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 |
---|---|---|---|---|---|---|---|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
48+ 24.49% |
$2.39K - $2.47K
|
244
$12.5K
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.25K+ 25.51% |
$112K - $116K
|
11.1K
$570K
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
279New |
$13.9K - $14.4K
|
279
$14.3K
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
993+ 358.48% |
$49.4K - $51.1K
|
1.27K
$65.3K
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-26- 50.0% |
$1.29K - $1.34K
|
26
$1.34K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.79K+ 40.79% |
$387K - $401K
|
26.9K
$1.38M
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
61.9K+ 8.2% |
$3.08M - $3.19M
|
817K
$42M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-342K- 11.94% |
$17M - $17.6M
|
2.52M
$129M
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.21K- 22.07% |
$110K - $113K
|
7.79K
$400K
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-8.63K- 2.38% |
$429K - $444K
|
354K
$18.2M
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.26K+ 3.42% |
$62.7K - $64.8K
|
38.1K
$1.96M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
142+ 3.22% |
$7.06K - $7.3K
|
4.56K
$234K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-100- 1.25% |
$4.97K - $5.14K
|
7.9K
$406K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
45.5K+ 1.03% |
$2.26M - $2.34M
|
4.47M
$230M
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-82K- 8.76% |
$4.08M - $4.22M
|
854K
$43.9M
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-13K- 56.03% |
$645K - $667K
|
10.2K
$523K
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.36K+ 13.31% |
$117K - $121K
|
20.1K
$1.03M
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
453New |
$22.5K - $23.3K
|
453
$23.3K
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-179K- 46.96% |
$8.92M - $9.23M
|
203K
$10.4M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.74M+ 21.05% |
$86.3M - $89.3M
|
9.98M
$513M
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
156+ 1.55% |
$7.76K - $8.02K
|
10.2K
$524K
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.42K+ 17.45% |
$170K - $176K
|
23K
$1.18M
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
113New |
$5.62K - $5.81K
|
113
$5.81K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.67M- 41.61% |
$133M - $137M
|
3.74M
$192M
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
22KNew |
$1.1M - $1.13M
|
22K
$1.13M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.8K+ 32.4% |
$638K - $660K
|
52.4K
$2.69M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59.1K+ 347.65% |
$2.94M - $3.04M
|
76.1K
$3.91M
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
819K+ 37.33% |
$40.7M - $42.1M
|
3.01M
$155M
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
150K+ 102.52% |
$7.47M - $7.72M
|
297K
$15.2M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
243K+ 56.82% |
$12.1M - $12.5M
|
671K
$34.5M
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
355+ 2.39% |
$17.7K - $18.3K
|
15.2K
$780K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
962K+ 2.26% |
$47.8M - $49.5M
|
43.5M
$2.24B
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.6KNew |
$576K - $596K
|
11.6K
$596K
|
|
Aug 14, 2025
Q2 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
26+ 0.28% |
$1.29K - $1.34K
|
9.33K
$479K
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
170K+ 151.41% |
$8.44M - $8.73M
|
282K
$14.5M
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
336New |
$16.7K - $17.3K
|
336
$17.3K
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
19.4K+ 13.82% |
$967K - $1M
|
160K
$8.23M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-81.2K- 11.47% |
$4.04M - $4.18M
|
627K
$32.2M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.7K- 20.81% |
$1.13M - $1.17M
|
86.5K
$4.45M
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
16.9K+ 12.05% |
$840K - $868K
|
157K
$8.07M
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.5K+ 2.56% |
$670K - $693K
|
539K
$27.7M
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
5.03K+ 2.08% |
$250K - $259K
|
247K
$12.7M
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15.1K+ 318.67% |
$753K - $779K
|
19.9K
$1.02M
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
412+ 710.34% |
$20.5K - $21.2K
|
470
$24.2K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-370- 60.46% |
$18.4K - $19K
|
242
$12.4K
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.8KNew |
$985K - $1.02M
|
19.8K
$1.02M
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.44K- 15.87% |
$71.8K - $74.2K
|
7.65K
$393K
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.17KNew |
$207K - $214K
|
4.17K
$214K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.81K- 3.33% |
$339K - $351K
|
198K
$10.2M
|
|
Aug 14, 2025
Q2 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
5.18K+ 18.55% |
$257K - $266K
|
33.1K
$1.7M
|