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
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-4.89K- 36.04% |
$241K - $248K
|
8.68K
$436K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.85K- 64.99% |
$288K - $296K
|
3.15K
$158K
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-5.86K- 33.93% |
$288K - $297K
|
11.4K
$574K
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-5.95K- 45.32% |
$293K - $302K
|
7.18K
$361K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.01K- 29.0% |
$296K - $305K
|
14.7K
$740K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.36K- 10.37% |
$313K - $322K
|
55K
$2.76M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-7.69K- 95.15% |
$378K - $390K
|
392
$19.7K
|
|
Jul 23, 2024
Q2 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-8.19K- 7.68% |
$403K - $415K
|
98.4K
$4.95M
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-9.14K- 0.89% |
$450K - $463K
|
1.01M
$50.9M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-9.27K- 19.43% |
$456K - $470K
|
38.4K
$1.93M
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-9.3K- 30.28% |
$458K - $472K
|
21.4K
$1.08M
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-9.58K- 10.21% |
$472K - $486K
|
84.3K
$4.24M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.7K- 6.16% |
$528K - $544K
|
163K
$8.22M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.6K- 44.59% |
$570K - $587K
|
14.4K
$724K
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-12K- 2.14% |
$590K - $608K
|
547K
$27.5M
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-12K- 46.21% |
$592K - $610K
|
14K
$704K
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-12.5K- 18.69% |
$613K - $631K
|
54.2K
$2.72M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.1K- 40.02% |
$647K - $667K
|
19.7K
$991K
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-20.5K- 8.85% |
$1.01M - $1.04M
|
211K
$10.6M
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-21K- 80.88% |
$1.03M - $1.06M
|
4.95K
$249K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.9K- 27.66% |
$1.23M - $1.26M
|
65.2K
$3.28M
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-35.2K- 15.35% |
$1.73M - $1.79M
|
194K
$9.77M
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-40K- 16.27% |
$1.97M - $2.03M
|
206K
$10.3M
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-42K- 15.05% |
$2.07M - $2.13M
|
237K
$11.9M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-42.7K- 8.01% |
$2.1M - $2.16M
|
490K
$24.6M
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-42.9K- 73.93% |
$2.11M - $2.18M
|
15.1K
$761K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-43.8K- 28.77% |
$2.16M - $2.22M
|
108K
$5.45M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-58.8K- 18.0% |
$2.89M - $2.98M
|
268K
$13.5M
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-63.5K- 76.48% |
$3.12M - $3.22M
|
19.5K
$982K
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-83.8K- 69.46% |
$4.12M - $4.25M
|
36.8K
$1.85M
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-96.2K- 30.48% |
$4.74M - $4.88M
|
220K
$11M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-99K- 28.18% |
$4.87M - $5.02M
|
252K
$12.7M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-150K- 2.19% |
$7.36M - $7.58M
|
6.69M
$336M
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-153K- 6.67% |
$7.51M - $7.74M
|
2.14M
$107M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-171K- 78.14% |
$8.42M - $8.67M
|
47.9K
$2.41M
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-184K- 19.61% |
$9.06M - $9.34M
|
755K
$38M
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-220K- 18.77% |
$10.8M - $11.2M
|
952K
$47.9M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-327K- 19.72% |
$16.1M - $16.6M
|
1.33M
$67M
|