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 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
41.9K+ 15.79% |
$1.89M - $1.97M
|
307K
$14.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
8.56KNew |
$386K - $403K
|
8.56K
$393K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
883+ 7.5% |
$39.8K - $41.6K
|
12.7K
$581K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.83K- 3.51% |
$82.4K - $86.1K
|
50.2K
$2.31M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-8.35K- 15.71% |
$376K - $393K
|
44.8K
$2.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-39.1K- 15.41% |
$1.76M - $1.84M
|
215K
$9.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
25.2K+ 19.54% |
$1.14M - $1.19M
|
154K
$7.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14.5K+ 12.64% |
$656K - $685K
|
130K
$5.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-7.45K- 13.1% |
$336K - $351K
|
49.4K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
32.7K+ 8.68% |
$1.47M - $1.54M
|
409K
$18.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-68.1K- 7.1% |
$3.07M - $3.21M
|
890K
$40.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-186K- 90.46% |
$8.36M - $8.74M
|
19.6K
$899K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-4.45K- 10.77% |
$200K - $210K
|
36.9K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
62.2KNew |
$2.8M - $2.93M
|
62.2K
$2.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
46.1K+ 3.92% |
$2.08M - $2.17M
|
1.22M
$56.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-45.2K- 22.64% |
$2.04M - $2.13M
|
154K
$7.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
14.3K+ 12.29% |
$645K - $674K
|
131K
$6.01M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-93.3K- 11.72% |
$4.21M - $4.39M
|
703K
$32.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.47K- 4.25% |
$66.3K - $69.3K
|
33.1K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
565+ 0.12% |
$25.5K - $26.6K
|
467K
$21.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8.03K+ 39.32% |
$362K - $378K
|
28.5K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
44+ 1.39% |
$1.98K - $2.07K
|
3.22K
$148K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-19.2K- 16.79% |
$867K - $906K
|
95.4K
$4.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
13.4KNew |
$606K - $633K
|
13.4K
$618K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-29- 0.43% |
$1.31K - $1.37K
|
6.78K
$312K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.38K- 3.26% |
$62K - $64.8K
|
40.8K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.1K- 54.26% |
$817K - $854K
|
15.3K
$703K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-159- 4.75% |
$7.17K - $7.49K
|
3.19K
$146K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.14KNew |
$51.6K - $53.9K
|
1.14K
$52.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-128K- 20.08% |
$5.79M - $6.05M
|
511K
$23.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.12K+ 21.16% |
$95.5K - $99.8K
|
12.1K
$557K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.62KNew |
$208K - $218K
|
4.62K
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-8.6K- 16.84% |
$387K - $405K
|
42.5K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.85K- 6.47% |
$83.6K - $87.3K
|
26.8K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
121K+ 63.16% |
$5.46M - $5.7M
|
313K
$14.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-44.7K- 7.47% |
$2.01M - $2.1M
|
553K
$25.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-10.4K- 3.21% |
$467K - $488K
|
312K
$14.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.52K- 1.95% |
$68.3K - $71.4K
|
76.3K
$3.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-29.9K- 47.77% |
$1.35M - $1.41M
|
32.7K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
400+ 0.74% |
$18K - $18.8K
|
54.3K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-830- 11.24% |
$37.4K - $39.1K
|
6.56K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19.1K+ 112.16% |
$859K - $898K
|
36.1K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.7KNew |
$122K - $127K
|
2.7K
$124K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.45K+ 12.13% |
$110K - $115K
|
22.6K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-5.78K- 8.83% |
$261K - $272K
|
59.7K
$2.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.85K+ 1.57% |
$83.4K - $87.1K
|
120K
$5.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-32K- 38.07% |
$1.44M - $1.51M
|
52K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.17M- 12.12% |
$52.9M - $55.3M
|
8.51M
$391M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
67.8K+ 24.65% |
$3.06M - $3.19M
|
343K
$15.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.59K- 7.56% |
$71.4K - $74.7K
|
19.4K
$891K
|