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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.74KNew |
$378K - $403K
|
8.74K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.35KNew |
$275K - $293K
|
6.35K
$292K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
128New |
$5.54K - $5.9K
|
128
$5.88K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
18New |
$780 - $830
|
18
$827
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
96.6KNew |
$4.18M - $4.45M
|
96.6K
$4.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
102New |
$4.42K - $4.7K
|
102
$4.69K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-473- 5.01% |
$20.5K - $21.8K
|
8.98K
$412K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-758- 12.13% |
$32.8K - $35K
|
5.49K
$252K
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
31.7KNew |
$1.37M - $1.46M
|
31.7K
$1.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.69K- 23.81% |
$73.2K - $78K
|
5.41K
$249K
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
53.8KNew |
$2.33M - $2.48M
|
53.8K
$2.47M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
90New |
$3.9K - $4.15K
|
90
$4.14K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
28.1K+ 44.12% |
$1.21M - $1.29M
|
91.6K
$4.21M
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
1New |
$43.3 - $46.1
|
1
$46
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
17KNew |
$736K - $784K
|
17K
$781K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-787- 12.31% |
$34.1K - $36.3K
|
5.61K
$258K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
112New |
$4.85K - $5.16K
|
112
$5.15K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-162K- 95.75% |
$7M - $7.46M
|
7.17K
$329K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.25K- 94.36% |
$54.3K - $57.8K
|
75
$3.45K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
233New |
$10.1K - $10.7K
|
233
$10.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-16.8K- 64.12% |
$729K - $776K
|
9.42K
$433K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
504New |
$21.8K - $23.2K
|
504
$23.2K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
5+ 0.23% |
$217 - $231
|
2.17K
$99.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-296- 1.76% |
$12.8K - $13.6K
|
16.6K
$761K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3.91KNew |
$169K - $180K
|
3.91K
$180K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
5+ 0.23% |
$217 - $231
|
2.17K
$99.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
24.3KNew |
$1.05M - $1.12M
|
24.3K
$1.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
426New |
$18.5K - $19.6K
|
426
$19.6K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.58K+ 17.32% |
$112K - $119K
|
17.5K
$803K
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
57.7K+ 280.73% |
$2.5M - $2.66M
|
78.3K
$3.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.04KNew |
$44.9K - $47.8K
|
1.04K
$47.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
68.1KNew |
$2.95M - $3.14M
|
68.1K
$3.13M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
17.4KNew |
$755K - $804K
|
17.4K
$801K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
676New |
$29.3K - $31.2K
|
676
$31.1K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.39KClosed |
$106K - $115K
|
0
$0
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-146- 11.62% |
$6.44K - $7.01K
|
1.11K
$51K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-106K- 93.89% |
$4.66M - $5.07M
|
6.88K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
28.9KNew |
$1.27M - $1.39M
|
28.9K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-11.9K- 3.74% |
$525K - $571K
|
306K
$14.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
3.89KNew |
$172K - $187K
|
3.89K
$179K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
84+ 19.44% |
$3.7K - $4.03K
|
516
$23.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.65KNew |
$72.9K - $79.4K
|
1.65K
$76K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
23New |
$1.01K - $1.1K
|
23
$1.06K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
2New |
$88.2 - $96
|
2
$91.9
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
34.3K+ 36.58% |
$1.51M - $1.64M
|
128K
$5.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
975New |
$43K - $46.8K
|
975
$44.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.2% |
$132 - $144
|
1.48K
$67.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-600- 2.53% |
$26.5K - $28.8K
|
23.1K
$1.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-5.42KClosed |
$239K - $260K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-40.5K- 96.0% |
$1.78M - $1.94M
|
1.68K
$77.4K
|
|