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 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-62- 12.68% |
$2.79K - $2.92K
|
427
$19.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-37.9K- 29.51% |
$1.71M - $1.79M
|
90.6K
$4.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 1.17% |
$90.1 - $94.2
|
173
$7.95K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.17K+ 1.72% |
$52.6K - $54.9K
|
68.8K
$3.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-23.1K- 49.97% |
$1.04M - $1.09M
|
23.1K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-274K- 13.43% |
$12.3M - $12.9M
|
1.77M
$81.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.69K+ 195.06% |
$392K - $409K
|
13.1K
$604K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-46.9K- 9.24% |
$2.11M - $2.21M
|
461K
$21.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-142K- 8.35% |
$6.4M - $6.69M
|
1.56M
$71.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.64K- 14.8% |
$119K - $124K
|
15.2K
$697K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.92K+ 57.09% |
$312K - $326K
|
19K
$875K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-40K- 27.07% |
$1.8M - $1.89M
|
108K
$4.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.59M+ 12.21% |
$297M - $310M
|
60.5M
$2.78B
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.97K+ 20.23% |
$269K - $281K
|
35.5K
$1.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.1K+ 8.63% |
$455K - $475K
|
127K
$5.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-16K- 4.88% |
$720K - $752K
|
312K
$14.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
1.2K+ 0.97% |
$54K - $56.5K
|
125K
$5.75M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.6K+ 1.77% |
$72.1K - $75.3K
|
92.1K
$4.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.44M- 11.46% |
$110M - $115M
|
18.9M
$868M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.59K- 12.54% |
$297K - $310K
|
46K
$2.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
12.7KNew |
$572K - $598K
|
12.7K
$583K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-2.38K- 10.45% |
$107K - $112K
|
20.4K
$938K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-14.6K- 8.4% |
$659K - $689K
|
159K
$7.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
27KNew |
$1.22M - $1.27M
|
27K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
753+ 13.55% |
$33.9K - $35.5K
|
6.31K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.61KNew |
$208K - $217K
|
4.61K
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-5.47K- 16.19% |
$246K - $258K
|
28.3K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.34K- 9.68% |
$286K - $299K
|
59.2K
$2.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
5.37KNew |
$242K - $253K
|
5.37K
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
25K+ 186.07% |
$1.13M - $1.18M
|
38.5K
$1.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
23.2K+ 3.38% |
$1.04M - $1.09M
|
708K
$32.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-49.9K- 9.01% |
$2.25M - $2.35M
|
504K
$23.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
19.3KNew |
$871K - $910K
|
19.3K
$888K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-13.4K- 13.78% |
$606K - $633K
|
84.1K
$3.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-49.6K- 45.39% |
$2.24M - $2.34M
|
59.7K
$2.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
4.91KNew |
$221K - $231K
|
4.91K
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-77.7K- 24.21% |
$3.5M - $3.66M
|
243K
$11.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.76K- 11.2% |
$350K - $365K
|
61.5K
$2.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-1.25K- 33.33% |
$56.3K - $58.9K
|
2.5K
$115K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
10.4K+ 21.36% |
$471K - $492K
|
59.4K
$2.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
16.7K+ 20.27% |
$751K - $784K
|
98.8K
$4.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
227K+ 5.3% |
$10.2M - $10.7M
|
4.51M
$207M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-26.1K- 18.35% |
$1.18M - $1.23M
|
116K
$5.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-174- 0.65% |
$7.84K - $8.2K
|
26.7K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4.69KNew |
$211K - $221K
|
4.69K
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-39.8K- 1.31% |
$1.79M - $1.87M
|
3.01M
$138M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
13New |
$586 - $612
|
13
$597
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
354KNew |
$16M - $16.7M
|
354K
$16.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
77.6K+ 5.09% |
$3.5M - $3.66M
|
1.6M
$73.6M
|