Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.14KNew |
$549K - $561K
|
9.14K
$470K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
9.02KNew |
$542K - $553K
|
9.02K
$464K
|
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
8.83K+ 54.32% |
$531K - $542K
|
25.1K
$1.29M
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.57K+ 3.33% |
$515K - $526K
|
266K
$13.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
8.13K+ 5.78% |
$489K - $499K
|
149K
$7.66M
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
7.55KNew |
$454K - $463K
|
7.55K
$388K
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
6.67KNew |
$401K - $409K
|
6.67K
$343K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.67KNew |
$401K - $409K
|
6.67K
$343K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.19KNew |
$372K - $379K
|
6.19K
$318K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.67KNew |
$341K - $348K
|
5.67K
$291K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.37K+ 13.51% |
$322K - $329K
|
45.1K
$2.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.16K+ 147.19% |
$310K - $317K
|
8.67K
$446K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.72K+ 13.16% |
$284K - $289K
|
40.6K
$2.09M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.42KNew |
$265K - $271K
|
4.42K
$227K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.24KNew |
$255K - $260K
|
4.24K
$218K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
4.22KNew |
$254K - $259K
|
4.22K
$217K
|
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
4.2K+ 8.94% |
$252K - $258K
|
51.2K
$2.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4.16KNew |
$250K - $255K
|
4.16K
$214K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.97KNew |
$239K - $244K
|
3.97K
$204K
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.75KNew |
$226K - $230K
|
3.75K
$193K
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
3.37K+ 12.81% |
$202K - $206K
|
29.7K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.36KNew |
$202K - $206K
|
3.36K
$173K
|
|
|
Nov 15, 2021
Q3 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
3.35K+ 7.28% |
$202K - $206K
|
49.4K
$2.54M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.83K+ 45.53% |
$170K - $174K
|
9.04K
$465K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.55K+ 17.71% |
$153K - $157K
|
17K
$873K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
2.44KNew |
$146K - $149K
|
2.44K
$125K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.43K+ 4.03% |
$146K - $149K
|
62.8K
$3.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.9K+ 2.78% |
$114K - $117K
|
70.3K
$3.61M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.89K+ 8.71% |
$114K - $116K
|
23.6K
$1.21M
|
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
BUY
|
- |
1.85K+ 3.1% |
$111K - $113K
|
61.5K
$3.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.81K+ 2.58% |
$109K - $111K
|
71.8K
$3.69M
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.7K+ 24.17% |
$102K - $104K
|
8.74K
$449K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.65K+ 45.97% |
$99K - $101K
|
5.23K
$269K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.57K+ 17.26% |
$94.4K - $96.3K
|
10.7K
$548K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.53K+ 5.29% |
$91.8K - $93.7K
|
30.4K
$1.56M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
1.5K+ 5.71% |
$90.2K - $92K
|
27.8K
$1.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.39KNew |
$83.7K - $85.4K
|
1.39K
$71.6K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.19K+ 14.29% |
$71.5K - $72.9K
|
9.51K
$489K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.08K+ 244.02% |
$65K - $66.3K
|
1.52K
$78.4K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
1.06KNew |
$63.8K - $65.1K
|
1.06K
$54.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
941+ 7.66% |
$56.6K - $57.7K
|
13.2K
$680K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
825+ 277.78% |
$49.6K - $50.6K
|
1.12K
$57.7K
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
BUY
|
- |
808+ 3.97% |
$48.6K - $49.6K
|
21.2K
$1.09M
|
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
737+ 2.07% |
$44.3K - $45.2K
|
36.4K
$1.87M
|
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
692+ 1.08% |
$41.6K - $42.4K
|
64.6K
$3.32M
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
602+ 5.11% |
$36.2K - $36.9K
|
12.4K
$637K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
558+ 5.11% |
$33.5K - $34.2K
|
11.5K
$590K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
412+ 597.1% |
$24.8K - $25.3K
|
481
$24.7K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
361+ 4.82% |
$21.7K - $22.1K
|
7.85K
$404K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
313+ 4.0% |
$18.8K - $19.2K
|
8.14K
$419K
|