Purchases and Sales Made in Q3 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-113- 0.26% |
$5.4K - $5.94K
|
43.5K
$2.22M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-125- 1.71% |
$5.97K - $6.57K
|
7.2K
$367K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-184- 1.53% |
$8.79K - $9.67K
|
11.9K
$605K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-200- 48.78% |
$9.55K - $10.5K
|
210
$10.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-200- 0.84% |
$9.55K - $10.5K
|
23.6K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-220- 4.33% |
$10.5K - $11.6K
|
4.87K
$248K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-240- 2.05% |
$11.5K - $12.6K
|
11.4K
$583K
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-241- 2.57% |
$11.5K - $12.7K
|
9.14K
$466K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-242- 1.18% |
$11.6K - $12.7K
|
20.3K
$1.04M
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-290- 0.89% |
$13.8K - $15.2K
|
32.2K
$1.64M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-354- 54.63% |
$16.9K - $18.6K
|
294
$15K
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-408- 6.47% |
$19.5K - $21.4K
|
5.89K
$301K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-547- 34.14% |
$26.1K - $28.7K
|
1.06K
$53.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-649- 10.98% |
$31K - $34.1K
|
5.26K
$268K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-811- 1.73% |
$38.7K - $42.6K
|
46.2K
$2.35M
|
|
|
Aug 26, 2024
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-863- 5.35% |
$41.2K - $45.4K
|
15.3K
$779K
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-889- 5.86% |
$42.4K - $46.7K
|
14.3K
$728K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-1.02K- 1.77% |
$48.6K - $53.5K
|
56.6K
$2.88M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.2K- 0.56% |
$57.2K - $62.9K
|
213K
$10.8M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.2K- 0.56% |
$57.2K - $62.9K
|
213K
$10.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.4K- 23.77% |
$66.9K - $73.6K
|
4.49K
$229K
|
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.51K- 8.37% |
$71.9K - $79.1K
|
16.5K
$841K
|
|
|
Dec 01, 2022
Q3 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.55K- 2.11% |
$73.9K - $81.3K
|
71.8K
$3.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.58K- 1.29% |
$75.5K - $83.1K
|
121K
$6.15M
|
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.67K- 2.11% |
$79.6K - $87.7K
|
77.4K
$3.95M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.7K- 11.7% |
$81.2K - $89.4K
|
12.8K
$655K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.9K- 0.71% |
$90.5K - $99.6K
|
263K
$13.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.19K- 25.69% |
$105K - $115K
|
6.34K
$323K
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.36K- 10.62% |
$113K - $124K
|
19.9K
$1.01M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.48K- 4.97% |
$119K - $130K
|
47.5K
$2.42M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.66K- 8.21% |
$127K - $140K
|
29.8K
$1.52M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.93K- 1.98% |
$140K - $154K
|
145K
$7.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-3.25K- 5.98% |
$155K - $171K
|
51.1K
$2.61M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.28K- 11.64% |
$157K - $172K
|
24.9K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.44K- 9.64% |
$164K - $181K
|
32.2K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.57K- 13.42% |
$171K - $188K
|
23.1K
$1.18M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-4.08K- 15.59% |
$195K - $214K
|
22.1K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.84K- 3.86% |
$231K - $254K
|
120K
$6.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.87K- 21.24% |
$232K - $256K
|
18.1K
$921K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-5.83K- 17.75% |
$278K - $306K
|
27K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.42K- 19.23% |
$354K - $390K
|
31.2K
$1.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.83K- 88.32% |
$374K - $411K
|
1.04K
$52.8K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.19KClosed |
$391K - $430K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-8.3K- 8.85% |
$397K - $436K
|
85.6K
$4.36M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-8.62K- 49.06% |
$412K - $453K
|
8.95K
$456K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.29K- 17.48% |
$444K - $488K
|
43.9K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-9.4K- 0.73% |
$449K - $494K
|
1.27M
$64.7M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.1K- 13.47% |
$576K - $634K
|
77.5K
$3.95M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-14.3K- 3.86% |
$685K - $754K
|
357K
$18.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.8K- 15.35% |
$753K - $829K
|
87K
$4.44M
|