Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-234- 3.58% |
$11.6K - $11.9K
|
6.31K
$317K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-285- 5.41% |
$14.1K - $14.5K
|
4.98K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-319- 0.19% |
$15.8K - $16.3K
|
166K
$8.37M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-321- 96.11% |
$15.9K - $16.4K
|
13
$654
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-327- 13.72% |
$16.2K - $16.7K
|
2.06K
$103K
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-344- 0.58% |
$17K - $17.6K
|
58.9K
$2.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-359- 3.8% |
$17.7K - $18.3K
|
9.08K
$457K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-391- 1.58% |
$19.3K - $20K
|
24.3K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-419- 3.49% |
$20.7K - $21.4K
|
11.6K
$583K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-440- 7.17% |
$21.8K - $22.5K
|
5.7K
$286K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-518- 53.62% |
$25.6K - $26.4K
|
448
$22.5K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-528- 49.07% |
$26.1K - $26.9K
|
548
$27.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-566- 85.76% |
$28K - $28.9K
|
94
$4.73K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-587- 12.19% |
$29K - $30K
|
4.23K
$213K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-613- 10.38% |
$30.3K - $31.3K
|
5.29K
$266K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-667- 98.52% |
$33K - $34K
|
10
$503
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-670- 3.66% |
$33.1K - $34.2K
|
17.6K
$887K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-755- 7.9% |
$37.3K - $38.5K
|
8.81K
$443K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-781- 15.89% |
$38.6K - $39.9K
|
4.14K
$208K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-840- 90.71% |
$41.5K - $42.9K
|
86
$4.32K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-882- 2.53% |
$43.6K - $45K
|
34K
$1.71M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.03K- 18.27% |
$51K - $52.6K
|
4.61K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.06K- 17.18% |
$52.5K - $54.2K
|
5.12K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.07K- 4.87% |
$52.7K - $54.4K
|
20.8K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.07K- 75.4% |
$53K - $54.8K
|
350
$17.6K
|
|
|
Aug 28, 2024
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.11K- 8.66% |
$55.1K - $56.9K
|
11.7K
$591K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.2K- 6.81% |
$59.3K - $61.2K
|
16.4K
$825K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.34K- 3.04% |
$66K - $68.1K
|
42.6K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.61K- 11.19% |
$79.7K - $82.3K
|
12.8K
$644K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.62K- 2.95% |
$80.1K - $82.7K
|
53.3K
$2.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-1.64K- 2.9% |
$81.2K - $83.8K
|
55.1K
$2.77M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.68K- 46.79% |
$83.3K - $86K
|
1.92K
$96.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.77K- 8.06% |
$87.3K - $90.1K
|
20.1K
$1.01M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.99K- 24.66% |
$98.4K - $102K
|
6.08K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.05K- 28.15% |
$101K - $104K
|
5.22K
$263K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.24K- 3.8% |
$111K - $114K
|
56.7K
$2.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.28K- 5.99% |
$113K - $116K
|
35.8K
$1.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.28K- 69.28% |
$113K - $116K
|
1.01K
$50.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.49K- 5.11% |
$123K - $127K
|
46.3K
$2.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-2.55K- 19.39% |
$126K - $130K
|
10.6K
$533K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-2.89K- 5.49% |
$143K - $148K
|
49.8K
$2.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.04K- 1.13% |
$150K - $155K
|
266K
$13.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.35K- 42.53% |
$165K - $171K
|
4.52K
$227K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4.04K- 9.24% |
$200K - $206K
|
39.6K
$1.99M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-4.13K- 28.03% |
$204K - $211K
|
10.6K
$533K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.34K- 3.06% |
$215K - $222K
|
138K
$6.91M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.66K- 1.1% |
$230K - $238K
|
417K
$21M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.3K- 3.74% |
$262K - $271K
|
137K
$6.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.56K- 57.43% |
$275K - $284K
|
4.12K
$207K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-5.63KClosed |
$278K - $287K
|
0
$0
|