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 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-284- 4.37% |
$14K - $14.4K
|
6.21K
$312K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-319- 59.51% |
$15.7K - $16.2K
|
217
$10.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-330- 5.15% |
$16.2K - $16.7K
|
6.08K
$306K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-351- 58.4% |
$17.3K - $17.8K
|
250
$12.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-367- 0.55% |
$18.1K - $18.6K
|
66.4K
$3.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-391- 0.69% |
$19.2K - $19.8K
|
56.1K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-405- 1.29% |
$19.9K - $20.5K
|
31.1K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-421- 5.92% |
$20.7K - $21.3K
|
6.69K
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-423- 7.7% |
$20.8K - $21.4K
|
5.07K
$255K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-457- 52.17% |
$22.5K - $23.2K
|
419
$21.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-466- 1.91% |
$22.9K - $23.6K
|
24K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-477- 3.99% |
$23.5K - $24.2K
|
11.5K
$578K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-490- 3.57% |
$24.1K - $24.8K
|
13.2K
$665K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-545- 98.91% |
$26.8K - $27.6K
|
6
$302
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-609- 4.17% |
$30K - $30.9K
|
14K
$704K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-624- 1.23% |
$30.7K - $31.6K
|
50.2K
$2.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-648- 93.91% |
$31.9K - $32.9K
|
42
$2.11K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-662- 5.52% |
$32.6K - $33.6K
|
11.3K
$569K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-719- 1.69% |
$35.4K - $36.5K
|
41.8K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-783- 66.19% |
$38.5K - $39.7K
|
400
$20.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-783- 16.37% |
$38.5K - $39.7K
|
4K
$201K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-825- 9.25% |
$40.6K - $41.8K
|
8.09K
$407K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-913- 14.94% |
$44.9K - $46.3K
|
5.2K
$261K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.09K- 72.65% |
$53.6K - $55.2K
|
410
$20.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.11K- 7.57% |
$54.5K - $56.2K
|
13.5K
$680K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.18K- 4.62% |
$57.9K - $59.7K
|
24.3K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.23K- 11.92% |
$60.3K - $62.1K
|
9.05K
$455K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.28K- 13.01% |
$62.8K - $64.7K
|
8.54K
$429K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.28K- 3.78% |
$62.9K - $64.8K
|
32.6K
$1.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.29K- 5.34% |
$63.2K - $65.1K
|
22.8K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.36K- 2.89% |
$66.9K - $68.9K
|
45.7K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.45K- 26.51% |
$71.2K - $73.3K
|
4.01K
$202K
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-1.66K- 20.14% |
$81.7K - $84.2K
|
6.58K
$331K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.83K- 5.74% |
$90K - $92.7K
|
30K
$1.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.01K- 5.98% |
$99.1K - $102K
|
31.6K
$1.59M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.22K- 95.2% |
$109K - $113K
|
112
$5.63K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.29K- 17.07% |
$113K - $116K
|
11.1K
$560K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.39K- 2.56% |
$118K - $121K
|
90.9K
$4.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.64K- 6.0% |
$130K - $134K
|
41.4K
$2.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.93K- 15.5% |
$144K - $148K
|
16K
$802K
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.93K- 10.12% |
$144K - $148K
|
26K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.97K- 4.79% |
$146K - $151K
|
59K
$2.97M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-3.03K- 10.53% |
$149K - $154K
|
25.7K
$1.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.19K- 33.5% |
$157K - $162K
|
6.34K
$319K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.51K- 14.38% |
$173K - $178K
|
20.9K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.68K- 18.3% |
$181K - $186K
|
16.4K
$825K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4.06K- 2.31% |
$200K - $206K
|
172K
$8.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-4.25K- 5.06% |
$209K - $215K
|
79.6K
$4M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.4K- 43.66% |
$216K - $223K
|
5.67K
$285K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 1.12% |
$220K - $227K
|
394K
$19.8M
|