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 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
4.15KNew |
$208K - $218K
|
4.15K
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.12K+ 85.87% |
$206K - $216K
|
8.91K
$452K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
4.11KNew |
$206K - $216K
|
4.11K
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.1KNew |
$205K - $215K
|
4.1K
$208K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.05K+ 55.55% |
$203K - $213K
|
11.3K
$575K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.95K+ 34.85% |
$198K - $208K
|
15.3K
$776K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3.89K+ 54.94% |
$195K - $204K
|
11K
$557K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3.89K+ 4.66% |
$195K - $204K
|
87.4K
$4.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.57K+ 45.43% |
$179K - $188K
|
11.4K
$581K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.28KNew |
$164K - $172K
|
3.28K
$166K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.11KNew |
$156K - $164K
|
3.11K
$158K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
2.54K+ 1.59% |
$127K - $134K
|
163K
$8.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.48K+ 2.12% |
$124K - $131K
|
120K
$6.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
2.37K+ 20.03% |
$119K - $124K
|
14.2K
$720K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.2K+ 12.35% |
$110K - $116K
|
20K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.73K+ 15.84% |
$86.5K - $90.7K
|
12.6K
$641K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.68K+ 223.17% |
$84K - $88.1K
|
2.43K
$123K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.64K+ 571.08% |
$82.2K - $86.1K
|
1.93K
$97.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.63K+ 6.8% |
$81.9K - $85.8K
|
25.6K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.63K+ 3.04% |
$81.6K - $85.5K
|
55.2K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
1.45K+ 2.47% |
$72.6K - $76.1K
|
60K
$3.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.43K+ 0.7% |
$71.8K - $75.3K
|
207K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.28K+ 7.96% |
$64.1K - $67.2K
|
17.3K
$881K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.25KNew |
$62.6K - $65.6K
|
1.25K
$63.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.06K+ 1.26% |
$53.3K - $55.9K
|
85.7K
$4.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.05K+ 0.16% |
$52.8K - $55.3K
|
651K
$33.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
653New |
$32.7K - $34.3K
|
653
$33.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
647+ 4.85% |
$32.4K - $34K
|
14K
$710K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
627+ 2.04% |
$31.4K - $33K
|
31.4K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
588+ 14.76% |
$29.5K - $30.9K
|
4.57K
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
584+ 170.76% |
$29.3K - $30.7K
|
926
$47K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
571+ 7.18% |
$28.6K - $30K
|
8.52K
$433K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
568+ 1.79% |
$28.5K - $29.9K
|
32.2K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
555+ 3.55% |
$27.8K - $29.2K
|
16.2K
$822K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
528+ 7.35% |
$26.5K - $27.8K
|
7.71K
$391K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
455+ 1978.26% |
$22.8K - $23.9K
|
478
$24.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
444New |
$22.3K - $23.3K
|
444
$22.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
400+ 29.03% |
$20.1K - $21K
|
1.78K
$90.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
332+ 5.7% |
$16.6K - $17.4K
|
6.15K
$313K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
313+ 1490.48% |
$15.7K - $16.5K
|
334
$17K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
274New |
$13.7K - $14.4K
|
274
$13.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
263+ 6.59% |
$13.2K - $13.8K
|
4.26K
$216K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
253+ 2.96% |
$12.7K - $13.3K
|
8.81K
$447K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
208+ 50.73% |
$10.4K - $10.9K
|
618
$31.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
181+ 21.47% |
$9.08K - $9.51K
|
1.02K
$52K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
162New |
$8.12K - $8.51K
|
162
$8.23K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
143New |
$7.17K - $7.52K
|
143
$7.26K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
90New |
$4.51K - $4.73K
|
90
$4.57K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
90+ 0.2% |
$4.51K - $4.73K
|
44.2K
$2.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
86New |
$4.31K - $4.52K
|
86
$4.37K
|