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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-3.82K- 0.68% |
$171K - $181K
|
556K
$25.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
655New |
$29.4K - $31.1K
|
655
$30.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3.03K+ 20.3% |
$136K - $143K
|
17.9K
$824K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
147New |
$6.59K - $6.97K
|
147
$6.75K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8.22KNew |
$368K - $390K
|
8.22K
$378K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
944+ 17.15% |
$42.3K - $44.8K
|
6.45K
$296K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
577New |
$25.9K - $27.4K
|
577
$26.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.32K- 7.14% |
$373K - $395K
|
108K
$4.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$77.3K - $81.8K
|
1.72K
$79.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-193- 6.04% |
$8.65K - $9.15K
|
3K
$138K
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
99.9KNew |
$4.48M - $4.74M
|
99.9K
$4.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.67K+ 447.72% |
$74.9K - $79.2K
|
2.04K
$93.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-26- 1.63% |
$1.17K - $1.23K
|
1.57K
$72K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-53K- 2.15% |
$2.38M - $2.51M
|
2.41M
$111M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
491K+ 55.76% |
$22M - $23.3M
|
1.37M
$63.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
21New |
$941 - $996
|
21
$965
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.63KNew |
$208K - $220K
|
4.63K
$213K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
79New |
$3.54K - $3.75K
|
79
$3.63K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
463New |
$20.8K - $22K
|
463
$21.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
SELL
|
- |
-30.4K- 33.38% |
$1.36M - $1.44M
|
60.7K
$2.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.87KNew |
$219K - $231K
|
4.87K
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-427- 6.33% |
$19.1K - $20.2K
|
6.32K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
17.6KNew |
$790K - $836K
|
17.6K
$810K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
205New |
$9.19K - $9.72K
|
205
$9.42K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
59+ 0.13% |
$2.64K - $2.8K
|
44.4K
$2.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-5.59K- 21.08% |
$250K - $265K
|
20.9K
$961K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
915+ 15.62% |
$41K - $43.4K
|
6.77K
$311K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
33.8K+ 10.0% |
$1.52M - $1.6M
|
372K
$17.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
603New |
$27K - $28.6K
|
603
$27.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.09K- 54.3% |
$228K - $241K
|
4.29K
$197K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.04K- 4.49% |
$46.7K - $49.4K
|
22.1K
$1.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
117+ 6.96% |
$5.25K - $5.55K
|
1.8K
$82.6K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
489New |
$21.9K - $23.2K
|
489
$22.5K
|
|
| Q2 2024 | |||||||
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.56KNew |
$202K - $208K
|
4.56K
$210K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
18.9KNew |
$835K - $860K
|
18.9K
$867K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
245New |
$10.9K - $11.2K
|
245
$11.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-18.9K- 76.22% |
$838K - $863K
|
5.9K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
5.75KNew |
$255K - $262K
|
5.75K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-3.12K- 4.11% |
$138K - $142K
|
72.9K
$3.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
69.4KNew |
$3.07M - $3.16M
|
69.4K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-4.5K- 83.33% |
$199K - $205K
|
900
$41.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
4.85KNew |
$215K - $221K
|
4.85K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
29.9KNew |
$1.32M - $1.36M
|
29.9K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
5.76KNew |
$255K - $263K
|
5.76K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
353New |
$15.6K - $16.1K
|
353
$16.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-794- 7.91% |
$35.2K - $36.2K
|
9.24K
$425K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.86M+ 5.02% |
$127M - $131M
|
59.9M
$2.75B
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
6.65K+ 1.46% |
$294K - $303K
|
463K
$21.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
263K+ 171.77% |
$11.7M - $12M
|
417K
$19.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
374+ 3.57% |
$16.6K - $17K
|
10.8K
$498K
|
|