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 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-7.01K- 25.05% |
$316K - $330K
|
21K
$964K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.7K- 1.96% |
$167K - $174K
|
185K
$8.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-54.3K- 18.35% |
$2.45M - $2.56M
|
241K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
24+ 0.09% |
$1.08K - $1.13K
|
28.1K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-220K- 18.17% |
$9.9M - $10.3M
|
989K
$45.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.35K- 25.82% |
$60.7K - $63.4K
|
3.87K
$178K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
143+ 4.02% |
$6.45K - $6.74K
|
3.7K
$170K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.45KNew |
$65.4K - $68.3K
|
1.45K
$66.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
253+ 1265.0% |
$11.4K - $11.9K
|
273
$12.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
45K+ 23.05% |
$2.03M - $2.12M
|
240K
$11M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
68.4KNew |
$3.08M - $3.22M
|
68.4K
$3.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.14K- 27.29% |
$232K - $242K
|
13.7K
$629K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.48K- 5.01% |
$66.7K - $69.7K
|
28.1K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.38% |
$45.1 - $47.1
|
43
$1.98K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-260- 0.16% |
$11.7K - $12.2K
|
160K
$7.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.99K+ 67.21% |
$450K - $470K
|
24.8K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.3K+ 9.01% |
$690K - $721K
|
185K
$8.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.67K- 18.27% |
$75.3K - $78.7K
|
7.48K
$344K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
126KNew |
$5.69M - $5.95M
|
126K
$5.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
225+ 11.39% |
$10.1K - $10.6K
|
2.2K
$101K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
585+ 5.95% |
$26.4K - $27.6K
|
10.4K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
13.8K+ 3.29% |
$622K - $650K
|
432K
$19.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.92K- 7.54% |
$132K - $138K
|
35.9K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
732+ 9.41% |
$33K - $34.5K
|
8.51K
$391K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.84K+ 5.49% |
$82.7K - $86.5K
|
35.3K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.98K+ 19.78% |
$134K - $140K
|
18K
$829K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.47K+ 3.82% |
$111K - $116K
|
67.1K
$3.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
55.3KNew |
$2.49M - $2.6M
|
55.3K
$2.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.02K- 18.79% |
$91.2K - $95.3K
|
8.75K
$402K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-4.57K- 3.34% |
$206K - $215K
|
132K
$6.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.48K+ 4.42% |
$112K - $117K
|
58.6K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
19.9K+ 3.62% |
$896K - $936K
|
568K
$26.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
18.3KNew |
$823K - $860K
|
18.3K
$839K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
216New |
$9.74K - $10.2K
|
216
$9.93K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-43.6K- 7.37% |
$1.96M - $2.05M
|
548K
$25.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.9K- 4.46% |
$673K - $703K
|
320K
$14.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.8K+ 11.66% |
$489K - $511K
|
104K
$4.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.81K+ 27.35% |
$171K - $179K
|
17.7K
$814K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
38K+ 26.03% |
$1.71M - $1.79M
|
184K
$8.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-3.36K- 21.35% |
$152K - $158K
|
12.4K
$569K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-918- 0.78% |
$41.4K - $43.2K
|
117K
$5.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-47.7K- 34.04% |
$2.15M - $2.25M
|
92.4K
$4.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-667- 6.98% |
$30.1K - $31.4K
|
8.89K
$409K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-437- 3.17% |
$19.7K - $20.6K
|
13.4K
$614K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.72K+ 8.4% |
$123K - $128K
|
35.1K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
108K+ 265.07% |
$4.85M - $5.07M
|
148K
$6.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
45.6K+ 4077.91% |
$2.05M - $2.15M
|
46.7K
$2.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
67.8K+ 10.63% |
$3.05M - $3.19M
|
705K
$32.4M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
72+ 1.59% |
$3.25K - $3.39K
|
4.59K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10.3K+ 13.23% |
$463K - $483K
|
87.8K
$4.04M
|