Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-1.09K- 0.48% |
$50.9K - $56.1K
|
228K
$11.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.16K- 7.79% |
$54.3K - $59.9K
|
13.8K
$692K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.29K- 68.74% |
$60.3K - $66.5K
|
587
$29.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.3K- 3.27% |
$60.6K - $66.8K
|
38.4K
$1.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.34K- 1.84% |
$62.8K - $69.2K
|
71.8K
$3.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.38K- 21.53% |
$64.5K - $71K
|
5.03K
$253K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.43K- 14.65% |
$66.9K - $73.7K
|
8.34K
$419K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.53K- 11.25% |
$71.4K - $78.7K
|
12.1K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.53K- 12.51% |
$71.5K - $78.8K
|
10.7K
$538K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.58K- 7.18% |
$74K - $81.5K
|
20.5K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.66K- 2.33% |
$77.6K - $85.5K
|
69.5K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.83K- 20.9% |
$85.7K - $94.4K
|
6.94K
$349K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.05K- 8.03% |
$95.9K - $106K
|
23.5K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.1K- 40.11% |
$98.3K - $108K
|
3.14K
$158K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.13K- 33.19% |
$99.6K - $110K
|
4.29K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.18K- 27.22% |
$102K - $112K
|
5.83K
$293K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.55K- 3.22% |
$119K - $131K
|
76.6K
$3.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.64K- 1.83% |
$123K - $136K
|
142K
$7.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-2.67K- 5.45% |
$125K - $137K
|
46.3K
$2.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.69K- 4.64% |
$126K - $138K
|
55.3K
$2.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.75K- 49.61% |
$128K - $141K
|
2.79K
$140K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-2.76K- 40.33% |
$129K - $142K
|
4.08K
$205K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.99K- 25.75% |
$140K - $154K
|
8.63K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.06K- 4.37% |
$143K - $157K
|
66.9K
$3.36M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.6K- 46.65% |
$168K - $186K
|
4.12K
$207K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-3.89K- 22.44% |
$182K - $200K
|
13.5K
$676K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-3.89K- 27.76% |
$182K - $200K
|
10.1K
$510K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.03K- 8.21% |
$188K - $207K
|
45K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.03K- 2.08% |
$188K - $208K
|
190K
$9.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4.22K- 1.05% |
$197K - $217K
|
396K
$19.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.23K- 11.76% |
$198K - $218K
|
31.7K
$1.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.28K- 34.83% |
$200K - $221K
|
8.01K
$403K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.56K- 45.24% |
$213K - $235K
|
5.51K
$277K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-4.63K- 28.14% |
$216K - $238K
|
11.8K
$594K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.21K- 0.18% |
$244K - $268K
|
2.88M
$145M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-5.22K- 4.19% |
$244K - $269K
|
119K
$6M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-5.44K- 11.81% |
$254K - $280K
|
40.7K
$2.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-6.05K- 0.47% |
$283K - $311K
|
1.29M
$65M
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-6.16K- 3.62% |
$288K - $317K
|
164K
$8.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.66K- 30.91% |
$311K - $343K
|
14.9K
$749K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-6.98K- 59.82% |
$326K - $359K
|
4.69K
$236K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-7.03K- 16.48% |
$328K - $362K
|
35.6K
$1.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-7.05K- 12.82% |
$329K - $363K
|
47.9K
$2.41M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-7.28K- 1.6% |
$340K - $375K
|
447K
$22.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.08K- 15.54% |
$424K - $467K
|
49.3K
$2.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-9.85K- 4.01% |
$460K - $507K
|
236K
$11.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-11.5K- 12.88% |
$538K - $593K
|
78K
$3.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-12K- 5.59% |
$559K - $616K
|
202K
$10.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.5K- 37.1% |
$583K - $642K
|
21.1K
$1.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-13.2K- 56.75% |
$617K - $680K
|
10.1K
$506K
|