Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4.41K+ 3.18% |
$260K - $267K
|
143K
$7.12M
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.31K+ 5987.5% |
$254K - $261K
|
4.38K
$218K
|
|
Aug 12, 2021
Q2 2021
|
Diligent Investors, LLC
|
BUY
|
- |
3.8K+ 7.33% |
$224K - $230K
|
55.6K
$2.77M
|
|
Aug 06, 2021
Q2 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.63KNew |
$214K - $220K
|
3.63K
$181K
|
|
Jul 15, 2021
Q2 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.6KNew |
$212K - $218K
|
3.6K
$179K
|
|
Aug 06, 2021
Q2 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
3.55KNew |
$210K - $215K
|
3.55K
$177K
|
|
Aug 02, 2021
Q2 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.51KNew |
$207K - $212K
|
3.51K
$175K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.5K+ 82.35% |
$207K - $212K
|
7.76K
$386K
|
|
Aug 13, 2021
Q2 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.5KNew |
$206K - $212K
|
3.5K
$174K
|
|
Jul 26, 2021
Q2 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
3.34KNew |
$197K - $203K
|
3.34K
$166K
|
|
Aug 05, 2021
Q2 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.31K+ 10.69% |
$195K - $201K
|
34.3K
$1.71M
|
|
Aug 06, 2021
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3K+ 21.74% |
$177K - $182K
|
16.8K
$836K
|
|
Jan 10, 2025
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3K+ 21.74% |
$177K - $182K
|
16.8K
$836K
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3K+ 17.95% |
$177K - $182K
|
19.7K
$980K
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.93K+ 11.62% |
$173K - $177K
|
28.1K
$1.4M
|
|
Jul 16, 2021
Q2 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.75K+ 117.01% |
$162K - $166K
|
5.09K
$253K
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.57K+ 18.57% |
$152K - $156K
|
16.4K
$816K
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.19K+ 8.01% |
$129K - $132K
|
29.5K
$1.47M
|
|
Mar 24, 2023
Q2 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.99K+ 4.42% |
$117K - $121K
|
47K
$2.34M
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.96K+ 10.39% |
$116K - $119K
|
20.8K
$1.04M
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.95K+ 0.58% |
$115K - $118K
|
337K
$16.8M
|
|
Aug 02, 2021
Q2 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.88K+ 36.34% |
$111K - $114K
|
7.04K
$350K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.75K+ 23.75% |
$103K - $106K
|
9.1K
$453K
|
|
Jul 27, 2021
Q2 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.66K+ 21.4% |
$97.7K - $100K
|
9.4K
$468K
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.15K+ 0.56% |
$68K - $69.9K
|
207K
$10.3M
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.15K+ 0.56% |
$68K - $69.9K
|
207K
$10.3M
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
BUY
|
- |
969+ 19.78% |
$57.2K - $58.7K
|
5.87K
$292K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
877+ 9.53% |
$51.8K - $53.1K
|
10.1K
$502K
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
871+ 12.52% |
$51.4K - $52.8K
|
7.83K
$390K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
839+ 6.18% |
$49.5K - $50.8K
|
14.4K
$718K
|
|
Aug 13, 2021
Q2 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
745+ 3.51% |
$44K - $45.1K
|
21.9K
$1.09M
|
|
Aug 03, 2021
Q2 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
733+ 2.87% |
$43.3K - $44.4K
|
26.3K
$1.31M
|
|
Jul 27, 2021
Q2 2021
|
Ade, LLC
|
BUY
|
- |
732+ 3.73% |
$43.2K - $44.4K
|
20.4K
$1.01M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
728+ 18.31% |
$43K - $44.1K
|
4.7K
$234K
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
662+ 0.58% |
$39.1K - $40.1K
|
115K
$5.73M
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
621+ 11.11% |
$36.6K - $37.6K
|
6.21K
$309K
|
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
602+ 16.17% |
$35.5K - $36.5K
|
4.32K
$215K
|
|
Jul 21, 2021
Q2 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
600+ 5.89% |
$35.4K - $36.4K
|
10.8K
$537K
|
|
Aug 03, 2021
Q2 2021
|
Compass Financial Group, Inc.
|
BUY
|
- |
515+ 0.42% |
$30.4K - $31.2K
|
123K
$6.1M
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
335+ 9.07% |
$19.8K - $20.3K
|
4.03K
$200K
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
322+ 185.06% |
$19K - $19.5K
|
496
$24.7K
|
|
Aug 13, 2021
Q2 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
317New |
$18.7K - $19.2K
|
317
$15.8K
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
299New |
$17.6K - $18.1K
|
299
$14.9K
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
288+ 2.64% |
$17K - $17.4K
|
11.2K
$558K
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
278+ 3.68% |
$16.4K - $16.8K
|
7.83K
$390K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
168+ 2.06% |
$9.91K - $10.2K
|
8.32K
$414K
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
BUY
|
- |
161New |
$9.5K - $9.75K
|
161
$8.01K
|
|
Aug 16, 2021
Q2 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
160+ 1.39% |
$9.44K - $9.69K
|
11.7K
$580K
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
150+ 7.89% |
$8.85K - $9.09K
|
2.05K
$102K
|
|
Jul 29, 2021
Q2 2021
|
Timber Creek Capital Management LLC
|
BUY
|
- |
117New |
$6.9K - $7.09K
|
117
$5.82K
|