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 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.55K+ 3.98% |
$385K - $403K
|
223K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-291- 3.84% |
$13.1K - $13.7K
|
7.28K
$335K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.49K- 14.88% |
$67.1K - $70.1K
|
8.51K
$391K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-114- 1.08% |
$5.14K - $5.37K
|
10.5K
$481K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
167KNew |
$7.51M - $7.85M
|
167K
$7.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-64.5K- 17.74% |
$2.91M - $3.04M
|
299K
$13.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-271- 0.51% |
$12.2K - $12.8K
|
52.6K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-15.9K- 6.05% |
$716K - $748K
|
247K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
45+ 0.74% |
$2.03K - $2.12K
|
6.09K
$280K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
6.36K+ 2.98% |
$287K - $299K
|
220K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-9.72K- 4.0% |
$438K - $458K
|
233K
$10.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
194New |
$8.74K - $9.14K
|
194
$8.91K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.68K- 1.09% |
$75.5K - $78.9K
|
152K
$7M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
6.12K+ 2.56% |
$276K - $288K
|
246K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
6.8K+ 5.17% |
$307K - $320K
|
138K
$6.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
11.2K+ 62.92% |
$506K - $528K
|
29K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.03K- 13.45% |
$91.7K - $95.8K
|
13.1K
$602K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4.02K+ 13.24% |
$181K - $189K
|
34.4K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6.99KNew |
$315K - $329K
|
6.99K
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
150K+ 52.77% |
$6.75M - $7.06M
|
434K
$19.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-792- 3.15% |
$35.7K - $37.3K
|
24.4K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.74KNew |
$78.2K - $81.7K
|
1.74K
$79.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.28K+ 14.96% |
$103K - $107K
|
17.5K
$805K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
16.2K+ 43.94% |
$732K - $765K
|
53.2K
$2.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
175K+ 60.08% |
$7.9M - $8.25M
|
467K
$21.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
60.8KNew |
$2.74M - $2.86M
|
60.8K
$2.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
593+ 5.3% |
$26.7K - $27.9K
|
11.8K
$541K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.38K+ 8.87% |
$107K - $112K
|
29.2K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
58.4KNew |
$2.63M - $2.75M
|
58.4K
$2.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.81K+ 9.75% |
$262K - $274K
|
65.4K
$3.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
97.5K+ 3.94% |
$4.39M - $4.59M
|
2.57M
$118M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
8+ 0.12% |
$361 - $377
|
6.58K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
376+ 5.16% |
$16.9K - $17.7K
|
7.66K
$352K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
5.11K+ 2.77% |
$230K - $241K
|
190K
$8.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-4.71K- 2.07% |
$212K - $222K
|
223K
$10.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
6.04K+ 2.53% |
$272K - $284K
|
245K
$11.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
37.3KNew |
$1.68M - $1.76M
|
37.3K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
403+ 1.81% |
$18.2K - $19K
|
22.7K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-17K- 19.06% |
$766K - $800K
|
72.1K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
65.5KNew |
$2.95M - $3.09M
|
65.5K
$3.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.6M- 12.8% |
$72.1M - $75.4M
|
10.9M
$501M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.1K+ 533.33% |
$49.8K - $52K
|
1.31K
$60.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
413New |
$18.6K - $19.5K
|
413
$19K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
83.6K+ 198.4% |
$3.77M - $3.94M
|
126K
$5.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 18.27% |
$470K - $491K
|
67.4K
$3.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.01K- 14.67% |
$45.5K - $47.5K
|
5.87K
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
5.83K+ 41.42% |
$263K - $274K
|
19.9K
$914K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.84KNew |
$263K - $275K
|
5.84K
$268K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-2K- 14.98% |
$90.3K - $94.4K
|
11.4K
$523K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-24.3K- 11.63% |
$1.1M - $1.14M
|
185K
$8.49M
|