Purchases and Sales Made in Q3 2023 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 2023. 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 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.27MNew |
$109M - $114M
|
2.27M
$115M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.24MNew |
$107M - $112M
|
2.24M
$113M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.72M+ 2622.8% |
$82.6M - $86.5M
|
1.79M
$89.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.69MNew |
$81.3M - $85.1M
|
1.69M
$85.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
965K+ 22.31% |
$46.3M - $48.5M
|
5.29M
$266M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
616K+ 5.64% |
$29.6M - $31M
|
11.5M
$582M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
384K+ 158.69% |
$18.4M - $19.3M
|
625K
$31.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
255KNew |
$12.2M - $12.8M
|
255K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
243K+ 7.26% |
$11.7M - $12.2M
|
3.59M
$181M
|
|
|
Nov 08, 2023
Q3 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
229KNew |
$11M - $11.5M
|
229K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
226K+ 511.48% |
$10.8M - $11.3M
|
270K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
221KNew |
$10.6M - $11.1M
|
221K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
209K+ 1726.32% |
$10M - $10.5M
|
221K
$11.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
184K+ 488.77% |
$8.84M - $9.26M
|
222K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
178K+ 6.56% |
$8.53M - $8.93M
|
2.88M
$145M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
168K+ 7.51% |
$8.08M - $8.46M
|
2.41M
$121M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
145K+ 3.79% |
$6.96M - $7.28M
|
3.97M
$200M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
130K+ 36.32% |
$6.26M - $6.55M
|
489K
$24.6M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
119KNew |
$5.71M - $5.98M
|
119K
$5.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
113KNew |
$5.42M - $5.67M
|
113K
$5.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
92.8KNew |
$4.46M - $4.67M
|
92.8K
$4.68M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
79.9K+ 190.2% |
$3.84M - $4.02M
|
122K
$6.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
77.9K+ 552.87% |
$3.74M - $3.92M
|
92K
$4.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
73.1KNew |
$3.51M - $3.68M
|
73.1K
$3.68M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
72.4K+ 11.14% |
$3.48M - $3.64M
|
722K
$36.4M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
71.8K+ 13.52% |
$3.45M - $3.61M
|
603K
$30.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
66.3K+ 90.72% |
$3.18M - $3.33M
|
139K
$7.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
63.3KNew |
$3.04M - $3.18M
|
63.3K
$3.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
61.8KNew |
$2.97M - $3.11M
|
61.8K
$3.11M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
58.4K+ 19.06% |
$2.81M - $2.94M
|
365K
$18.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
52.3K+ 2.59% |
$2.51M - $2.63M
|
2.07M
$104M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
52K+ 10.72% |
$2.5M - $2.62M
|
538K
$27.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
48.7K+ 6.8% |
$2.34M - $2.45M
|
764K
$38.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
47.3K+ 4.54% |
$2.27M - $2.38M
|
1.09M
$54.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47.1K+ 34.86% |
$2.26M - $2.37M
|
182K
$9.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.7K+ 0.98% |
$1.81M - $1.9M
|
3.89M
$196M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.9K+ 178.1% |
$1.39M - $1.45M
|
45.1K
$2.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
27.8K+ 5.24% |
$1.34M - $1.4M
|
559K
$28.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.2K+ 5.07% |
$1.31M - $1.37M
|
564K
$28.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.1K+ 4.32% |
$1.3M - $1.36M
|
655K
$33M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
24.1K+ 91.37% |
$1.16M - $1.21M
|
50.5K
$2.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.5K+ 47.36% |
$1.03M - $1.08M
|
66.9K
$3.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
17K+ 272.06% |
$817K - $856K
|
23.3K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17K+ 2.6% |
$814K - $853K
|
669K
$33.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
17KNew |
$814K - $852K
|
17K
$854K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
16.8KNew |
$807K - $845K
|
16.8K
$847K
|
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
15.4K+ 15.05% |
$739K - $774K
|
118K
$5.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.1K+ 25.31% |
$725K - $759K
|
74.8K
$3.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.9K+ 15.4% |
$718K - $751K
|
112K
$5.64M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
14.8KNew |
$712K - $745K
|
14.8K
$746K
|