Purchases and Sales Made in Q2 2025 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 2025. 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 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.41M+ 18.32% |
$69.9M - $72.3M
|
9.08M
$465M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
89K+ 3.31% |
$4.43M - $4.58M
|
2.78M
$142M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
73.7K+ 69.39% |
$3.66M - $3.79M
|
180K
$9.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
51.1K+ 4.65% |
$2.54M - $2.63M
|
1.15M
$58.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
50.7K+ 4.41% |
$2.52M - $2.61M
|
1.2M
$61.6M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
46.2K+ 13.61% |
$2.3M - $2.38M
|
386K
$19.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
40.3K+ 14.93% |
$2M - $2.07M
|
310K
$15.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
37.1KNew |
$1.85M - $1.91M
|
37.1K
$1.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
32.8KNew |
$1.63M - $1.69M
|
32.8K
$1.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
29.6K+ 27.62% |
$1.47M - $1.52M
|
137K
$7M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
28.4K+ 11.45% |
$1.41M - $1.46M
|
276K
$14.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
27.8K+ 27.75% |
$1.38M - $1.43M
|
128K
$6.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
26.8K+ 33.56% |
$1.33M - $1.38M
|
107K
$5.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
18.2KNew |
$906K - $937K
|
18.2K
$933K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.2K+ 42.42% |
$658K - $681K
|
44.4K
$2.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
13.1KNew |
$652K - $675K
|
13.1K
$672K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.3K+ 10.76% |
$611K - $632K
|
126K
$6.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.4KNew |
$569K - $588K
|
11.4K
$586K
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
10.6KNew |
$529K - $547K
|
10.6K
$545K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
9.79K+ 25.71% |
$487K - $503K
|
47.9K
$2.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
8.17K+ 2.64% |
$406K - $420K
|
317K
$16.3M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7.24KNew |
$360K - $372K
|
7.24K
$371K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.74KNew |
$236K - $244K
|
4.74K
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.54K+ 13.33% |
$226K - $233K
|
38.6K
$1.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.47KNew |
$222K - $230K
|
4.47K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.39KNew |
$218K - $226K
|
4.39K
$225K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.91KNew |
$195K - $201K
|
3.91K
$200K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.83KNew |
$190K - $197K
|
3.83K
$196K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.12K+ 9.88% |
$155K - $160K
|
34.7K
$1.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.56K+ 4.35% |
$127K - $132K
|
61.3K
$3.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.49K+ 1153.24% |
$124K - $128K
|
2.71K
$139K
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.05K+ 1.08% |
$102K - $106K
|
193K
$9.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.87K+ 2.23% |
$93.1K - $96.3K
|
85.9K
$4.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
1.83K+ 2.37% |
$90.8K - $93.9K
|
78.7K
$4.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.51K+ 34.8% |
$75.1K - $77.7K
|
5.85K
$300K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.22K+ 11.0% |
$60.6K - $62.7K
|
12.3K
$630K
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.2K+ 9.47% |
$59.7K - $61.7K
|
13.9K
$711K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
999New |
$49.7K - $51.4K
|
999
$51.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
965+ 7.42% |
$48K - $49.6K
|
14K
$716K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
947+ 3.66% |
$47.1K - $48.7K
|
26.8K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
900+ 5.4% |
$44.8K - $46.3K
|
17.6K
$900K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
725New |
$36.1K - $37.3K
|
725
$37.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
713+ 9.63% |
$35.5K - $36.7K
|
8.12K
$416K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
624+ 9.36% |
$31K - $32.1K
|
7.29K
$374K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
617+ 284.33% |
$30.7K - $31.7K
|
834
$42.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
596New |
$29.6K - $30.7K
|
596
$30.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
464+ 2.59% |
$23.1K - $23.9K
|
18.4K
$942K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
396+ 0.66% |
$19.7K - $20.4K
|
60.3K
$3.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
374+ 34.34% |
$18.6K - $19.2K
|
1.46K
$75K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
368New |
$18.3K - $18.9K
|
368
$18.9K
|