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 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22K+ 9.1% |
$991K - $1.04M
|
263K
$12.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-165K- 7.15% |
$7.42M - $7.75M
|
2.14M
$98.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.54K- 3.26% |
$160K - $167K
|
105K
$4.83M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
40.4KNew |
$1.82M - $1.9M
|
40.4K
$1.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
217+ 31.31% |
$9.78K - $10.2K
|
910
$41.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
160+ 1.99% |
$7.21K - $7.54K
|
8.22K
$378K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-467K- 10.11% |
$21.1M - $22M
|
4.15M
$191M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
258KNew |
$11.6M - $12.2M
|
258K
$11.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
59.6K+ 27.51% |
$2.69M - $2.81M
|
276K
$12.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-2.71K- 12.69% |
$122K - $127K
|
18.6K
$855K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
37.6K+ 13.56% |
$1.7M - $1.77M
|
315K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-841- 13.56% |
$37.9K - $39.6K
|
5.36K
$246K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.22K- 10.38% |
$99.9K - $104K
|
19.2K
$880K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-141K- 13.71% |
$6.35M - $6.64M
|
886K
$40.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-612- 0.46% |
$27.6K - $28.8K
|
134K
$6.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
176+ 1.43% |
$7.93K - $8.29K
|
12.5K
$574K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.27K- 0.54% |
$57.2K - $59.8K
|
234K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.52K+ 15.82% |
$114K - $119K
|
18.4K
$848K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-13.3K- 14.87% |
$598K - $625K
|
75.9K
$3.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
10.3KNew |
$464K - $485K
|
10.3K
$473K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
970+ 3.67% |
$43.7K - $45.7K
|
27.4K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.22K- 33.65% |
$55.1K - $57.6K
|
2.41K
$111K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
107New |
$4.82K - $5.04K
|
107
$4.92K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
412+ 1.91% |
$18.6K - $19.4K
|
22K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.9K+ 4.07% |
$311K - $325K
|
176K
$8.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
117K+ 4.56% |
$5.29M - $5.53M
|
2.69M
$124M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
170K+ 73.47% |
$7.65M - $7.99M
|
401K
$18.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-11.6K- 5.12% |
$524K - $548K
|
215K
$9.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.44K- 7.12% |
$64.8K - $67.7K
|
18.8K
$862K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.56K+ 1.67% |
$250K - $262K
|
339K
$15.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
10KNew |
$452K - $473K
|
10K
$461K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-573- 1.47% |
$25.8K - $27K
|
38.4K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-97- 16.41% |
$4.37K - $4.57K
|
494
$22.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
5.69K+ 0.86% |
$256K - $268K
|
670K
$30.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.11K- 13.05% |
$49.9K - $52.1K
|
7.38K
$339K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 1.23% |
$90.1 - $94.2
|
164
$7.54K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-45.1K- 19.4% |
$2.03M - $2.13M
|
187K
$8.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
700+ 2.74% |
$31.5K - $33K
|
26.3K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-41.4K- 9.29% |
$1.86M - $1.95M
|
404K
$18.6M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10+ 0.05% |
$451 - $471
|
21.7K
$999K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-4.03K- 10.23% |
$182K - $190K
|
35.4K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
392KNew |
$17.7M - $18.5M
|
392K
$18M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
252KNew |
$11.4M - $11.9M
|
252K
$11.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.86K- 9.13% |
$174K - $182K
|
38.3K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16.9K+ 2.22% |
$760K - $794K
|
777K
$35.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.02K- 26.69% |
$226K - $237K
|
13.8K
$634K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-9.39K- 46.17% |
$423K - $442K
|
10.9K
$503K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
778+ 4.43% |
$35.1K - $36.6K
|
18.3K
$842K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
3.27KNew |
$147K - $154K
|
3.27K
$150K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-142K- 20.26% |
$6.41M - $6.7M
|
560K
$25.7M
|