Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.06M+ 7.8% |
$52.9M - $55.5M
|
14.6M
$741M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
620K+ 13.3% |
$31.1M - $32.6M
|
5.28M
$268M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
331K+ 6876.24% |
$16.6M - $17.4M
|
335K
$17M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
122K+ 5.01% |
$6.12M - $6.42M
|
2.56M
$130M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
120K+ 41.54% |
$6M - $6.29M
|
407K
$20.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
77.7K+ 11.72% |
$3.9M - $4.08M
|
741K
$37.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
73.8KNew |
$3.7M - $3.88M
|
73.8K
$3.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
69.7K+ 5.61% |
$3.5M - $3.66M
|
1.31M
$66.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
67.6K+ 6.96% |
$3.39M - $3.55M
|
1.04M
$52.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
66.2K+ 15.05% |
$3.32M - $3.48M
|
506K
$25.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
61.3KNew |
$3.07M - $3.22M
|
61.3K
$3.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
51.2K+ 4.01% |
$2.57M - $2.69M
|
1.33M
$67.5M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
44.4K+ 19.12% |
$2.22M - $2.33M
|
276K
$14M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
42.8K+ 17.98% |
$2.14M - $2.25M
|
281K
$14.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
39.4K+ 45.65% |
$1.98M - $2.07M
|
126K
$6.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
38.5KNew |
$1.93M - $2.02M
|
38.5K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
36.7KNew |
$1.84M - $1.93M
|
36.7K
$1.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
35.3K+ 48.24% |
$1.77M - $1.85M
|
108K
$5.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
32.6K+ 3.4% |
$1.63M - $1.71M
|
992K
$50.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
28.9K+ 224.21% |
$1.45M - $1.52M
|
41.7K
$2.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
25.1KNew |
$1.26M - $1.32M
|
25.1K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
22.8KNew |
$1.14M - $1.2M
|
22.8K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
22.5K+ 26.14% |
$1.13M - $1.18M
|
109K
$5.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
22.1KNew |
$1.11M - $1.16M
|
22.1K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
21.9KNew |
$1.1M - $1.15M
|
21.9K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
21.6K+ 491.05% |
$1.08M - $1.13M
|
26K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
21.3K+ 9.75% |
$1.07M - $1.12M
|
240K
$12.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
21K+ 26.7% |
$1.05M - $1.1M
|
99.6K
$5.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19.8K+ 9.82% |
$992K - $1.04M
|
221K
$11.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19.4K+ 144.85% |
$972K - $1.02M
|
32.8K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
18.8K+ 8.78% |
$943K - $989K
|
233K
$11.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
16.3K+ 3.34% |
$819K - $858K
|
505K
$25.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
15.9K+ 9.17% |
$799K - $837K
|
190K
$9.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
15.7KNew |
$789K - $827K
|
15.7K
$799K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
15.1KNew |
$758K - $794K
|
15.1K
$768K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11K+ 5.93% |
$554K - $581K
|
197K
$10M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.61K+ 15.15% |
$482K - $505K
|
73K
$3.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8.41K+ 45.65% |
$422K - $442K
|
26.8K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.07K+ 38.61% |
$404K - $424K
|
29K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.68K+ 8.81% |
$385K - $404K
|
94.8K
$4.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.44K+ 3.57% |
$373K - $391K
|
216K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.4KNew |
$371K - $389K
|
7.4K
$376K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.5K+ 24.95% |
$276K - $289K
|
27.6K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.98K+ 29.11% |
$250K - $262K
|
22.1K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.89K+ 46.83% |
$245K - $257K
|
15.3K
$778K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.75KNew |
$238K - $249K
|
4.75K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
4.72K+ 3.72% |
$237K - $248K
|
132K
$6.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.6KNew |
$231K - $242K
|
4.6K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.52K+ 5.41% |
$227K - $238K
|
88.1K
$4.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.29KNew |
$215K - $226K
|
4.29K
$218K
|