 17.72% |
$54.3K - $55K
|
5.41K
$252K
|
|
|
Jan 16, 2026
Q4 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.19K- 1.44% |
$55.5K - $56.2K
|
81.6K
$3.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.29K- 1.03% |
$60.1K - $60.8K
|
124K
$5.78M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.34K- 7.64% |
$62.3K - $63.1K
|
16.2K
$754K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.4K- 9.2% |
$65.3K - $66.2K
|
13.8K
$645K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.41K- 7.13% |
$65.8K - $66.6K
|
18.4K
$858K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.48K- 4.41% |
$69K - $69.9K
|
32.1K
$1.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.72K- 8.44% |
$80.1K - $81.2K
|
18.7K
$870K
|
|
|
Jan 27, 2026
Q4 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.81K- 19.48% |
$84.2K - $85.3K
|
7.48K
$348K
|
|
|
Jan 29, 2026
Q4 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.92K- 1.08% |
$89.5K - $90.6K
|
177K
$8.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.95K- 7.67% |
$90.9K - $92.1K
|
23.5K
$1.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1.96K- 5.25% |
$91.2K - $92.4K
|
35.4K
$1.65M
|
|
|
Jan 27, 2026
Q4 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-2.19K- 14.57% |
$102K - $103K
|
12.9K
$599K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.55K- 2.29% |
$119K - $120K
|
109K
$5.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-2.55K- 1.48% |
$119K - $120K
|
169K
$7.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.6K- 6.1% |
$121K - $123K
|
40.1K
$1.87M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.67K- 6.12% |
$124K - $126K
|
40.9K
$1.91M
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.9K- 0.85% |
$135K - $137K
|
337K
$15.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-2.94K- 14.98% |
$137K - $139K
|
16.7K
$777K
|
|
|
Jan 20, 2026
Q4 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3.1K- 18.52% |
$144K - $146K
|
13.6K
$634K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.23K- 7.39% |
$150K - $152K
|
40.4K
$1.88M
|
|
|
Jan 26, 2026
Q4 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.52K- 2.03% |
$164K - $166K
|
169K
$7.89M
|
|
|
Jan 28, 2026
Q4 2025
|
Dentgroup LLC
|
SELL
|
- |
-3.63K- 7.15% |
$169K - $171K
|
47.1K
$2.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-4.03K- 6.18% |
$188K - $190K
|
61.2K
$2.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.12K- 86.38% |
$192K - $194K
|
650
$30.3K
|
|