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 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.6K- 4.89% |
$433K - $452K
|
187K
$8.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-81.5K- 12.74% |
$3.67M - $3.84M
|
558K
$25.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
166KNew |
$7.5M - $7.84M
|
166K
$7.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-7.17K- 9.99% |
$323K - $338K
|
64.6K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-85.9K- 57.37% |
$3.87M - $4.04M
|
63.8K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-26K- 14.48% |
$1.17M - $1.22M
|
153K
$7.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-10.7K- 2.53% |
$484K - $506K
|
414K
$19M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-10.9K- 4.16% |
$492K - $514K
|
252K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.4K+ 6.39% |
$470K - $491K
|
174K
$7.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
13.9K+ 13.66% |
$629K - $657K
|
116K
$5.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.92K- 9.13% |
$86.4K - $90.3K
|
19.1K
$877K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
161KNew |
$7.27M - $7.59M
|
161K
$7.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-64.2K- 77.57% |
$2.89M - $3.02M
|
18.6K
$854K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-7.93K- 11.0% |
$357K - $374K
|
64.2K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-636- 1.26% |
$28.7K - $30K
|
49.7K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
47.1KNew |
$2.12M - $2.22M
|
47.1K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
214+ 4.44% |
$9.64K - $10.1K
|
5.03K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-329K- 27.25% |
$14.8M - $15.5M
|
878K
$40.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-25.1K- 31.16% |
$1.13M - $1.18M
|
55.4K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-27.9K- 10.98% |
$1.26M - $1.31M
|
226K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.96K+ 68.13% |
$313K - $328K
|
17.2K
$789K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55.3K- 8.0% |
$2.49M - $2.61M
|
636K
$29.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 0.7% |
$50.1K - $52.4K
|
159K
$7.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-824K- 9.65% |
$37.1M - $38.8M
|
7.72M
$355M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-268K- 11.01% |
$12.1M - $12.6M
|
2.17M
$99.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
513K+ 12.92% |
$23.1M - $24.2M
|
4.49M
$206M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22K+ 17.88% |
$993K - $1.04M
|
145K
$6.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.37KNew |
$332K - $347K
|
7.37K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.69K- 8.17% |
$76K - $79.5K
|
19K
$871K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
214+ 4.44% |
$9.64K - $10.1K
|
5.03K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
169K+ 35.87% |
$7.62M - $7.96M
|
640K
$29.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
65.7KNew |
$2.96M - $3.09M
|
65.7K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
229+ 2.5% |
$10.3K - $10.8K
|
9.4K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
129+ 1.09% |
$5.81K - $6.08K
|
12K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
300K+ 11.79% |
$13.5M - $14.1M
|
2.84M
$131M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-37.3K- 7.96% |
$1.68M - $1.76M
|
431K
$19.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-252- 4.03% |
$11.4K - $11.9K
|
6K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-179- 3.36% |
$8.07K - $8.43K
|
5.15K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-670K- 11.45% |
$30.2M - $31.5M
|
5.18M
$238M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-556K- 6.58% |
$25.1M - $26.2M
|
7.9M
$363M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
37.3K+ 2.08% |
$1.68M - $1.76M
|
1.83M
$84M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.47M+ 17.77% |
$66.1M - $69.1M
|
9.72M
$447M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.3K- 2.67% |
$58.5K - $61.1K
|
47.3K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-229K- 7.25% |
$10.3M - $10.8M
|
2.93M
$135M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
23.5K+ 17.26% |
$1.06M - $1.11M
|
160K
$7.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
32.7K+ 49.32% |
$1.47M - $1.54M
|
98.9K
$4.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.55K- 4.86% |
$115K - $120K
|
49.8K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.16KNew |
$187K - $196K
|
4.16K
$191K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
499New |
$22.5K - $23.5K
|
499
$22.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
93.4KNew |
$4.21M - $4.4M
|
93.4K
$4.29M
|