Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.18K+ 10.91% |
$209K - $215K
|
42.5K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.18KNew |
$209K - $214K
|
4.18K
$210K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4K+ 17.51% |
$200K - $205K
|
26.9K
$1.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
3.81K+ 5.32% |
$191K - $195K
|
75.4K
$3.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.79K+ 32.57% |
$190K - $195K
|
15.4K
$778K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.78K+ 22.28% |
$189K - $194K
|
20.7K
$1.04M
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
3.63K+ 1.59% |
$182K - $186K
|
231K
$11.7M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.3K+ 4.26% |
$165K - $169K
|
80.7K
$4.07M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.23K+ 30.73% |
$162K - $166K
|
13.7K
$692K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.15K+ 12.22% |
$158K - $162K
|
28.9K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.1K+ 40.06% |
$155K - $159K
|
10.8K
$547K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
3.05K+ 51.9% |
$153K - $156K
|
8.92K
$449K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.02KNew |
$151K - $155K
|
3.02K
$152K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.73K+ 8.75% |
$136K - $140K
|
33.9K
$1.71M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.26K+ 4.73% |
$113K - $116K
|
50.1K
$2.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
2.2K+ 3.94% |
$110K - $113K
|
58.1K
$2.92M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
2.12KNew |
$106K - $109K
|
2.12K
$107K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2.11K+ 2.85% |
$106K - $108K
|
76.1K
$3.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.06K+ 8.98% |
$103K - $106K
|
25K
$1.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.97K+ 6.58% |
$98.4K - $101K
|
31.9K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.73K+ 10.49% |
$86.5K - $88.7K
|
18.2K
$918K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.65KNew |
$82.5K - $84.6K
|
1.65K
$83.1K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.61K+ 8.73% |
$80.7K - $82.8K
|
20.1K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.51K+ 320.55% |
$75.7K - $77.6K
|
1.99K
$100K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.48K+ 37.14% |
$73.9K - $75.8K
|
5.45K
$275K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.48K+ 1.75% |
$73.8K - $75.7K
|
85.6K
$4.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.47K+ 35.93% |
$73.4K - $75.2K
|
5.55K
$279K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.42K+ 23.03% |
$71K - $72.8K
|
7.58K
$382K
|
|
|
May 01, 2024
Q1 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
1.39K+ 1.32% |
$69.5K - $71.3K
|
107K
$5.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.32K+ 732.78% |
$66K - $67.7K
|
1.5K
$75.5K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.29K+ 806.25% |
$64.6K - $66.2K
|
1.45K
$73.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.28K+ 10.86% |
$64.2K - $65.8K
|
13.1K
$660K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.23K+ 0.6% |
$61.4K - $63K
|
207K
$10.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.18K+ 8.8% |
$59.2K - $60.7K
|
14.6K
$737K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.14K+ 22.6% |
$57.3K - $58.7K
|
6.21K
$313K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.14K+ 5.45% |
$57.1K - $58.5K
|
22.1K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.11K+ 3.5% |
$55.7K - $57.1K
|
32.9K
$1.66M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.09K+ 10.18% |
$54.5K - $55.8K
|
11.8K
$593K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
980+ 16.81% |
$49K - $50.3K
|
6.81K
$343K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
936+ 21.81% |
$46.8K - $48K
|
5.23K
$263K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
876New |
$43.8K - $45K
|
876
$44.1K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
869+ 23.24% |
$43.5K - $44.6K
|
4.61K
$232K
|
|
|
Apr 29, 2024
Q1 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
866+ 1.16% |
$43.3K - $44.4K
|
75.7K
$3.81M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
848+ 11.04% |
$42.4K - $43.5K
|
8.53K
$430K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
832+ 19.44% |
$41.6K - $42.7K
|
5.11K
$257K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
826New |
$41.3K - $42.4K
|
826
$41.6K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
824New |
$41.2K - $42.3K
|
824
$41.5K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
814+ 0.13% |
$40.7K - $41.8K
|
629K
$31.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
681+ 1.22% |
$34.1K - $34.9K
|
56.5K
$2.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
644+ 4.68% |
$32.2K - $33.1K
|
14.4K
$726K
|