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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
4.06K+ 3.83% |
$202K - $209K
|
110K
$5.58M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.96K+ 64.99% |
$197K - $204K
|
10K
$510K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.95KNew |
$196K - $203K
|
3.95K
$200K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.92KNew |
$195K - $201K
|
3.92K
$199K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
3.71K+ 0.87% |
$184K - $191K
|
429K
$21.8M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.64K+ 57.35% |
$181K - $187K
|
9.99K
$507K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.35K+ 4.39% |
$167K - $172K
|
79.7K
$4.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.34K+ 1.27% |
$166K - $172K
|
266K
$13.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
3.12K+ 4.23% |
$155K - $160K
|
76.9K
$3.9M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.99K+ 9.45% |
$149K - $154K
|
34.6K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.85K+ 2.66% |
$141K - $146K
|
110K
$5.58M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.67K+ 18.6% |
$132K - $137K
|
17K
$863K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.37K+ 26.57% |
$118K - $122K
|
11.3K
$572K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
2.31K+ 12.42% |
$114K - $119K
|
20.9K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.98K+ 36.5% |
$98.1K - $102K
|
7.39K
$375K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.9KNew |
$94.4K - $97.8K
|
1.9K
$96.5K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.82K+ 5.19% |
$90.3K - $93.5K
|
36.9K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.76K+ 2.05% |
$87.4K - $90.5K
|
87.5K
$4.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 37.34% |
$84.2K - $87.2K
|
6.23K
$316K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
1.65K+ 4.52% |
$81.9K - $84.8K
|
38.1K
$1.93M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.62KNew |
$80.5K - $83.3K
|
1.62K
$82.2K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.61K+ 14.63% |
$79.7K - $82.5K
|
12.6K
$638K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.56K+ 486.25% |
$77.3K - $80K
|
1.88K
$95.2K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.51K+ 4.91% |
$74.8K - $77.5K
|
32.2K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.48K+ 1.4% |
$73.4K - $76K
|
107K
$5.44M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 3.12% |
$67.7K - $70.1K
|
45K
$2.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.27K+ 29.82% |
$63K - $65.3K
|
5.52K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.23K+ 26.97% |
$61.2K - $63.4K
|
5.81K
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.23K+ 14.15% |
$60.8K - $63K
|
9.88K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.08K+ 14.48% |
$53.6K - $55.5K
|
8.53K
$433K
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.01K+ 0.53% |
$50.3K - $52.1K
|
191K
$9.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
947+ 3.66% |
$47K - $48.7K
|
26.8K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
935+ 0.39% |
$46.4K - $48.1K
|
241K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
930+ 563.64% |
$46.2K - $47.8K
|
1.1K
$55.6K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
859+ 7.32% |
$42.7K - $44.2K
|
12.6K
$639K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
818+ 4.76% |
$40.6K - $42.1K
|
18K
$914K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
794+ 5.66% |
$39.4K - $40.8K
|
14.8K
$752K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
779New |
$38.7K - $40.1K
|
779
$39.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
757New |
$37.6K - $38.9K
|
757
$38.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
729New |
$36.2K - $37.5K
|
729
$37K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
661New |
$32.8K - $34K
|
661
$33.5K
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
647+ 0.25% |
$32.1K - $33.3K
|
264K
$13.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
647+ 1.55% |
$32.1K - $33.3K
|
42.4K
$2.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
641+ 4.8% |
$31.8K - $33K
|
14K
$710K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
628+ 46.59% |
$31.2K - $32.3K
|
1.98K
$100K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
614+ 4.58% |
$30.5K - $31.6K
|
14K
$711K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
611+ 9.67% |
$30.3K - $31.4K
|
6.93K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
581+ 6.83% |
$28.9K - $29.9K
|
9.09K
$461K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
550+ 8.48% |
$27.3K - $28.3K
|
7.04K
$357K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
548+ 0.55% |
$27.2K - $28.2K
|
100K
$5.08M
|