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 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.7K- 5.97% |
$686K - $756K
|
231K
$11.6M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-14.9KClosed |
$698K - $769K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-19.4K- 63.14% |
$905K - $998K
|
11.3K
$569K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-26.4K- 6.32% |
$1.23M - $1.36M
|
391K
$19.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-28.3K- 5.02% |
$1.32M - $1.46M
|
535K
$26.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.1K- 25.2% |
$1.64M - $1.81M
|
104K
$5.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-41.6K- 29.88% |
$1.94M - $2.14M
|
97.6K
$4.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.7K- 34.32% |
$1.95M - $2.15M
|
79.9K
$4.02M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-52.6K- 47.38% |
$2.46M - $2.71M
|
58.5K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-62.7K- 55.63% |
$2.93M - $3.23M
|
50K
$2.52M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-68K- 16.41% |
$3.18M - $3.5M
|
347K
$17.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-94.1K- 41.08% |
$4.4M - $4.85M
|
135K
$6.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-95.5K- 15.27% |
$4.46M - $4.92M
|
530K
$26.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-95.7K- 5.36% |
$4.47M - $4.92M
|
1.69M
$84.9M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-103K- 84.84% |
$4.83M - $5.32M
|
18.5K
$929K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-151K- 2.12% |
$7.03M - $7.75M
|
6.94M
$349M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-169K- 6.99% |
$7.9M - $8.71M
|
2.25M
$113M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-228K- 10.2% |
$10.7M - $11.7M
|
2.01M
$101M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-299K- 9.6% |
$13.9M - $15.4M
|
2.81M
$141M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-326K- 53.99% |
$15.2M - $16.8M
|
277K
$13.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-365K- 13.6% |
$17.1M - $18.8M
|
2.32M
$117M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-523K- 44.6% |
$24.4M - $26.9M
|
649K
$32.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-645K- 99.2% |
$30.1M - $33.2M
|
5.19K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-997K- 3.46% |
$46.6M - $51.3M
|
27.8M
$1.4B
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.65M- 41.59% |
$77.2M - $85.1M
|
2.32M
$117M
|