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 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.09K- 10.76% |
$54.3K - $55.7K
|
9K
$453K
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.13K- 8.43% |
$56.5K - $57.9K
|
12.3K
$617K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.19K- 11.61% |
$59.6K - $61.1K
|
9.07K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.44K- 6.92% |
$72.1K - $74K
|
19.4K
$976K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.49K- 3.67% |
$74.6K - $76.5K
|
39.2K
$1.97M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.54K- 4.78% |
$77.2K - $79.2K
|
30.7K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.56K- 5.98% |
$77.9K - $79.9K
|
24.4K
$1.23M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.59K- 7.78% |
$79.7K - $81.7K
|
18.9K
$951K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.64K- 6.91% |
$82.2K - $84.3K
|
22.1K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.68K- 20.8% |
$84.3K - $86.4K
|
6.41K
$323K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.73K- 19.71% |
$86.7K - $88.9K
|
7.06K
$356K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.77K- 37.66% |
$88.4K - $90.6K
|
2.92K
$147K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.83K- 28.8% |
$91.7K - $94K
|
4.53K
$228K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-1.86K- 18.4% |
$93K - $95.4K
|
8.24K
$415K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.05K- 27.42% |
$103K - $105K
|
5.44K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.12K- 30.53% |
$106K - $109K
|
4.82K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.23K- 15.01% |
$112K - $115K
|
12.7K
$637K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.24K- 8.49% |
$112K - $115K
|
24.1K
$1.21M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-2.33K- 6.53% |
$117K - $120K
|
33.3K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-2.53K- 5.47% |
$127K - $130K
|
43.7K
$2.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.34K- 25.4% |
$167K - $171K
|
9.81K
$494K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.57K- 29.09% |
$179K - $183K
|
8.71K
$439K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.72K- 3.81% |
$186K - $191K
|
93.9K
$4.73M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-4.18K- 23.56% |
$209K - $215K
|
13.6K
$683K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-4.43K- 17.21% |
$221K - $227K
|
21.3K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.59K- 42.87% |
$230K - $235K
|
6.11K
$308K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.61K- 1.25% |
$231K - $236K
|
365K
$18.4M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.48K- 54.31% |
$274K - $281K
|
4.61K
$232K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.92K- 11.99% |
$296K - $304K
|
43.4K
$2.19M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-6.85K- 19.22% |
$343K - $351K
|
28.8K
$1.45M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.96K- 0.61% |
$348K - $357K
|
1.14M
$57.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.18K- 1.34% |
$359K - $368K
|
528K
$26.6M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.26K- 7.22% |
$364K - $373K
|
93.3K
$4.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-11.3K- 44.57% |
$568K - $582K
|
14.1K
$711K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.7K- 26.5% |
$585K - $600K
|
32.4K
$1.63M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-12.6K- 0.44% |
$631K - $647K
|
2.87M
$144M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-13.2K- 17.64% |
$660K - $676K
|
61.5K
$3.1M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-15K- 5.88% |
$751K - $770K
|
240K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-15.2K- 96.14% |
$763K - $782K
|
612
$30.8K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-15.9K- 8.39% |
$798K - $818K
|
174K
$8.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-17.2K- 3.85% |
$862K - $884K
|
430K
$21.6M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-22.2K- 30.36% |
$1.11M - $1.14M
|
50.8K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-30.6K- 49.27% |
$1.53M - $1.57M
|
31.5K
$1.59M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-32.4K- 55.47% |
$1.62M - $1.66M
|
26K
$1.31M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-33.2K- 99.16% |
$1.66M - $1.7M
|
280
$14.1K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.2K- 1.65% |
$2.21M - $2.27M
|
2.64M
$133M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-44.4K- 42.61% |
$2.22M - $2.28M
|
59.8K
$3.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-57.1K- 24.25% |
$2.86M - $2.93M
|
179K
$8.99M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-62.3K- 6.22% |
$3.12M - $3.2M
|
939K
$47.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-99.8K- 16.08% |
$5M - $5.12M
|
521K
$26.2M
|