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 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
540New |
$26.8K - $27.8K
|
540
$27.4K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
515+ 9.6% |
$25.6K - $26.5K
|
5.88K
$298K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
491+ 3.21% |
$24.4K - $25.3K
|
15.8K
$800K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
490+ 5.4% |
$24.3K - $25.2K
|
9.56K
$485K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
489+ 1.95% |
$24.3K - $25.1K
|
25.6K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
412+ 5.93% |
$20.5K - $21.2K
|
7.36K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
389New |
$19.3K - $20K
|
389
$19.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
359+ 2.22% |
$17.8K - $18.5K
|
16.5K
$840K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
359New |
$17.8K - $18.5K
|
359
$18.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
333+ 3.1% |
$16.5K - $17.1K
|
11.1K
$562K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
332New |
$16.5K - $17.1K
|
332
$16.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
319New |
$15.8K - $16.4K
|
319
$16.2K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
309New |
$15.3K - $15.9K
|
309
$15.7K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
292+ 11.05% |
$14.5K - $15K
|
2.94K
$149K
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
292+ 0.79% |
$14.5K - $15K
|
37K
$1.88M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
280+ 45.31% |
$13.9K - $14.4K
|
898
$45.6K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
275+ 705.13% |
$13.7K - $14.1K
|
314
$15.9K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
268+ 6.32% |
$13.3K - $13.8K
|
4.51K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
259New |
$12.9K - $13.3K
|
259
$13.1K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
244+ 1.83% |
$12.1K - $12.5K
|
13.6K
$689K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
234New |
$11.6K - $12K
|
234
$11.9K
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
228+ 2.51% |
$11.3K - $11.7K
|
9.3K
$472K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
222+ 219.8% |
$11K - $11.4K
|
323
$16.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
216New |
$10.7K - $11.1K
|
216
$11K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
214+ 3.55% |
$10.6K - $11K
|
6.25K
$317K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
207New |
$10.3K - $10.6K
|
207
$10.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
186New |
$9.24K - $9.57K
|
186
$9.44K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
184+ 128.67% |
$9.14K - $9.46K
|
327
$16.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
171+ 1.94% |
$8.49K - $8.79K
|
8.98K
$456K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
170New |
$8.44K - $8.74K
|
170
$8.63K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
157+ 8.83% |
$7.8K - $8.07K
|
1.94K
$98.2K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
151New |
$7.5K - $7.77K
|
151
$7.66K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
151+ 0.48% |
$7.5K - $7.77K
|
31.6K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
144+ 0.58% |
$7.15K - $7.41K
|
25.1K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
136+ 2.48% |
$6.76K - $6.99K
|
5.61K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
120+ 1.38% |
$5.96K - $6.17K
|
8.8K
$447K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
118+ 2.07% |
$5.86K - $6.07K
|
5.81K
$295K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
104New |
$5.17K - $5.35K
|
104
$5.28K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
102+ 0.67% |
$5.07K - $5.25K
|
15.2K
$772K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
100+ 0.18% |
$4.97K - $5.14K
|
55.3K
$2.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
93+ 0.66% |
$4.62K - $4.78K
|
14.3K
$724K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
79+ 0.77% |
$3.92K - $4.06K
|
10.3K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
70+ 304.35% |
$3.48K - $3.6K
|
93
$4.72K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
65+ 6.35% |
$3.23K - $3.34K
|
1.09K
$55.3K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
52New |
$2.58K - $2.67K
|
52
$2.64K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
50+ 0.35% |
$2.48K - $2.57K
|
14.2K
$721K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
50+ 0.19% |
$2.48K - $2.57K
|
25.7K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
39+ 1.19% |
$1.94K - $2.01K
|
3.31K
$168K
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
38+ 0.09% |
$1.89K - $1.95K
|
44.2K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
35+ 97.22% |
$1.74K - $1.8K
|
71
$3.6K
|