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 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
84New |
$4.21K - $4.42K
|
84
$4.27K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
71New |
$3.56K - $3.73K
|
71
$3.61K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
57+ 1.34% |
$2.86K - $3K
|
4.32K
$219K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
53New |
$2.66K - $2.79K
|
53
$2.69K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
53New |
$2.66K - $2.79K
|
53
$2.69K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
48+ 1.14% |
$2.41K - $2.52K
|
4.27K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
48New |
$2.41K - $2.52K
|
48
$2.44K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
25New |
$1.25K - $1.31K
|
25
$1.27K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
23+ 18.11% |
$1.15K - $1.21K
|
150
$7.62K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23New |
$1.15K - $1.21K
|
23
$1.17K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
20+ 43.48% |
$1K - $1.05K
|
66
$3.35K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
17+ 154.55% |
$852 - $894
|
28
$1.42K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8+ 1.45% |
$401 - $420
|
558
$28.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 1.62% |
$150 - $158
|
188
$9.55K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2+ 0.32% |
$100 - $105
|
626
$31.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.96% |
$50.1 - $52.6
|
105
$5.33K
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1- 1.92% |
$50.1 - $52.6
|
51
$2.59K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-42- 16.22% |
$2.11K - $2.21K
|
217
$11K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-54- 16.31% |
$2.71K - $2.84K
|
277
$14.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-122- 2.9% |
$6.12K - $6.41K
|
4.08K
$207K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-174- 3.12% |
$8.72K - $9.15K
|
5.41K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-186- 1.23% |
$9.33K - $9.78K
|
14.9K
$756K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-193- 0.42% |
$9.68K - $10.1K
|
45.9K
$2.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-215- 8.68% |
$10.8K - $11.3K
|
2.26K
$115K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-396- 5.12% |
$19.9K - $20.8K
|
7.34K
$373K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-507- 10.69% |
$25.4K - $26.6K
|
4.24K
$215K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-520- 38.15% |
$26.1K - $27.3K
|
843
$42.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-633- 2.91% |
$31.7K - $33.3K
|
21.1K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-641- 0.76% |
$32.1K - $33.7K
|
83.6K
$4.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-779- 1.97% |
$39.1K - $40.9K
|
38.7K
$1.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-867- 13.95% |
$43.5K - $45.6K
|
5.35K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-876- 1.83% |
$43.9K - $46K
|
47.1K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-974- 87.59% |
$48.8K - $51.2K
|
138
$7.01K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.16K- 9.73% |
$58K - $60.8K
|
10.7K
$545K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.24K- 13.49% |
$62.2K - $65.2K
|
7.95K
$404K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.19K- 12.09% |
$110K - $115K
|
15.9K
$809K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.6K- 16.04% |
$181K - $189K
|
18.9K
$958K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-3.78K- 18.8% |
$189K - $198K
|
16.3K
$828K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.06K- 20.46% |
$254K - $266K
|
19.7K
$998K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-5.25K- 47.57% |
$263K - $276K
|
5.78K
$294K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-5.27K- 53.31% |
$264K - $277K
|
4.62K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.94K- 22.03% |
$298K - $312K
|
21K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.78K- 35.0% |
$340K - $356K
|
12.6K
$640K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.98K- 2.03% |
$400K - $420K
|
385K
$19.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-9.8K- 42.22% |
$491K - $515K
|
13.4K
$681K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-13.7K- 8.78% |
$688K - $721K
|
142K
$7.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-13.9K- 11.15% |
$695K - $728K
|
110K
$5.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-14.8K- 16.14% |
$742K - $778K
|
76.9K
$3.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-16.4K- 50.69% |
$824K - $864K
|
16K
$812K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-22.2K- 9.0% |
$1.11M - $1.17M
|
225K
$11.4M
|