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 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.4K+ 0.43% |
$514K - $537K
|
2.63M
$121M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.36K- 28.11% |
$151K - $158K
|
8.59K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-169K- 85.87% |
$7.64M - $7.98M
|
27.9K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-312K- 67.93% |
$14.1M - $14.7M
|
147K
$6.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.59K- 5.64% |
$71.8K - $75K
|
26.6K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
13+ 0.28% |
$586 - $612
|
4.59K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
5.36KNew |
$242K - $252K
|
5.36K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-194K- 53.51% |
$8.73M - $9.12M
|
168K
$7.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
649+ 0.25% |
$29.3K - $30.6K
|
263K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
190KNew |
$8.57M - $8.96M
|
190K
$8.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.7K+ 36.33% |
$76.8K - $80.2K
|
6.39K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.01K+ 1.46% |
$181K - $189K
|
278K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.43KNew |
$200K - $209K
|
4.43K
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-111K- 17.37% |
$4.99M - $5.21M
|
527K
$24.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-350- 1.32% |
$15.8K - $16.5K
|
26.2K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.87K- 10.83% |
$219K - $229K
|
40.1K
$1.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-100K- 8.96% |
$4.52M - $4.72M
|
1.02M
$46.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-18.5K- 5.64% |
$836K - $873K
|
310K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.6M+ 6386.51% |
$72M - $75.2M
|
1.62M
$74.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
155K+ 10.16% |
$6.99M - $7.3M
|
1.68M
$77.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.05K- 2.19% |
$92.4K - $96.6K
|
91.7K
$4.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.2K- 18.2% |
$234K - $245K
|
23.3K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-14- 0.16% |
$631 - $659
|
8.96K
$411K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-12.4K- 2.55% |
$558K - $583K
|
473K
$21.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
20.3KNew |
$914K - $955K
|
20.3K
$932K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
234K+ 50.74% |
$10.5M - $11M
|
695K
$31.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.22K+ 11.44% |
$415K - $434K
|
89.8K
$4.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.3K+ 129.22% |
$556K - $581K
|
21.9K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
25.1K+ 72.42% |
$1.13M - $1.18M
|
59.9K
$2.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.93K- 0.72% |
$87.1K - $91K
|
266K
$12.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
635New |
$28.6K - $29.9K
|
635
$29.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
53K+ 5.89% |
$2.39M - $2.49M
|
952K
$43.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6.83KNew |
$308K - $322K
|
6.83K
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-448- 5.96% |
$20.2K - $21.1K
|
7.07K
$325K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
85.5K+ 6.49% |
$3.85M - $4.03M
|
1.4M
$64.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-266K- 18.13% |
$12M - $12.5M
|
1.2M
$55.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.5K- 22.73% |
$158K - $165K
|
11.9K
$547K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-9.58K- 34.85% |
$432K - $451K
|
17.9K
$822K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
322New |
$14.5K - $15.2K
|
322
$14.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.07MNew |
$183M - $192M
|
4.07M
$187M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.08KNew |
$93.8K - $98.1K
|
2.08K
$95.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
17K+ 1.94% |
$765K - $800K
|
891K
$40.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
101K+ 310.01% |
$4.53M - $4.73M
|
133K
$6.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
17.4KNew |
$784K - $819K
|
17.4K
$799K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
177K+ 12.76% |
$7.97M - $8.33M
|
1.56M
$71.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-322- 1.22% |
$14.5K - $15.2K
|
26.1K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
187KNew |
$8.44M - $8.82M
|
187K
$8.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-93.3K- 34.45% |
$4.21M - $4.4M
|
178K
$8.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-5.49K- 9.31% |
$248K - $259K
|
53.5K
$2.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.22K- 27.57% |
$100K - $104K
|
5.83K
$268K
|