Purchases and Sales Made in Q1 2025 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 2025. 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 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
19.6K+ 59.95% |
$972K - $1.01M
|
52.2K
$2.65M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.2K+ 430.52% |
$906K - $938K
|
22.5K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
15.2K+ 38.55% |
$755K - $782K
|
54.6K
$2.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
14.3K+ 11.38% |
$711K - $736K
|
140K
$7.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
14.3K+ 1.01% |
$708K - $733K
|
1.42M
$72.1M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13.4KNew |
$667K - $691K
|
13.4K
$681K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
12.8KNew |
$638K - $661K
|
12.8K
$652K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.8K+ 27.16% |
$635K - $658K
|
59.9K
$3.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
12.5K+ 7.67% |
$620K - $642K
|
175K
$8.89M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
12.2KNew |
$605K - $627K
|
12.2K
$619K
|
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
11.9K+ 757.16% |
$593K - $614K
|
13.5K
$686K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
11.9K+ 20.7% |
$593K - $614K
|
69.6K
$3.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11.9K+ 44.27% |
$590K - $611K
|
38.7K
$1.96M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
11.6K+ 32.14% |
$578K - $599K
|
47.9K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.3K+ 5.82% |
$560K - $579K
|
205K
$10.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
10.8K+ 100.0% |
$536K - $555K
|
21.6K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10.4K+ 16.89% |
$514K - $533K
|
71.7K
$3.64M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
9.94K+ 7.21% |
$494K - $511K
|
148K
$7.5M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
9.92K+ 245.01% |
$493K - $510K
|
14K
$709K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
9.7KNew |
$482K - $499K
|
9.7K
$492K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.33KNew |
$463K - $480K
|
9.33K
$473K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
9.25K+ 6.74% |
$459K - $476K
|
146K
$7.43M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
9.04K+ 0.26% |
$449K - $465K
|
3.45M
$175M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.59K+ 3.68% |
$427K - $442K
|
242K
$12.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
8.52K+ 200.0% |
$423K - $438K
|
12.8K
$649K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.41KNew |
$418K - $432K
|
8.41K
$427K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.23K+ 112.16% |
$409K - $423K
|
15.6K
$790K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.01K+ 25.37% |
$398K - $412K
|
39.6K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.93KNew |
$394K - $408K
|
7.93K
$402K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7.78KNew |
$386K - $400K
|
7.78K
$395K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
7.75KNew |
$385K - $398K
|
7.75K
$393K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.93KNew |
$344K - $356K
|
6.93K
$351K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.91K+ 8.3% |
$343K - $355K
|
90.1K
$4.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.78K+ 6.32% |
$337K - $349K
|
114K
$5.79M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.66K+ 10.19% |
$331K - $342K
|
72K
$3.65M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.5KNew |
$323K - $334K
|
6.5K
$330K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.47KNew |
$322K - $333K
|
6.47K
$328K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.25K+ 675.16% |
$311K - $322K
|
7.18K
$364K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.15K+ 492.71% |
$305K - $316K
|
7.4K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
6.14K+ 2.6% |
$305K - $316K
|
242K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.03K+ 86.61% |
$300K - $310K
|
13K
$660K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.77K+ 33.25% |
$287K - $297K
|
23.1K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.71K+ 419.24% |
$284K - $294K
|
7.07K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.09K+ 40.35% |
$253K - $262K
|
17.7K
$899K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.91K+ 5.8% |
$244K - $253K
|
89.6K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.8K+ 14.37% |
$238K - $247K
|
38.2K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.61K+ 16.75% |
$229K - $237K
|
32.2K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
4.2K+ 30.6% |
$209K - $216K
|
17.9K
$910K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.19KNew |
$208K - $216K
|
4.19K
$213K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.08KNew |
$203K - $210K
|
4.08K
$207K
|