Purchases and Sales Made in Q2 2022 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 2022. 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 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1KNew |
$49.9K - $55.2K
|
1K
$50.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
802+ 1.35% |
$40K - $44.2K
|
60.4K
$3.04M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
731+ 7.74% |
$36.5K - $40.3K
|
10.2K
$513K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
726+ 6.41% |
$36.2K - $40K
|
12K
$607K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
590+ 5.6% |
$29.5K - $32.5K
|
11.1K
$561K
|
|
|
Aug 05, 2022
Q2 2022
|
Compass Financial Group, Inc.
|
BUY
|
- |
585+ 0.48% |
$29.2K - $32.3K
|
123K
$6.21M
|
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
560+ 1.3% |
$28K - $30.9K
|
43.7K
$2.2M
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
472New |
$23.6K - $26K
|
472
$23.8K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
410New |
$20.5K - $22.6K
|
410
$20.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Ade, LLC
|
BUY
|
- |
362+ 1.6% |
$18.1K - $20K
|
23.1K
$1.16M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
322+ 6.97% |
$16.1K - $17.8K
|
4.94K
$249K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
300New |
$15K - $16.5K
|
300
$15.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
298+ 6.31% |
$14.9K - $16.4K
|
5.02K
$253K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
285+ 12.93% |
$14.2K - $15.7K
|
2.49K
$125K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
262+ 5.43% |
$13.1K - $14.5K
|
5.09K
$256K
|
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
254+ 1.7% |
$12.7K - $14K
|
15.2K
$764K
|
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
241+ 4.76% |
$12K - $13.3K
|
5.3K
$267K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
233New |
$11.6K - $12.9K
|
233
$11.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
205+ 3.16% |
$10.2K - $11.3K
|
6.69K
$337K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
204+ 45.54% |
$10.2K - $11.3K
|
652
$32.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
180+ 9.62% |
$8.99K - $9.93K
|
2.05K
$103K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
160New |
$7.99K - $8.83K
|
160
$8.06K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
157+ 4.25% |
$7.84K - $8.66K
|
3.85K
$194K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
152+ 0.37% |
$7.59K - $8.38K
|
40.8K
$2.06M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
150New |
$7.49K - $8.27K
|
150
$7.56K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
67+ 13.93% |
$3.34K - $3.7K
|
548
$27.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
63+ 1.55% |
$3.14K - $3.48K
|
4.13K
$208K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
62+ 1.56% |
$3.1K - $3.42K
|
4.03K
$203K
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
53+ 0.5% |
$2.65K - $2.92K
|
10.6K
$532K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
51New |
$2.55K - $2.81K
|
51
$2.57K
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
43+ 0.47% |
$2.15K - $2.37K
|
9.23K
$465K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
41+ 0.58% |
$2.05K - $2.26K
|
7.06K
$356K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
40+ 24.84% |
$2K - $2.21K
|
201
$10.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
37New |
$1.85K - $2.04K
|
37
$1.86K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
36New |
$1.8K - $1.99K
|
36
$1.81K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33+ 2.1% |
$1.65K - $1.82K
|
1.6K
$80.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
19+ 0.24% |
$948 - $1.05K
|
8.08K
$407K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
19New |
$948 - $1.05K
|
19
$957
|
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
17+ 0.31% |
$849 - $938
|
5.53K
$279K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
15New |
$749 - $827
|
15
$756
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
14+ 0.66% |
$699 - $772
|
2.15K
$108K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12+ 4.33% |
$599 - $662
|
289
$14.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7New |
$349 - $386
|
7
$353
|
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6+ 0.06% |
$300 - $331
|
10.3K
$520K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 0.07% |
$250 - $276
|
7.32K
$369K
|
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4+ 1.83% |
$200 - $221
|
222
$11.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.63% |
$150 - $165
|
476
$24K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3New |
$150 - $165
|
3
$151
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
2New |
$99.8 - $110
|
2
$101
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 10.0% |
$99.8 - $110
|
22
$1.11K
|