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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.63K- 15.34% |
$332K - $348K
|
36.6K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.78K- 35.0% |
$340K - $356K
|
12.6K
$640K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.97K- 9.06% |
$349K - $366K
|
69.9K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-7.18K- 1.94% |
$360K - $377K
|
363K
$18.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.98K- 2.03% |
$400K - $420K
|
385K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-8.25K- 0.84% |
$414K - $434K
|
974K
$49.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.33K- 1.43% |
$418K - $438K
|
574K
$29.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-9.34K- 33.29% |
$468K - $491K
|
18.7K
$952K
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-9.8K- 42.22% |
$491K - $515K
|
13.4K
$682K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-10.5K- 4.93% |
$526K - $551K
|
202K
$10.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-13.7K- 8.78% |
$688K - $721K
|
142K
$7.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-13.9K- 11.15% |
$695K - $728K
|
110K
$5.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-14.8K- 16.14% |
$742K - $778K
|
76.9K
$3.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-16.4K- 50.69% |
$824K - $864K
|
16K
$813K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-22.2K- 9.0% |
$1.11M - $1.17M
|
225K
$11.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-23.2K- 47.78% |
$1.17M - $1.22M
|
25.4K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28.4K- 10.86% |
$1.43M - $1.5M
|
233K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.8K- 1.11% |
$1.45M - $1.52M
|
2.56M
$130M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-31.7K- 16.47% |
$1.59M - $1.67M
|
161K
$8.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-39.4K- 4.58% |
$1.98M - $2.07M
|
821K
$41.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-42.1K- 17.85% |
$2.11M - $2.21M
|
194K
$9.84M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-53.6K- 30.25% |
$2.69M - $2.82M
|
124K
$6.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-58.2K- 12.03% |
$2.92M - $3.06M
|
425K
$21.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-65.2K- 2.9% |
$3.27M - $3.42M
|
2.18M
$111M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-73.1K- 22.11% |
$3.67M - $3.84M
|
258K
$13.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-73.8K- 82.57% |
$3.7M - $3.88M
|
15.6K
$792K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-92.1K- 94.0% |
$4.62M - $4.84M
|
5.88K
$299K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-96.2K- 26.79% |
$4.83M - $5.06M
|
263K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-118K- 1.58% |
$5.93M - $6.22M
|
7.37M
$375M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-142K- 39.2% |
$7.12M - $7.47M
|
220K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-160K- 83.54% |
$8.04M - $8.43M
|
31.6K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-328K- 97.93% |
$16.5M - $17.3M
|
6.95K
$353K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-400K- 82.01% |
$20.1M - $21M
|
87.8K
$4.47M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-554K- 98.84% |
$27.8M - $29.1M
|
6.48K
$330K
|