Purchases and Sales Made in Q1 2022 in Ishares Tr Broad Usd Inbd Etfv (USIG)
This table provides information about the institutional ownership of Ishares Tr Broad Usd Inbd Etfv (USIG) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR BROAD USD INBD ETFV.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-25Closed |
$1.36K - $1.48K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-27Closed |
$1.47K - $1.6K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-29Closed |
$1.58K - $1.72K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-30Closed |
$1.63K - $1.78K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-54- 4.7% |
$2.94K - $3.2K
|
1.1K
$55.9K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-66- 3.0% |
$3.59K - $3.92K
|
2.14K
$109K
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-69Closed |
$3.75K - $4.09K
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-80- 13.84% |
$4.35K - $4.75K
|
498
$25.4K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-86Closed |
$4.67K - $5.1K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-89- 1.08% |
$4.84K - $5.28K
|
8.19K
$418K
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-134- 50.0% |
$7.28K - $7.95K
|
134
$6.84K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-135- 3.22% |
$7.34K - $8.01K
|
4.06K
$207K
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-136- 1.51% |
$7.39K - $8.07K
|
8.9K
$454K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-139Closed |
$7.56K - $8.25K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-162- 1.48% |
$8.81K - $9.61K
|
10.8K
$549K
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-173- 0.5% |
$9.4K - $10.3K
|
34.1K
$1.74M
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-190Closed |
$10.3K - $11.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-198- 2.09% |
$10.8K - $11.7K
|
9.29K
$474K
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-218- 3.39% |
$11.9K - $12.9K
|
6.21K
$317K
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-255- 1.03% |
$13.9K - $15.1K
|
24.5K
$1.25M
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-281- 60.69% |
$15.3K - $16.7K
|
182
$9.29K
|
|
May 09, 2022
Q1 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-320- 1.18% |
$17.4K - $19K
|
26.8K
$1.37M
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-337- 82.0% |
$18.3K - $20K
|
74
$3.78K
|
|
Apr 26, 2022
Q1 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-373- 0.28% |
$20.3K - $22.1K
|
131K
$6.69M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-384- 2.54% |
$20.9K - $22.8K
|
14.7K
$752K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-401Closed |
$21.8K - $23.8K
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-403- 2.62% |
$21.9K - $23.9K
|
15K
$763K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-420- 4.03% |
$22.8K - $24.9K
|
9.99K
$510K
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-472Closed |
$25.7K - $28K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-527Closed |
$28.6K - $31.3K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-555- 5.02% |
$30.2K - $32.9K
|
10.5K
$536K
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-600- 97.4% |
$32.6K - $35.6K
|
16
$816
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-641- 1.17% |
$34.8K - $38K
|
54.3K
$2.77M
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-647- 6.27% |
$35.2K - $38.4K
|
9.67K
$493K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-698Closed |
$37.9K - $41.4K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-707- 29.03% |
$38.4K - $41.9K
|
1.73K
$88.2K
|
|
May 09, 2022
Q1 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-709- 0.57% |
$38.5K - $42.1K
|
123K
$6.26M
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-742- 12.92% |
$40.3K - $44K
|
5K
$255K
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-753- 3.57% |
$40.9K - $44.7K
|
20.3K
$1.04M
|
|
May 02, 2022
Q1 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-769Closed |
$41.8K - $45.6K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-776- 12.34% |
$42.2K - $46K
|
5.52K
$281K
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-885- 6.93% |
$48.1K - $52.5K
|
11.9K
$606K
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-920- 0.86% |
$50K - $54.6K
|
106K
$5.42M
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.09K- 12.53% |
$59.1K - $64.5K
|
7.59K
$387K
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.12K- 5.55% |
$61.1K - $66.7K
|
19.1K
$976K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.16K- 1.25% |
$62.9K - $68.6K
|
91.5K
$4.67M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.16K- 1.92% |
$63.3K - $69K
|
59.6K
$3.04M
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.16KClosed |
$63.3K - $69K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.28K- 12.26% |
$69.8K - $76.2K
|
9.19K
$469K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.47K- 4.09% |
$80K - $87.3K
|
34.5K
$1.76M
|