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 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-16.8K- 64.12% |
$729K - $776K
|
9.42K
$439K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
504New |
$21.8K - $23.2K
|
504
$23.5K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
5+ 0.23% |
$217 - $231
|
2.17K
$101K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-296- 1.76% |
$12.8K - $13.6K
|
16.6K
$771K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3.91KNew |
$169K - $180K
|
3.91K
$182K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
5+ 0.23% |
$217 - $231
|
2.17K
$101K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
24.3KNew |
$1.05M - $1.12M
|
24.3K
$1.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
426New |
$18.5K - $19.6K
|
426
$19.8K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.58K+ 17.32% |
$112K - $119K
|
17.5K
$814K
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
57.7K+ 280.73% |
$2.5M - $2.66M
|
78.3K
$3.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.04KNew |
$44.9K - $47.8K
|
1.04K
$48.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
68.1KNew |
$2.95M - $3.14M
|
68.1K
$3.17M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
17.4KNew |
$755K - $804K
|
17.4K
$812K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
676New |
$29.3K - $31.2K
|
676
$31.5K
|
|
| 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
$51.7K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-106K- 93.89% |
$4.66M - $5.07M
|
6.88K
$320K
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
28.9KNew |
$1.27M - $1.39M
|
28.9K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-11.9K- 3.74% |
$525K - $571K
|
306K
$14.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
3.89KNew |
$172K - $187K
|
3.89K
$181K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
84+ 19.44% |
$3.7K - $4.03K
|
516
$24K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.65KNew |
$72.9K - $79.4K
|
1.65K
$77.1K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
23New |
$1.01K - $1.1K
|
23
$1.07K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
2New |
$88.2 - $96
|
2
$93.2
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
34.3K+ 36.58% |
$1.51M - $1.64M
|
128K
$5.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-600- 2.53% |
$26.5K - $28.8K
|
23.1K
$1.08M
|
|
|
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
$78.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-25- 0.5% |
$1.1K - $1.2K
|
4.99K
$232K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
267KNew |
$11.8M - $12.8M
|
267K
$12.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
3.35K+ 24.05% |
$148K - $161K
|
17.3K
$805K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
13KNew |
$575K - $626K
|
13K
$608K
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.97K- 34.34% |
$131K - $142K
|
5.67K
$264K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-277- 2.72% |
$12.2K - $13.3K
|
9.91K
$462K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.42KNew |
$283K - $308K
|
6.42K
$299K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.4K- 52.23% |
$238K - $259K
|
4.94K
$230K
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.24KNew |
$319K - $347K
|
7.24K
$337K
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-524K- 95.77% |
$23.1M - $25.1M
|
23.1K
$1.08M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
319New |
$14.1K - $15.3K
|
319
$14.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.34KNew |
$412K - $448K
|
9.34K
$435K
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
3.33KNew |
$147K - $160K
|
3.33K
$155K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-146- 11.62% |
$6.44K - $7.01K
|
1.11K
$51.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.41K- 9.43% |
$62.3K - $67.8K
|
13.6K
$632K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.95K- 19.12% |
$218K - $237K
|
20.9K
$974K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
470New |
$20.7K - $22.6K
|
470
$21.9K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
200New |
$9.15K - $9.9K
|
200
$9.32K
|
|
|
Aug 15, 2022
Q2 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
33KNew |
$1.51M - $1.64M
|
33K
$1.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
299New |
$13.7K - $14.8K
|
299
$13.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-5.05K- 53.25% |
$231K - $250K
|
4.44K
$207K
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
25.9KNew |
$1.18M - $1.28M
|
25.9K
$1.21M
|
|