Purchases and Sales Made in Q1 2023 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 2023. 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 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
18.1K+ 9.9% |
$887K - $933K
|
201K
$10.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
15.6KNew |
$766K - $805K
|
15.6K
$797K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.8KNew |
$723K - $760K
|
14.8K
$753K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
14.5K+ 14.39% |
$711K - $748K
|
115K
$5.89M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14K+ 19.45% |
$687K - $723K
|
86.1K
$4.39M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
13.4KNew |
$659K - $693K
|
13.4K
$686K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.4KNew |
$654K - $688K
|
13.4K
$681K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.9KNew |
$634K - $667K
|
12.9K
$660K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12.7K+ 6.49% |
$620K - $652K
|
208K
$10.6M
|
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
12.6KNew |
$617K - $649K
|
12.6K
$642K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.6K+ 35.84% |
$616K - $648K
|
47.6K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.5K+ 130.71% |
$561K - $590K
|
20.2K
$1.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
11.4K+ 27.83% |
$559K - $588K
|
52.4K
$2.67M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
10.7KNew |
$526K - $553K
|
10.7K
$548K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.5K+ 163.39% |
$514K - $540K
|
16.9K
$862K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
9.78K+ 91.22% |
$479K - $504K
|
20.5K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.67KNew |
$474K - $499K
|
9.67K
$494K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.5K+ 15.79% |
$465K - $489K
|
69.6K
$3.55M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.07K+ 9.73% |
$445K - $468K
|
102K
$5.22M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.3KNew |
$407K - $428K
|
8.3K
$424K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.42K+ 45.49% |
$363K - $382K
|
23.7K
$1.21M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
7.1KNew |
$348K - $366K
|
7.1K
$362K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
6.74K+ 7.82% |
$330K - $347K
|
92.9K
$4.74M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.56K+ 17.18% |
$321K - $338K
|
44.7K
$2.28M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
6.55K+ 11.86% |
$321K - $338K
|
61.8K
$3.15M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.5KNew |
$319K - $335K
|
6.5K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.18KNew |
$303K - $319K
|
6.18K
$315K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.15K+ 12.56% |
$301K - $317K
|
55.1K
$2.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
5.96K+ 112.02% |
$292K - $307K
|
11.3K
$575K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.75K+ 4.6% |
$282K - $296K
|
131K
$6.68M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
5.63KNew |
$276K - $290K
|
5.63K
$287K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.54K+ 5.36% |
$271K - $285K
|
109K
$5.55M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.53KNew |
$271K - $285K
|
5.53K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.49K+ 6.33% |
$269K - $283K
|
92.2K
$4.7M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.24KNew |
$257K - $270K
|
5.24K
$268K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.12K+ 59.87% |
$251K - $264K
|
13.7K
$697K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.12K+ 59.87% |
$251K - $264K
|
13.7K
$697K
|
|
|
Apr 14, 2023
Q1 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
4.74K+ 0.37% |
$232K - $244K
|
1.27M
$65M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.56KNew |
$223K - $235K
|
4.56K
$232K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.28KNew |
$210K - $220K
|
4.28K
$218K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.14KNew |
$203K - $213K
|
4.14K
$211K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.06KNew |
$199K - $209K
|
4.06K
$207K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
4.04K+ 7.38% |
$198K - $208K
|
58.8K
$3M
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
3.92K+ 7.42% |
$192K - $202K
|
56.7K
$2.89M
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.9K+ 5.2% |
$191K - $201K
|
78.9K
$4.03M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.6KNew |
$176K - $185K
|
3.6K
$184K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.43K+ 47.28% |
$168K - $177K
|
10.7K
$546K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.28KNew |
$161K - $169K
|
3.28K
$167K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.18K+ 7.79% |
$156K - $164K
|
44K
$2.24M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.79K+ 18.83% |
$137K - $144K
|
17.6K
$898K
|