Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
794+ 12.84% |
$47.1K - $48.2K
|
6.98K
$356K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
776+ 8.6% |
$46K - $47.1K
|
9.8K
$500K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
746+ 6.2% |
$44.3K - $45.3K
|
12.8K
$651K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
710+ 7.0% |
$42.1K - $43.1K
|
10.9K
$554K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
698New |
$41.4K - $42.4K
|
698
$35.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
651New |
$38.6K - $39.5K
|
651
$33.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
629+ 1.39% |
$37.3K - $38.2K
|
45.7K
$2.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
600+ 0.45% |
$35.6K - $36.4K
|
134K
$6.81M
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
600+ 3750.0% |
$35.6K - $36.4K
|
616
$31.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
582+ 3.43% |
$34.5K - $35.3K
|
17.6K
$895K
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
563+ 2.74% |
$33.4K - $34.2K
|
21.1K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
BUY
|
- |
548+ 2.59% |
$32.5K - $33.3K
|
21.7K
$1.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
457+ 29.99% |
$27.1K - $27.8K
|
1.98K
$101K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
401New |
$23.8K - $24.4K
|
401
$20.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
382+ 263.45% |
$22.7K - $23.2K
|
527
$26.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
378+ 8.19% |
$22.4K - $23K
|
4.99K
$255K
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
BUY
|
- |
375+ 0.61% |
$22.2K - $22.8K
|
61.9K
$3.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
373+ 0.24% |
$22.1K - $22.7K
|
159K
$8.11M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
370+ 9.32% |
$21.9K - $22.5K
|
4.34K
$221K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
338+ 463.01% |
$20.1K - $20.5K
|
411
$21K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
326+ 5.87% |
$19.3K - $19.8K
|
5.88K
$300K
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
313+ 0.45% |
$18.6K - $19K
|
70.6K
$3.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
292+ 15.28% |
$17.3K - $17.7K
|
2.2K
$112K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
268New |
$15.9K - $16.3K
|
268
$13.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
260+ 6.13% |
$15.4K - $15.8K
|
4.5K
$230K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
229+ 0.36% |
$13.6K - $13.9K
|
63K
$3.21M
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
186+ 26.65% |
$11K - $11.3K
|
884
$45.1K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
172+ 3.44% |
$10.2K - $10.4K
|
5.17K
$264K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
164New |
$9.73K - $9.96K
|
164
$8.36K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
164+ 16.37% |
$9.73K - $9.96K
|
1.17K
$59.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
156New |
$9.25K - $9.47K
|
156
$7.95K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
139New |
$8.25K - $8.44K
|
139
$7.09K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
137+ 1.68% |
$8.13K - $8.32K
|
8.28K
$422K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
92New |
$5.46K - $5.59K
|
92
$4.69K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
86New |
$5.1K - $5.22K
|
86
$4.39K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
81New |
$4.8K - $4.92K
|
81
$4.13K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
78+ 0.75% |
$4.63K - $4.74K
|
10.5K
$534K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
78+ 236.36% |
$4.63K - $4.74K
|
111
$5.66K
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
69+ 0.74% |
$4.09K - $4.19K
|
9.33K
$476K
|
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
69New |
$4.09K - $4.19K
|
69
$3.52K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
55+ 0.78% |
$3.26K - $3.34K
|
7.1K
$362K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
52+ 17.81% |
$3.08K - $3.16K
|
344
$17.5K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50+ 1.05% |
$2.97K - $3.04K
|
4.81K
$245K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
48+ 0.74% |
$2.85K - $2.92K
|
6.49K
$331K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
46New |
$2.73K - $2.79K
|
46
$2.35K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
42+ 3.74% |
$2.49K - $2.55K
|
1.16K
$59.4K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
36New |
$2.14K - $2.19K
|
36
$1.84K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
31New |
$1.84K - $1.88K
|
31
$1.58K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
31+ 0.28% |
$1.84K - $1.88K
|
10.9K
$557K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
30New |
$1.78K - $1.82K
|
30
$1.53K
|