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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
717+ 3.04% |
$35.3K - $36.4K
|
24.3K
$1.22M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
711+ 3.4% |
$35K - $36K
|
21.6K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
701+ 9.21% |
$34.5K - $35.5K
|
8.32K
$418K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
682New |
$33.6K - $34.6K
|
682
$34.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
663+ 1.53% |
$32.6K - $33.6K
|
44.1K
$2.22M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
604+ 2.47% |
$29.7K - $30.6K
|
25K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
600+ 14.14% |
$29.5K - $30.4K
|
4.84K
$244K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
592New |
$29.1K - $30K
|
592
$29.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
581+ 4.59% |
$28.6K - $29.5K
|
13.2K
$665K
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
508+ 0.75% |
$25K - $25.8K
|
67.8K
$3.41M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
494+ 25.44% |
$24.3K - $25K
|
2.44K
$122K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
474+ 2.45% |
$23.3K - $24K
|
19.9K
$998K
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
428+ 1.02% |
$21.1K - $21.7K
|
42.4K
$2.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
416New |
$20.5K - $21.1K
|
416
$20.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
358New |
$17.6K - $18.2K
|
358
$18K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
329+ 39.93% |
$16.2K - $16.7K
|
1.15K
$58K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
316+ 1.43% |
$15.6K - $16K
|
22.4K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
308+ 3.61% |
$15.2K - $15.6K
|
8.84K
$444K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
307New |
$15.1K - $15.6K
|
307
$15.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
283+ 1.55% |
$13.9K - $14.3K
|
18.5K
$930K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
272+ 0.34% |
$13.4K - $13.8K
|
81K
$4.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
269+ 3.35% |
$13.2K - $13.6K
|
8.29K
$417K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
258+ 5.7% |
$12.7K - $13.1K
|
4.79K
$241K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
254+ 329.87% |
$12.5K - $12.9K
|
331
$16.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
245+ 13.61% |
$12.1K - $12.4K
|
2.05K
$103K
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
233+ 1.12% |
$11.5K - $11.8K
|
21K
$1.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
221+ 0.42% |
$10.9K - $11.2K
|
53K
$2.66M
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
198New |
$9.74K - $10K
|
198
$9.96K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
183New |
$9.01K - $9.28K
|
183
$9.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
171New |
$8.41K - $8.67K
|
171
$8.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
170New |
$8.37K - $8.62K
|
170
$8.55K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
165New |
$8.12K - $8.37K
|
165
$8.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
147+ 2.09% |
$7.23K - $7.45K
|
7.19K
$362K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
137+ 10.16% |
$6.74K - $6.95K
|
1.49K
$74.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
133+ 4.55% |
$6.54K - $6.74K
|
3.06K
$154K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
132+ 21.57% |
$6.5K - $6.69K
|
744
$37.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
131+ 9.03% |
$6.45K - $6.64K
|
1.58K
$79.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
131+ 8.7% |
$6.45K - $6.64K
|
1.64K
$82.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
118New |
$5.81K - $5.98K
|
118
$5.93K
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
117+ 0.3% |
$5.76K - $5.93K
|
39.3K
$1.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
110+ 1.11% |
$5.41K - $5.58K
|
9.98K
$502K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
104+ 0.68% |
$5.12K - $5.27K
|
15.3K
$772K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
102New |
$5.02K - $5.17K
|
102
$5.13K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
101New |
$4.97K - $5.12K
|
101
$5.08K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
100New |
$4.92K - $5.07K
|
100
$5.03K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
100+ 8.06% |
$4.92K - $5.07K
|
1.34K
$67.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
94+ 1.12% |
$4.63K - $4.77K
|
8.46K
$425K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
94New |
$4.63K - $4.77K
|
94
$4.73K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
91+ 0.55% |
$4.48K - $4.61K
|
16.7K
$839K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
90New |
$4.43K - $4.56K
|
90
$4.53K
|