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 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-8.8K- 18.49% |
$431K - $453K
|
38.8K
$1.98M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-10.3K- 3.67% |
$504K - $529K
|
269K
$13.7M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-10.6K- 4.34% |
$521K - $547K
|
234K
$12M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.6K- 26.39% |
$616K - $648K
|
35.1K
$1.79M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-12.6K- 49.52% |
$619K - $650K
|
12.9K
$656K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12.7K- 99.56% |
$621K - $653K
|
56
$2.86K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-14.4K- 7.78% |
$706K - $743K
|
171K
$8.72M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-17.9K- 29.09% |
$878K - $923K
|
43.7K
$2.23M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19.6K- 32.18% |
$958K - $1.01M
|
41.2K
$2.1M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.9K- 63.66% |
$977K - $1.03M
|
11.4K
$581K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-22.8K- 24.13% |
$1.12M - $1.18M
|
71.8K
$3.67M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-26.4K- 42.4% |
$1.29M - $1.36M
|
35.9K
$1.83M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-30.5K- 56.92% |
$1.49M - $1.57M
|
23.1K
$1.18M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-33.5K- 18.45% |
$1.64M - $1.73M
|
148K
$7.56M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-38.2K- 63.6% |
$1.87M - $1.97M
|
21.8K
$1.11M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-44.7K- 46.58% |
$2.19M - $2.3M
|
51.2K
$2.61M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-46.4K- 19.97% |
$2.28M - $2.39M
|
186K
$9.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-46.7K- 3.2% |
$2.29M - $2.41M
|
1.41M
$72.2M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48.4K- 1.46% |
$2.37M - $2.5M
|
3.26M
$166M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-49.3K- 19.2% |
$2.42M - $2.54M
|
207K
$10.6M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-63.5K- 52.26% |
$3.11M - $3.27M
|
58K
$2.96M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-88.9K- 35.01% |
$4.36M - $4.58M
|
165K
$8.42M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-101K- 97.7% |
$4.96M - $5.21M
|
2.38K
$122K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-163K- 51.6% |
$7.96M - $8.37M
|
152K
$7.78M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-254K- 6.23% |
$12.5M - $13.1M
|
3.82M
$195M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-368K- 86.9% |
$18M - $19M
|
55.5K
$2.83M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-369K- 15.25% |
$18.1M - $19M
|
2.05M
$105M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-395K- 5.07% |
$19.4M - $20.4M
|
7.4M
$377M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-536K- 90.75% |
$26.3M - $27.6M
|
54.6K
$2.79M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-782K- 19.09% |
$38.3M - $40.3M
|
3.31M
$169M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.66M- 8.78% |
$130M - $137M
|
27.6M
$1.41B
|