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 |
---|---|---|---|---|---|---|---|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-5.63KClosed |
$278K - $287K
|
0
$0
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-6.28K- 0.94% |
$310K - $320K
|
658K
$33.1M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.61K- 1.39% |
$327K - $337K
|
467K
$23.5M
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.57K- 44.79% |
$374K - $386K
|
9.33K
$469K
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7.57K- 4.43% |
$374K - $387K
|
163K
$8.21M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-7.76K- 37.84% |
$384K - $396K
|
12.7K
$641K
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-8.88K- 37.37% |
$439K - $453K
|
14.9K
$748K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.25K- 13.28% |
$457K - $472K
|
60.4K
$3.04M
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-9.65K- 42.74% |
$477K - $493K
|
12.9K
$650K
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-10.2K- 3.37% |
$504K - $521K
|
292K
$14.7M
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-11.4K- 28.2% |
$562K - $580K
|
28.9K
$1.46M
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.7K- 44.0% |
$630K - $650K
|
16.2K
$815K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.5K- 2.11% |
$669K - $691K
|
628K
$31.5M
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-14.2K- 63.88% |
$700K - $722K
|
8K
$402K
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-14.4K- 3.14% |
$712K - $735K
|
443K
$22.3M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-18.1K- 0.42% |
$895K - $924K
|
4.32M
$217M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.7K- 35.12% |
$926K - $956K
|
34.6K
$1.74M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-21.8K- 9.3% |
$1.08M - $1.11M
|
213K
$10.7M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-22.1K- 61.61% |
$1.09M - $1.13M
|
13.8K
$692K
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-22.6K- 4.54% |
$1.12M - $1.16M
|
476K
$23.9M
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-28.9K- 82.64% |
$1.43M - $1.47M
|
6.07K
$305K
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-30.9K- 76.23% |
$1.53M - $1.58M
|
9.65K
$485K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.9K- 4.81% |
$1.63M - $1.68M
|
653K
$32.8M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-45.5K- 81.95% |
$2.25M - $2.32M
|
10K
$503K
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-47.1K- 51.41% |
$2.33M - $2.41M
|
44.5K
$2.24M
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-55.2K- 59.43% |
$2.73M - $2.82M
|
37.7K
$1.89M
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-58.8K- 81.85% |
$2.91M - $3M
|
13K
$655K
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-60.4K- 7.88% |
$2.99M - $3.08M
|
706K
$35.5M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-65.4K- 10.74% |
$3.24M - $3.34M
|
544K
$27.3M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-65.4K- 10.74% |
$3.24M - $3.34M
|
544K
$27.3M
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-99.4K- 13.27% |
$4.91M - $5.07M
|
650K
$32.7M
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-199K- 6.02% |
$9.86M - $10.2M
|
3.11M
$156M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-581K- 51.99% |
$28.7M - $29.7M
|
536K
$27M
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-771K- 76.12% |
$38.1M - $39.3M
|
242K
$12.2M
|