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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 11.11% |
$100 - $103
|
16
$806
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4- 0.05% |
$200 - $205
|
8.32K
$419K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-10- 6.49% |
$501 - $513
|
144
$7.25K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-20- 13.33% |
$1K - $1.03K
|
130
$6.55K
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-25- 0.28% |
$1.25K - $1.28K
|
9.05K
$456K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-38- 0.23% |
$1.9K - $1.95K
|
16.6K
$834K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-40- 0.55% |
$2K - $2.05K
|
7.27K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-43- 1.43% |
$2.15K - $2.21K
|
2.97K
$149K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-70- 4.04% |
$3.5K - $3.59K
|
1.66K
$83.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-74- 0.4% |
$3.7K - $3.8K
|
18.4K
$928K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-76- 28.79% |
$3.8K - $3.9K
|
188
$9.47K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-101Closed |
$5.06K - $5.18K
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-103- 1.79% |
$5.16K - $5.29K
|
5.64K
$284K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-115- 10.51% |
$5.76K - $5.9K
|
979
$49.3K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-133- 0.17% |
$6.66K - $6.83K
|
77.9K
$3.92M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-139- 3.26% |
$6.96K - $7.13K
|
4.12K
$208K
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-149- 0.35% |
$7.46K - $7.65K
|
41.9K
$2.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-159- 0.53% |
$7.96K - $8.16K
|
29.9K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-189- 4.42% |
$9.46K - $9.7K
|
4.08K
$206K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-191- 2.33% |
$9.56K - $9.8K
|
8.02K
$404K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-210- 25.45% |
$10.5K - $10.8K
|
615
$31K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-226- 27.94% |
$11.3K - $11.6K
|
583
$29.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-244- 1.15% |
$12.2K - $12.5K
|
20.9K
$1.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-258- 1.0% |
$12.9K - $13.2K
|
25.5K
$1.28M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-297- 50.6% |
$14.9K - $15.2K
|
290
$14.6K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-297- 9.95% |
$14.9K - $15.2K
|
2.69K
$135K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-359- 5.51% |
$18K - $18.4K
|
6.16K
$310K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-368- 2.46% |
$18.4K - $18.9K
|
14.6K
$736K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-369- 4.6% |
$18.5K - $18.9K
|
7.65K
$385K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-382- 17.51% |
$19.1K - $19.6K
|
1.8K
$90.7K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-393- 42.3% |
$19.7K - $20.2K
|
536
$27K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-396- 3.2% |
$19.8K - $20.3K
|
12K
$603K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-410- 8.43% |
$20.5K - $21K
|
4.46K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-416- 5.58% |
$20.8K - $21.3K
|
7.04K
$355K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-516- 1.95% |
$25.8K - $26.5K
|
25.9K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-525- 10.74% |
$26.3K - $26.9K
|
4.36K
$220K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-539- 90.28% |
$27K - $27.7K
|
58
$2.92K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-543- 4.33% |
$27.2K - $27.9K
|
12K
$604K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-600- 12.39% |
$30K - $30.8K
|
4.24K
$214K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-702- 25.88% |
$35.1K - $36K
|
2.01K
$101K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-842- 35.86% |
$42.1K - $43.2K
|
1.51K
$75.9K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-901- 11.25% |
$45.1K - $46.2K
|
7.11K
$358K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-905- 98.48% |
$45.3K - $46.4K
|
14
$705
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-913- 2.03% |
$45.7K - $46.9K
|
44.1K
$2.22M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-922- 5.7% |
$46.1K - $47.3K
|
15.2K
$768K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-934- 8.92% |
$46.7K - $47.9K
|
9.53K
$480K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.01K- 9.95% |
$50.5K - $51.7K
|
9.13K
$460K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.01K- 78.43% |
$50.6K - $51.9K
|
278
$14K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.03K- 2.96% |
$51.4K - $52.7K
|
33.7K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.04K- 9.17% |
$51.9K - $53.2K
|
10.3K
$518K
|