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 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.72K+ 59.65% |
$133K - $140K
|
7.27K
$371K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.56K+ 7.94% |
$126K - $132K
|
34.9K
$1.78M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.21K+ 84.59% |
$108K - $114K
|
4.82K
$246K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.16K+ 19.57% |
$106K - $111K
|
13.2K
$673K
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2.01K+ 15.07% |
$98.4K - $103K
|
15.3K
$782K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.99K+ 1474.07% |
$97.5K - $103K
|
2.13K
$108K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.86KNew |
$91K - $95.7K
|
1.86K
$94.7K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.69K+ 5.01% |
$82.8K - $87K
|
35.4K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.62K+ 49.01% |
$79.2K - $83.3K
|
4.92K
$251K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.54K+ 24.34% |
$75.5K - $79.4K
|
7.87K
$401K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.53K+ 35.16% |
$75K - $78.8K
|
5.88K
$300K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.45K+ 6.51% |
$71.2K - $74.8K
|
23.7K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
BUY
|
- |
1.43K+ 2.73% |
$69.8K - $73.4K
|
53.6K
$2.73M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.42KNew |
$69.7K - $73.3K
|
1.42K
$72.6K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.41K+ 13.6% |
$69.2K - $72.7K
|
11.8K
$601K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.33KNew |
$65.4K - $68.7K
|
1.33K
$68.1K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.24KNew |
$60.8K - $63.9K
|
1.24K
$63.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
1.21K+ 0.26% |
$59.3K - $62.4K
|
458K
$23.4M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.03K+ 0.73% |
$50.6K - $53.2K
|
142K
$7.24M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1KNew |
$49K - $51.5K
|
1K
$51K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
969+ 4.0% |
$47.5K - $49.9K
|
25.2K
$1.29M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
898+ 1136.71% |
$44K - $46.3K
|
977
$49.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
867+ 1.57% |
$42.5K - $44.7K
|
56.1K
$2.86M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
836+ 928.89% |
$41K - $43.1K
|
926
$47.2K
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
815New |
$39.9K - $42K
|
815
$41.6K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
783+ 195.75% |
$38.4K - $40.3K
|
1.18K
$60.4K
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
783+ 195.75% |
$38.4K - $40.3K
|
1.18K
$60.4K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
730+ 16.27% |
$35.8K - $37.6K
|
5.22K
$266K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
660New |
$32.3K - $34K
|
660
$33.7K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
653+ 5.94% |
$32K - $33.6K
|
11.7K
$595K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
647+ 12.3% |
$31.7K - $33.3K
|
5.91K
$301K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
600+ 10.84% |
$29.4K - $30.9K
|
6.14K
$313K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
BUY
|
- |
575+ 2.61% |
$28.2K - $29.6K
|
22.6K
$1.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
542+ 0.83% |
$26.6K - $27.9K
|
66.2K
$3.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
522New |
$25.6K - $26.9K
|
522
$26.6K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
518+ 115.63% |
$25.4K - $26.7K
|
966
$49.3K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
507+ 135.56% |
$24.8K - $26.1K
|
881
$44.9K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
480+ 21.17% |
$23.5K - $24.7K
|
2.75K
$140K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
385New |
$18.9K - $19.8K
|
385
$19.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
377+ 1.36% |
$18.5K - $19.4K
|
28.1K
$1.43M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
354+ 120.41% |
$17.3K - $18.2K
|
648
$33.1K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
338New |
$16.6K - $17.4K
|
338
$17.2K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
334New |
$16.4K - $17.2K
|
334
$17K
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
324+ 3.33% |
$15.9K - $16.7K
|
10.1K
$513K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
300New |
$14.7K - $15.5K
|
300
$15.3K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
297New |
$14.6K - $15.3K
|
297
$15.2K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
275+ 1.95% |
$13.5K - $14.2K
|
14.3K
$732K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
251+ 1.29% |
$12.3K - $12.9K
|
19.7K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
247+ 3.29% |
$12.1K - $12.7K
|
7.75K
$395K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
245+ 2.59% |
$12K - $12.6K
|
9.7K
$495K
|