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
|
Redwood Financial Network Corp
|
SELL
|
- |
-686- 12.45% |
$30.9K - $32.3K
|
4.82K
$222K
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
34+ 0.16% |
$1.53K - $1.6K
|
21K
$966K
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-19.1K- 35.26% |
$859K - $898K
|
35K
$1.61M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-335K- 3.11% |
$15.1M - $15.8M
|
10.4M
$480M
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
272K+ 2467.26% |
$12.3M - $12.8M
|
283K
$13M
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.92K- 37.11% |
$267K - $279K
|
10K
$461K
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-2.88K- 3.44% |
$130K - $136K
|
80.9K
$3.72M
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3.49K- 30.1% |
$157K - $165K
|
8.11K
$373K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
27.1K+ 43.97% |
$1.22M - $1.28M
|
88.6K
$4.07M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.59M- 12.49% |
$117M - $122M
|
18.1M
$833M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-249K- 30.09% |
$11.2M - $11.7M
|
577K
$26.5M
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-12.8K- 21.94% |
$577K - $603K
|
45.6K
$2.09M
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-110- 12.13% |
$4.96K - $5.18K
|
797
$36.6K
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-964K- 89.07% |
$43.4M - $45.4M
|
118K
$5.44M
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
22.2KNew |
$999K - $1.04M
|
22.2K
$1.02M
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
6.67KNew |
$300K - $314K
|
6.67K
$306K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.93K- 29.48% |
$222K - $232K
|
11.8K
$541K
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-7.76K- 10.53% |
$350K - $365K
|
65.9K
$3.03M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-2.13K- 5.69% |
$96.1K - $100K
|
35.3K
$1.62M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.92K+ 6.06% |
$86.4K - $90.3K
|
33.6K
$1.54M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.51K+ 120.48% |
$68.1K - $71.2K
|
2.77K
$127K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-4.28M- 97.79% |
$193M - $202M
|
96.9K
$4.45M
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-653- 35.82% |
$29.4K - $30.8K
|
1.17K
$53.8K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-26- 0.6% |
$1.17K - $1.22K
|
4.32K
$199K
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
55.6K+ 30.23% |
$2.51M - $2.62M
|
240K
$11M
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
937+ 7.52% |
$42.2K - $44.1K
|
13.4K
$616K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
990New |
$44.6K - $46.6K
|
990
$45.5K
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.74KNew |
$349K - $365K
|
7.74K
$356K
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
7.11KNew |
$320K - $335K
|
7.11K
$327K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
483+ 48300.0% |
$21.8K - $22.7K
|
484
$22.2K
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-52.4K- 7.39% |
$2.36M - $2.47M
|
656K
$30.1M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-52.4K- 19.87% |
$2.36M - $2.47M
|
211K
$9.7M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.5M+ 6.24% |
$113M - $118M
|
42.5M
$1.95B
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.61K+ 52.15% |
$163K - $170K
|
10.5K
$484K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.9M- 11.25% |
$807M - $843M
|
141M
$6.48B
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.3K- 10.31% |
$149K - $156K
|
28.7K
$1.32M
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15.5KNew |
$698K - $729K
|
15.5K
$712K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
81.1K+ 16.13% |
$3.65M - $3.82M
|
584K
$26.8M
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
39+ 0.47% |
$1.76K - $1.84K
|
8.28K
$381K
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-6.59K- 10.19% |
$297K - $310K
|
58K
$2.67M
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65.2K+ 1.66% |
$2.94M - $3.07M
|
4M
$184M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.4K+ 14.03% |
$108K - $113K
|
19.5K
$896K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
351+ 3.05% |
$15.8K - $16.5K
|
11.8K
$544K
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-108- 1.52% |
$4.87K - $5.09K
|
6.98K
$321K
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-5.9K- 2.91% |
$266K - $278K
|
197K
$9.04M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.1K+ 11.53% |
$634K - $662K
|
136K
$6.25M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
22.6KNew |
$1.02M - $1.06M
|
22.6K
$1.04M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.37M+ 6.7% |
$61.8M - $64.6M
|
21.9M
$1B
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.32M+ 13.52% |
$240M - $250M
|
44.6M
$2.05B
|