Latest Institutional Transactions on Ishares Core Total Usd Bond Ma (IUSB)
This table provides information on the latest institutional transactions involving Ishares Core Total Usd Bond Ma (IUSB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
30.4K+ 6.73% |
$1.39M - $1.43M
|
482K
$22.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
757+ 104.13% |
$34.5K - $35.5K
|
1.48K
$69.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-546- 17.8% |
$24.9K - $25.6K
|
2.52K
$117K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-53.8K- 1.62% |
$2.45M - $2.52M
|
3.27M
$152M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.75K+ 14.75% |
$79.9K - $82.3K
|
13.6K
$635K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.21K+ 11.2% |
$146K - $151K
|
31.9K
$1.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
SELL
|
- |
-11.4K- 3.66% |
$520K - $535K
|
301K
$14M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-151- 0.66% |
$6.89K - $7.08K
|
22.6K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
2.54K+ 3.25% |
$116K - $119K
|
80.7K
$3.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
1+ 0.0% |
$45.6 - $46.9
|
2.44M
$113M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
888+ 5.55% |
$40.5K - $41.7K
|
16.9K
$787K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-5- 0.04% |
$228 - $235
|
13.8K
$643K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
6.31KNew |
$288K - $296K
|
6.31K
$294K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
13.4KNew |
$609K - $627K
|
13.4K
$622K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.19K+ 1.49% |
$419K - $431K
|
628K
$29.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
4.32KNew |
$197K - $203K
|
4.32K
$201K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
2.85KNew |
$130K - $134K
|
2.85K
$133K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
23.3K+ 7.48% |
$1.06M - $1.09M
|
335K
$15.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-28.6K- 12.23% |
$1.3M - $1.34M
|
205K
$9.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-480- 9.22% |
$21.9K - $22.5K
|
4.73K
$220K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-16.8K- 5.74% |
$767K - $790K
|
276K
$12.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
930New |
$42.4K - $43.6K
|
930
$43.3K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.27K- 5.24% |
$332K - $341K
|
132K
$6.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-41.3K- 9.89% |
$1.88M - $1.94M
|
376K
$17.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-66.5K- 18.91% |
$3.03M - $3.12M
|
285K
$13.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
17.2KNew |
$784K - $807K
|
17.2K
$801K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
113K+ 5.38% |
$5.15M - $5.3M
|
2.21M
$103M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
17.2KNew |
$784K - $807K
|
17.2K
$801K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14.5K+ 1.45% |
$663K - $682K
|
1.02M
$47.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-290K- 45.95% |
$13.2M - $13.6M
|
342K
$15.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
285+ 1.39% |
$13K - $13.4K
|
20.9K
$972K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-14.3K- 8.23% |
$652K - $671K
|
160K
$7.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-2.13K- 15.71% |
$97.3K - $100K
|
11.5K
$533K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.98% |
$91.2 - $93.8
|
207
$9.64K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-17- 0.06% |
$775 - $798
|
30.6K
$1.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
99.8K+ 13.61% |
$4.55M - $4.68M
|
833K
$38.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
47K+ 79.84% |
$2.14M - $2.21M
|
106K
$4.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.94M- 13.82% |
$88.5M - $91.1M
|
12.1M
$564M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
389+ 1.49% |
$17.7K - $18.3K
|
26.4K
$1.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
25.4K+ 2.03% |
$1.16M - $1.19M
|
1.28M
$59.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-1.39K- 11.76% |
$63.4K - $65.3K
|
10.4K
$486K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-5.45K- 16.23% |
$249K - $256K
|
28.1K
$1.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11+ 1.06% |
$502 - $516
|
1.05K
$49K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
1.71K+ 4.73% |
$78.2K - $80.4K
|
38K
$1.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.74K- 7.67% |
$125K - $129K
|
33K
$1.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-91.7K- 61.85% |
$4.18M - $4.3M
|
56.6K
$2.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
571+ 7.58% |
$26K - $26.8K
|
8.11K
$378K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.85K- 2.01% |
$84.1K - $86.6K
|
89.8K
$4.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
567+ 2.99% |
$25.9K - $26.6K
|
19.5K
$909K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-9.39K- 27.09% |
$428K - $440K
|
25.3K
$1.18M
|
|