Latest Institutional Purchases of Ishares Core Total Usd Bond Ma (IUSB)
This list provides information on the latest institutional transactions involving Ishares Core Total Usd Bond Ma (IUSB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.38% |
$45.1 - $47.1
|
43
$1.98K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 1.14% |
$45.1 - $47.1
|
89
$4.09K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
491K+ 55.76% |
$22M - $23.3M
|
1.37M
$63.1M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
135K+ 100.18% |
$6.06M - $6.41M
|
270K
$12.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
99.9KNew |
$4.48M - $4.74M
|
99.9K
$4.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
59KNew |
$2.65M - $2.8M
|
59K
$2.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
46.6K+ 12.83% |
$2.09M - $2.21M
|
410K
$18.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
46.2K+ 4.61% |
$2.07M - $2.19M
|
1.05M
$48.1M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
35.2K+ 145.69% |
$1.58M - $1.67M
|
59.3K
$2.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
33.8K+ 10.0% |
$1.52M - $1.6M
|
372K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
33.6KNew |
$1.51M - $1.59M
|
33.6K
$1.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
32.2KNew |
$1.44M - $1.53M
|
32.2K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
19K+ 458.43% |
$853K - $903K
|
23.2K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
17.6KNew |
$790K - $836K
|
17.6K
$810K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
14.3KNew |
$639K - $676K
|
14.3K
$655K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
11.4K+ 121.93% |
$509K - $539K
|
20.7K
$950K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
9.64KNew |
$432K - $457K
|
9.64K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.2K+ 111.04% |
$413K - $436K
|
17.5K
$804K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
8.49K+ 57.36% |
$380K - $402K
|
23.3K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8.31K+ 33.77% |
$372K - $394K
|
32.9K
$1.51M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
8.26K+ 74.17% |
$370K - $392K
|
19.4K
$891K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8.22KNew |
$368K - $390K
|
8.22K
$378K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5.93K+ 36.52% |
$266K - $281K
|
22.2K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5.81KNew |
$261K - $276K
|
5.81K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.3KNew |
$238K - $251K
|
5.3K
$244K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.25KNew |
$235K - $249K
|
5.25K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.87KNew |
$219K - $231K
|
4.87K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.79K+ 70.9% |
$215K - $227K
|
11.5K
$531K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.63KNew |
$208K - $220K
|
4.63K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.43KNew |
$198K - $210K
|
4.43K
$203K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.34KNew |
$195K - $206K
|
4.34K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.06K+ 25.9% |
$182K - $192K
|
19.7K
$906K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
3.65K+ 14.93% |
$164K - $173K
|
28.1K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.3K+ 36.03% |
$148K - $157K
|
12.5K
$573K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3.03K+ 20.3% |
$136K - $143K
|
17.9K
$824K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.55K+ 7.36% |
$114K - $121K
|
37.2K
$1.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.95KNew |
$87.3K - $92.3K
|
1.95K
$89.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.83KNew |
$81.9K - $86.6K
|
1.83K
$83.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$77.3K - $81.8K
|
1.72K
$79.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.67K+ 447.72% |
$74.9K - $79.2K
|
2.04K
$93.9K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.08KNew |
$48.6K - $51.4K
|
1.08K
$49.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
944+ 17.15% |
$42.3K - $44.8K
|
6.45K
$296K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
915+ 15.62% |
$41K - $43.4K
|
6.77K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
775+ 12.82% |
$34.7K - $36.8K
|
6.82K
$313K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
684New |
$30.7K - $32.4K
|
684
$31.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
655New |
$29.4K - $31.1K
|
655
$30.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
648New |
$29K - $30.7K
|
648
$29.8K
|
|