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
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-340- 4.35% |
$16.9K - $17.5K
|
7.48K
$379K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-367- 45.99% |
$18.2K - $18.9K
|
431
$21.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-376- 60.06% |
$18.7K - $19.3K
|
250
$12.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-412- 87.66% |
$20.5K - $21.2K
|
58
$2.94K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-457- 7.9% |
$22.7K - $23.5K
|
5.33K
$270K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-477- 3.03% |
$23.7K - $24.5K
|
15.3K
$774K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-528- 6.85% |
$26.2K - $27.2K
|
7.18K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-547- 1.45% |
$27.2K - $28.1K
|
37.1K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-549- 0.7% |
$27.3K - $28.2K
|
77.7K
$3.94M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-556- 1.45% |
$27.6K - $28.6K
|
37.9K
$1.92M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-596- 4.3% |
$29.6K - $30.7K
|
13.3K
$673K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-606- 11.57% |
$30.1K - $31.2K
|
4.63K
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-689- 9.31% |
$34.2K - $35.4K
|
6.71K
$340K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-747- 6.85% |
$37.1K - $38.4K
|
10.2K
$516K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-759- 1.96% |
$37.7K - $39K
|
38K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-785- 5.12% |
$39K - $40.4K
|
14.5K
$738K
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-850- 6.28% |
$42.2K - $43.7K
|
12.7K
$643K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-855- 2.75% |
$42.5K - $44K
|
30.2K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-960- 20.23% |
$47.7K - $49.4K
|
3.79K
$192K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-973- 25.47% |
$48.3K - $50K
|
2.85K
$144K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-976- 6.98% |
$48.5K - $50.2K
|
13K
$660K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.05K- 6.56% |
$51.9K - $53.7K
|
14.9K
$755K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.12K- 13.12% |
$55.5K - $57.5K
|
7.4K
$376K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.13K- 19.55% |
$56.3K - $58.3K
|
4.66K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 5.29% |
$58.1K - $60.2K
|
20.9K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.21K- 1.45% |
$60.2K - $62.3K
|
82.4K
$4.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.28K- 16.14% |
$63.8K - $66K
|
6.67K
$338K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.44K- 6.38% |
$71.7K - $74.2K
|
21.2K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.51K- 10.83% |
$75.2K - $77.8K
|
12.5K
$632K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.56K- 4.75% |
$77.2K - $80K
|
31.2K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.86K- 0.53% |
$92.3K - $95.6K
|
350K
$17.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.95K- 11.26% |
$97K - $100K
|
15.4K
$781K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.06K- 66.11% |
$102K - $106K
|
1.06K
$53.5K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.09K- 3.55% |
$104K - $107K
|
56.7K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-2.21K- 6.24% |
$110K - $114K
|
33.2K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.28K- 8.96% |
$113K - $117K
|
23.1K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.49K- 53.87% |
$124K - $128K
|
2.13K
$108K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.63K- 16.42% |
$130K - $135K
|
13.4K
$678K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-2.69K- 12.29% |
$133K - $138K
|
19.2K
$973K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.76K- 10.63% |
$137K - $142K
|
23.2K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.9K- 12.71% |
$144K - $149K
|
19.9K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-3.05K- 1.41% |
$151K - $157K
|
213K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.24K- 2.88% |
$161K - $166K
|
109K
$5.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-3.3K- 16.53% |
$164K - $170K
|
16.7K
$845K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.38K- 15.05% |
$168K - $174K
|
19.1K
$969K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.43K- 43.73% |
$170K - $176K
|
4.41K
$224K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.7K- 49.99% |
$184K - $190K
|
3.7K
$188K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-3.79K- 4.32% |
$188K - $195K
|
84K
$4.26M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.91K- 31.06% |
$194K - $201K
|
8.68K
$441K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.79K- 3.36% |
$238K - $246K
|
138K
$6.99M
|