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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.04K+ 16.01% |
$146K - $153K
|
22.1K
$1.11M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.73KNew |
$131K - $137K
|
2.73K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.72K+ 58.6% |
$131K - $137K
|
7.37K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.65K+ 9.25% |
$127K - $133K
|
31.3K
$1.58M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.6K+ 2.99% |
$125K - $131K
|
89.5K
$4.51M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.49K+ 13.09% |
$120K - $125K
|
21.5K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.45K+ 16.94% |
$118K - $123K
|
16.9K
$851K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.39K+ 4.3% |
$115K - $120K
|
58K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.29K+ 0.73% |
$110K - $115K
|
317K
$16M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.98K+ 4.95% |
$95.1K - $99.6K
|
42K
$2.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.93K+ 18.19% |
$92.6K - $97K
|
12.5K
$632K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.78K+ 2.3% |
$85.3K - $89.3K
|
79.2K
$3.99M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.72KNew |
$82.5K - $86.4K
|
1.72K
$86.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.71K+ 2.12% |
$82.2K - $86K
|
82.3K
$4.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.62K+ 3.04% |
$77.8K - $81.5K
|
55K
$2.77M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.56K+ 10.95% |
$74.7K - $78.2K
|
15.8K
$794K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.55K+ 13.9% |
$74.4K - $77.9K
|
12.7K
$640K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.51KNew |
$72.4K - $75.8K
|
1.51K
$75.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1.44K+ 11.44% |
$69.2K - $72.4K
|
14K
$707K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.4K+ 33.95% |
$67.4K - $70.6K
|
5.54K
$279K
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.39K+ 3.18% |
$67K - $70.1K
|
45.3K
$2.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.37K+ 8.31% |
$65.8K - $68.9K
|
17.9K
$899K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 271.61% |
$61.6K - $64.5K
|
1.75K
$88.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
1.26K+ 2.14% |
$60.5K - $63.4K
|
60.2K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.26K+ 8.52% |
$60.3K - $63.1K
|
16K
$806K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.01K+ 8.72% |
$48.5K - $50.8K
|
12.6K
$635K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
982+ 6.6% |
$47.2K - $49.4K
|
15.9K
$799K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
939+ 745.24% |
$45.1K - $47.2K
|
1.07K
$53.7K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
925New |
$44.4K - $46.5K
|
925
$46.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
913+ 16.76% |
$43.9K - $45.9K
|
6.36K
$320K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
834+ 18.09% |
$40.1K - $41.9K
|
5.45K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
818+ 13.8% |
$39.3K - $41.1K
|
6.75K
$340K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
769+ 0.18% |
$36.9K - $38.7K
|
418K
$21M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
706New |
$33.9K - $35.5K
|
706
$35.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
609+ 2.14% |
$29.3K - $30.6K
|
29K
$1.46M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
579+ 87.59% |
$27.8K - $29.1K
|
1.24K
$62.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
579+ 87.59% |
$27.8K - $29.1K
|
1.24K
$62.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
571+ 6.81% |
$27.4K - $28.7K
|
8.95K
$451K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
558+ 6.21% |
$26.8K - $28.1K
|
9.54K
$481K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
504+ 11.92% |
$24.2K - $25.3K
|
4.73K
$238K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
480+ 218.18% |
$23.1K - $24.1K
|
700
$35.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
450+ 19.89% |
$21.6K - $22.6K
|
2.71K
$137K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
402New |
$19.3K - $20.2K
|
402
$20.3K
|
|
|
Aug 28, 2024
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
343+ 2.92% |
$16.5K - $17.2K
|
12.1K
$609K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
313+ 3.7% |
$15K - $15.7K
|
8.77K
$442K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
292New |
$14K - $14.7K
|
292
$14.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
282New |
$13.5K - $14.2K
|
282
$14.2K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
251New |
$12.1K - $12.6K
|
251
$12.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
251New |
$12.1K - $12.6K
|
251
$12.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
235+ 5.2% |
$11.3K - $11.8K
|
4.76K
$240K
|