Latest Institutional Transactions on Ishares Tr Broad Usd Inbd Etfv (USIG)
This table provides information on the latest institutional transactions involving Ishares Tr Broad Usd Inbd Etfv (USIG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-300- 0.54% |
$14.9K - $15.4K
|
55K
$2.82M
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
10.6KNew |
$529K - $547K
|
10.6K
$546K
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-43.1K- 5.99% |
$2.14M - $2.22M
|
677K
$34.7M
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.39KNew |
$218K - $226K
|
4.39K
$225K
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
596New |
$29.6K - $30.7K
|
596
$30.6K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
275+ 30.62% |
$13.7K - $14.1K
|
1.17K
$60.2K
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
624+ 9.36% |
$31K - $32.1K
|
7.29K
$374K
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-90- 5.0% |
$4.48K - $4.63K
|
1.71K
$87.7K
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.2K+ 9.47% |
$59.7K - $61.7K
|
13.9K
$712K
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.67K- 10.99% |
$83.1K - $86K
|
13.5K
$694K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
17+ 0.13% |
$845 - $874
|
12.8K
$656K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
37.1KNew |
$1.85M - $1.91M
|
37.1K
$1.9M
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-104- 2.5% |
$5.17K - $5.35K
|
4.06K
$208K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.67K- 6.23% |
$83K - $85.9K
|
25.1K
$1.29M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.56K- 57.15% |
$177K - $183K
|
2.67K
$137K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.3K+ 10.76% |
$611K - $632K
|
126K
$6.49M
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
39New |
$1.94K - $2.01K
|
39
$2K
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.23K- 30.99% |
$111K - $114K
|
4.95K
$254K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
725New |
$36.1K - $37.3K
|
725
$37.2K
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.47KNew |
$222K - $230K
|
4.47K
$229K
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-308- 16.94% |
$15.3K - $15.8K
|
1.51K
$77.4K
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
464+ 2.59% |
$23.1K - $23.9K
|
18.4K
$943K
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.49K+ 1153.24% |
$124K - $128K
|
2.71K
$139K
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
40.3K+ 14.93% |
$2M - $2.07M
|
310K
$15.9M
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-6.32K- 24.7% |
$314K - $325K
|
19.3K
$987K
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
1.83K+ 2.37% |
$90.8K - $93.9K
|
78.7K
$4.04M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-7.64K- 46.18% |
$380K - $393K
|
8.91K
$457K
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-14.8K- 74.46% |
$738K - $763K
|
5.09K
$261K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.02K- 13.13% |
$101K - $104K
|
13.4K
$686K
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
57+ 22.8% |
$2.83K - $2.93K
|
307
$15.7K
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-147- 87.5% |
$7.31K - $7.56K
|
21
$1.08K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
121+ 6.12% |
$6.02K - $6.22K
|
2.1K
$108K
|
|
Q1 2025 | |||||||
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
170New |
$8.44K - $8.74K
|
170
$8.72K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
9.25K+ 6.74% |
$459K - $476K
|
146K
$7.51M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-311K- 96.71% |
$15.5M - $16M
|
10.6K
$543K
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-48.5K- 15.92% |
$2.41M - $2.49M
|
256K
$13.1M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.38K- 15.05% |
$168K - $174K
|
19.1K
$979K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
550+ 8.48% |
$27.3K - $28.3K
|
7.04K
$361K
|
|
May 19, 2025
Q1 2025
|
Japan Science & Technology Agency
Tokyo, M0 |
SELL
|
- |
-2.66M- 36.72% |
$132M - $137M
|
4.58M
$235M
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
222+ 219.8% |
$11K - $11.4K
|
323
$16.6K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.43K- 43.73% |
$170K - $176K
|
4.41K
$226K
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.93KNew |
$394K - $408K
|
7.93K
$407K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.48K+ 1.4% |
$73.4K - $76K
|
107K
$5.5M
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
6.14K+ 2.6% |
$305K - $316K
|
242K
$12.4M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
304K+ 11.87% |
$15.1M - $15.6M
|
2.86M
$147M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.26M+ 27.81% |
$460M - $476M
|
42.6M
$2.18B
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-100- 7.46% |
$4.97K - $5.14K
|
1.24K
$63.6K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.01K+ 25.37% |
$398K - $412K
|
39.6K
$2.03M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
611+ 9.67% |
$30.3K - $31.4K
|
6.93K
$355K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-75- 0.38% |
$3.73K - $3.86K
|
19.6K
$1M
|