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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.01K+ 8.5% |
$90.7K - $94.8K
|
25.7K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2.55K- 11.07% |
$115K - $120K
|
20.5K
$943K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-7.98K- 5.21% |
$359K - $376K
|
145K
$6.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-18.2K- 43.41% |
$820K - $856K
|
23.7K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-12.7K- 19.42% |
$574K - $600K
|
52.8K
$2.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
23.7K+ 97.8% |
$1.07M - $1.11M
|
47.8K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
46.4KNew |
$2.09M - $2.19M
|
46.4K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.4K- 14.77% |
$469K - $491K
|
60.1K
$2.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-11.7K- 7.8% |
$527K - $550K
|
138K
$6.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
230+ 2.27% |
$10.4K - $10.8K
|
10.4K
$476K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
270+ 14.14% |
$12.2K - $12.7K
|
2.18K
$100K
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
655+ 1.06% |
$29.5K - $30.9K
|
62.3K
$2.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-128K- 12.52% |
$5.79M - $6.05M
|
897K
$41.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-56.7K- 41.33% |
$2.55M - $2.67M
|
80.4K
$3.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-435K- 13.03% |
$19.6M - $20.5M
|
2.9M
$133M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.14% |
$45.1 - $47.1
|
89
$4.09K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-7.76K- 20.12% |
$350K - $366K
|
30.8K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-113K- 18.63% |
$5.09M - $5.32M
|
493K
$22.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.5KNew |
$248K - $259K
|
5.5K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
30.6K+ 86.7% |
$1.38M - $1.44M
|
65.8K
$3.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
277+ 0.51% |
$12.5K - $13K
|
54.8K
$2.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
74.6K+ 609.11% |
$3.36M - $3.51M
|
86.8K
$3.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.01K- 20.92% |
$181K - $189K
|
15.2K
$697K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3.19K- 30.48% |
$144K - $150K
|
7.28K
$334K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.72KNew |
$77.4K - $80.9K
|
1.72K
$78.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-92.3K- 11.95% |
$4.16M - $4.35M
|
680K
$31.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-4.62K- 34.64% |
$208K - $218K
|
8.72K
$401K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.96K+ 235.02% |
$269K - $281K
|
8.5K
$390K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
999+ 99900.0% |
$45K - $47.1K
|
1K
$46K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
143New |
$6.45K - $6.74K
|
143
$6.57K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
4.57KNew |
$206K - $215K
|
4.57K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-187K- 19.34% |
$8.42M - $8.8M
|
780K
$35.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.06K+ 0.85% |
$47.6K - $49.7K
|
125K
$5.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-445- 6.73% |
$20.1K - $21K
|
6.17K
$284K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
139+ 0.61% |
$6.26K - $6.55K
|
22.9K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.7K+ 17.83% |
$528K - $552K
|
77.5K
$3.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
23.1K+ 11.96% |
$1.04M - $1.09M
|
216K
$9.95M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
833New |
$37.5K - $39.2K
|
833
$38.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-6.46K- 24.65% |
$291K - $304K
|
19.7K
$907K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.17K- 6.57% |
$97.7K - $102K
|
30.8K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-582- 2.13% |
$26.2K - $27.4K
|
26.7K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.45K+ 4.61% |
$65.3K - $68.2K
|
32.9K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
13.4K+ 3.9% |
$606K - $633K
|
358K
$16.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-701- 2.79% |
$31.6K - $33K
|
24.4K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.19K- 99.81% |
$189K - $198K
|
8
$368
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-31.5K- 20.89% |
$1.42M - $1.48M
|
119K
$5.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-142- 11.44% |
$6.4K - $6.69K
|
1.1K
$50.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-233K- 7.57% |
$10.5M - $11M
|
2.84M
$131M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
13.1KNew |
$591K - $617K
|
13.1K
$602K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-3.33K- 4.38% |
$150K - $157K
|
72.8K
$3.35M
|