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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.47K+ 23.34% |
$171K - $176K
|
18.4K
$923K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.46K+ 1.47% |
$170K - $175K
|
238K
$12M
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.36K+ 2.03% |
$165K - $170K
|
169K
$8.5M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.27KNew |
$161K - $166K
|
3.27K
$164K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.23K+ 42.63% |
$159K - $164K
|
10.8K
$543K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.07K+ 7.87% |
$151K - $156K
|
42.1K
$2.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.83K+ 3.63% |
$139K - $143K
|
80.7K
$4.06M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.78KNew |
$137K - $141K
|
2.78K
$140K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.51K+ 3.1% |
$124K - $127K
|
83.5K
$4.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.41K+ 7.22% |
$118K - $122K
|
35.8K
$1.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.36K+ 1.83% |
$116K - $120K
|
131K
$6.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.24K+ 3.64% |
$110K - $114K
|
63.8K
$3.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.13K+ 30.67% |
$105K - $108K
|
9.08K
$457K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.08K+ 69.96% |
$102K - $105K
|
5.04K
$253K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.97K+ 15.03% |
$96.9K - $99.8K
|
15.1K
$758K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.94K+ 46.44% |
$95.4K - $98.3K
|
6.11K
$307K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
1.93K+ 0.85% |
$95.1K - $98K
|
230K
$11.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
1.9K+ 2.16% |
$93.4K - $96.2K
|
89.9K
$4.52M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.8KNew |
$88.8K - $91.5K
|
1.8K
$90.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.78K+ 1.6% |
$87.4K - $90.1K
|
113K
$5.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.74K+ 33.46% |
$85.8K - $88.4K
|
6.96K
$350K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.73K+ 87.2% |
$85.2K - $87.8K
|
3.72K
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.72K+ 39.93% |
$84.7K - $87.3K
|
6.03K
$303K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.65K+ 35.84% |
$81.3K - $83.8K
|
6.27K
$315K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.65K+ 3.3% |
$81.3K - $83.8K
|
51.7K
$2.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.6KNew |
$78.7K - $81.1K
|
1.6K
$80.4K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.57K+ 23.92% |
$77.4K - $79.7K
|
8.14K
$409K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.46KNew |
$71.8K - $74K
|
1.46K
$73.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 10.45% |
$70.6K - $72.7K
|
15.2K
$762K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.41K+ 4.35% |
$69.3K - $71.4K
|
33.8K
$1.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.38K+ 1.83% |
$68.1K - $70.2K
|
77.1K
$3.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1.34K+ 8.67% |
$65.8K - $67.8K
|
16.8K
$844K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.25K+ 1.51% |
$61.6K - $63.4K
|
84.2K
$4.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.25K+ 4.66% |
$61.5K - $63.4K
|
28.1K
$1.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.23K+ 10.47% |
$60.7K - $62.5K
|
13K
$654K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.22K+ 24.13% |
$60.1K - $61.9K
|
6.28K
$316K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.11KNew |
$54.8K - $56.5K
|
1.11K
$56K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
1.1K+ 2.51% |
$54K - $55.7K
|
44.8K
$2.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.06K+ 6.88% |
$52.3K - $53.8K
|
16.5K
$830K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
972+ 18.58% |
$47.8K - $49.3K
|
6.2K
$312K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
959+ 57.7% |
$47.2K - $48.6K
|
2.62K
$132K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
959+ 1.06% |
$47.2K - $48.6K
|
91.1K
$4.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
879+ 10.09% |
$43.3K - $44.6K
|
9.59K
$482K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
878+ 0.17% |
$43.2K - $44.5K
|
529K
$26.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
871+ 149.4% |
$42.9K - $44.2K
|
1.45K
$73.1K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
857+ 12.01% |
$42.2K - $43.4K
|
7.99K
$402K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
826+ 199.52% |
$40.6K - $41.9K
|
1.24K
$62.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
770+ 11.31% |
$37.9K - $39K
|
7.58K
$381K
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
750+ 6.78% |
$36.9K - $38K
|
11.8K
$594K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
725+ 1.89% |
$35.7K - $36.8K
|
39.2K
$1.97M
|