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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-6KClosed |
$262K - $274K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-55.9K- 67.05% |
$2.44M - $2.55M
|
27.5K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-22.6K- 2.6% |
$985K - $1.03M
|
847K
$38.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-26.1K- 7.64% |
$1.14M - $1.19M
|
316K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-182K- 93.87% |
$7.95M - $8.32M
|
11.9K
$547K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
105K+ 5.89% |
$4.58M - $4.79M
|
1.88M
$86.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-15.8K- 33.92% |
$687K - $719K
|
30.7K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.92KNew |
$258K - $270K
|
5.92K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-14KClosed |
$612K - $641K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
17New |
$742 - $776
|
17
$781
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
33.7K+ 1687350.0% |
$1.47M - $1.54M
|
33.7K
$1.55M
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.17K- 30.62% |
$94.6K - $99K
|
4.92K
$226K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
11New |
$480 - $502
|
11
$505
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.41K- 26.73% |
$105K - $110K
|
6.61K
$304K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
6.33KNew |
$276K - $289K
|
6.33K
$291K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
15.9KNew |
$694K - $726K
|
15.9K
$731K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-537- 2.63% |
$23.4K - $24.5K
|
19.9K
$915K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.92K+ 28.38% |
$83.7K - $87.6K
|
8.68K
$399K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
84New |
$3.66K - $3.83K
|
84
$3.86K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1- 0.08% |
$43.6 - $45.6
|
1.29K
$59.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
204+ 0.81% |
$8.9K - $9.31K
|
25.5K
$1.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-159K- 18.51% |
$6.95M - $7.27M
|
701K
$32.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.89K- 13.42% |
$82.2K - $86K
|
12.2K
$559K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.26K- 1.98% |
$55.1K - $57.7K
|
62.6K
$2.88M
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
5+ 0.87% |
$218 - $228
|
582
$26.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
67New |
$2.92K - $3.06K
|
67
$3.08K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
473+ 5.89% |
$20.6K - $21.6K
|
8.51K
$391K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-11.6K- 42.27% |
$508K - $531K
|
15.9K
$731K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.94KNew |
$84.6K - $88.5K
|
1.94K
$89.1K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
6.68KNew |
$291K - $305K
|
6.68K
$307K
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
82.3KNew |
$3.59M - $3.75M
|
82.3K
$3.78M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.08KNew |
$265K - $278K
|
6.08K
$279K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-16K- 55.66% |
$698K - $730K
|
12.7K
$586K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.07KNew |
$134K - $140K
|
3.07K
$141K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
237New |
$10.3K - $10.8K
|
237
$10.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.88K+ 11.79% |
$126K - $131K
|
27.3K
$1.25M
|
|
| Q2 2023 | |||||||
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-164Closed |
$7.4K - $7.62K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5.4KNew |
$244K - $251K
|
5.4K
$248K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-800- 8.25% |
$36.1K - $37.2K
|
8.9K
$409K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
7.42KNew |
$335K - $345K
|
7.42K
$341K
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1New |
$45.1 - $46.5
|
1
$46
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.12KNew |
$276K - $284K
|
6.12K
$281K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-75- 1.55% |
$3.38K - $3.48K
|
4.76K
$219K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
35.8KNew |
$1.61M - $1.66M
|
35.8K
$1.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
9.61KNew |
$433K - $446K
|
9.61K
$441K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7+ 0.09% |
$316 - $325
|
7.71K
$354K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
629New |
$28.4K - $29.2K
|
629
$28.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.36K- 19.8% |
$61.2K - $63K
|
5.49K
$252K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-670- 11.24% |
$30.2K - $31.1K
|
5.29K
$243K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-7.23K- 43.5% |
$326K - $336K
|
9.39K
$431K
|
|