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 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.02K- 41.84% |
$249K - $258K
|
6.97K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.03K- 0.23% |
$250K - $259K
|
2.19M
$111M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.32K- 10.91% |
$264K - $274K
|
43.4K
$2.2M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-5.87K- 2.66% |
$292K - $302K
|
214K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-5.97K- 31.91% |
$297K - $307K
|
12.7K
$647K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-6.66K- 5.06% |
$331K - $343K
|
125K
$6.34M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-6.68K- 58.46% |
$332K - $344K
|
4.75K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.89K- 23.8% |
$342K - $354K
|
22.1K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.2K- 38.16% |
$358K - $370K
|
11.7K
$592K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
SELL
|
- |
-7.62K- 28.5% |
$378K - $392K
|
19.1K
$969K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-8.2K- 4.06% |
$407K - $422K
|
194K
$9.83M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.36K- 11.25% |
$415K - $430K
|
66K
$3.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-9.32K- 42.17% |
$463K - $479K
|
12.8K
$648K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.2K- 15.96% |
$555K - $574K
|
58.8K
$2.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-15.6K- 14.12% |
$775K - $802K
|
94.8K
$4.81M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-16.1K- 12.98% |
$797K - $826K
|
108K
$5.46M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-19.3K- 59.82% |
$957K - $991K
|
12.9K
$657K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-20.9K- 2.82% |
$1.04M - $1.07M
|
720K
$36.5M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-21K- 80.85% |
$1.04M - $1.08M
|
4.97K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-21.4K- 13.3% |
$1.06M - $1.1M
|
140K
$7.08M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.3K- 31.9% |
$1.16M - $1.2M
|
49.7K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-25.1K- 53.31% |
$1.25M - $1.29M
|
22K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-27.4K- 50.95% |
$1.36M - $1.41M
|
26.4K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-28.9K- 26.57% |
$1.43M - $1.49M
|
79.8K
$4.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32.3K- 43.45% |
$1.6M - $1.66M
|
42K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-36.6KClosed |
$1.82M - $1.88M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-38.7K- 3.98% |
$1.92M - $1.99M
|
936K
$47.5M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-44K- 17.08% |
$2.19M - $2.26M
|
214K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-45K- 5.7% |
$2.23M - $2.31M
|
744K
$37.8M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-46.6K- 0.83% |
$2.31M - $2.39M
|
5.56M
$282M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-48.5K- 15.92% |
$2.41M - $2.49M
|
256K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-81.1K- 32.02% |
$4.03M - $4.17M
|
172K
$8.74M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-84.2K- 56.11% |
$4.18M - $4.33M
|
65.8K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-87.5K- 92.22% |
$4.34M - $4.5M
|
7.38K
$374K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-115K- 46.08% |
$5.72M - $5.92M
|
135K
$6.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-161K- 12.24% |
$7.98M - $8.26M
|
1.15M
$58.4M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-192K- 33.44% |
$9.54M - $9.87M
|
382K
$19.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-221K- 3.33% |
$11M - $11.4M
|
6.41M
$325M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-245K- 63.69% |
$12.2M - $12.6M
|
140K
$7.1M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-253K- 95.86% |
$12.5M - $13M
|
10.9K
$553K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-311K- 96.71% |
$15.5M - $16M
|
10.6K
$538K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-636K- 8.16% |
$31.6M - $32.7M
|
7.15M
$363M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.08M- 20.16% |
$103M - $107M
|
8.24M
$418M
|
|
|
May 19, 2025
Q1 2025
|
Japan Science & Technology Agency
Tokyo, M0 |
SELL
|
- |
-2.66M- 36.72% |
$132M - $137M
|
4.58M
$232M
|