Purchases and Sales Made in Q2 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.58M+ 50.34% |
$77.9M - $80.3M
|
4.73M
$237M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.38M+ 24.01% |
$67.8M - $69.8M
|
7.12M
$357M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.12M+ 3.96% |
$54.9M - $56.6M
|
29.3M
$1.47B
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
759K+ 9.13% |
$37.4M - $38.5M
|
9.08M
$456M
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
699KNew |
$34.4M - $35.4M
|
699K
$35.1M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
665K+ 5.41% |
$32.7M - $33.7M
|
13M
$650M
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
576K+ 28.5% |
$28.3M - $29.2M
|
2.6M
$130M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
552K+ 137.67% |
$27.1M - $28M
|
952K
$47.8M
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
479KNew |
$23.6M - $24.3M
|
479K
$24.1M
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
291KNew |
$14.3M - $14.8M
|
291K
$14.6M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
227K+ 4856.76% |
$11.2M - $11.5M
|
232K
$11.6M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
203K+ 4.66% |
$9.98M - $10.3M
|
4.56M
$229M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
190K+ 8.81% |
$9.37M - $9.66M
|
2.35M
$118M
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
178KNew |
$8.77M - $9.04M
|
178K
$8.94M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
174K+ 23.03% |
$8.59M - $8.85M
|
932K
$46.8M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
140K+ 504.3% |
$6.91M - $7.12M
|
168K
$8.45M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
139K+ 1.89% |
$6.83M - $7.03M
|
7.48M
$375M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
127K+ 2.23% |
$6.26M - $6.45M
|
5.85M
$293M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
127K+ 2.76% |
$6.24M - $6.43M
|
4.73M
$237M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
110K+ 92.41% |
$5.42M - $5.58M
|
229K
$11.5M
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
110K+ 19.45% |
$5.41M - $5.57M
|
675K
$33.9M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
104K+ 3.29% |
$5.09M - $5.25M
|
3.25M
$163M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
98.8KNew |
$4.86M - $5.01M
|
98.8K
$4.96M
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
93.3K+ 11.48% |
$4.59M - $4.73M
|
906K
$45.5M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
76.5K+ 6.73% |
$3.76M - $3.88M
|
1.21M
$60.9M
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
76K+ 265.06% |
$3.74M - $3.85M
|
105K
$5.25M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
66.8K+ 1277.98% |
$3.29M - $3.39M
|
72K
$3.62M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.6K+ 10.12% |
$3.13M - $3.22M
|
692K
$34.7M
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
61K+ 4.62% |
$3M - $3.09M
|
1.38M
$69.4M
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
54.8K+ 224.19% |
$2.7M - $2.78M
|
79.2K
$3.97M
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
50.9KNew |
$2.5M - $2.58M
|
50.9K
$2.55M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
47.2K+ 29.65% |
$2.32M - $2.39M
|
206K
$10.4M
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
45.1KNew |
$2.22M - $2.29M
|
45.1K
$2.26M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.2K+ 1.67% |
$2.18M - $2.24M
|
2.69M
$135M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.2K+ 1.67% |
$2.18M - $2.24M
|
2.69M
$135M
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
43.5K+ 4.87% |
$2.14M - $2.2M
|
937K
$47M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
42.3K+ 6.22% |
$2.08M - $2.14M
|
722K
$36.2M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.9K+ 22.36% |
$2.01M - $2.07M
|
224K
$11.2M
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
36.8KNew |
$1.81M - $1.87M
|
36.8K
$1.85M
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
36.2KNew |
$1.78M - $1.84M
|
36.2K
$1.82M
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
34.3K+ 1.2% |
$1.69M - $1.74M
|
2.9M
$146M
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
31.9K+ 17.5% |
$1.57M - $1.62M
|
214K
$10.7M
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
29.9K+ 17.26% |
$1.47M - $1.52M
|
203K
$10.2M
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
27.5K+ 11.63% |
$1.35M - $1.39M
|
264K
$13.2M
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
27.1K+ 13.99% |
$1.33M - $1.37M
|
221K
$11.1M
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
25.8K+ 18.59% |
$1.27M - $1.31M
|
165K
$8.26M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.1K+ 25.7% |
$1.23M - $1.27M
|
123K
$6.15M
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
24.8K+ 351.56% |
$1.22M - $1.26M
|
31.9K
$1.6M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
23.5KNew |
$1.16M - $1.19M
|
23.5K
$1.18M
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
20.7K+ 24.16% |
$1.02M - $1.05M
|
106K
$5.33M
|