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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2New |
$99.6 - $106
|
2
$103
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.03K- 8.01% |
$51.3K - $54.4K
|
11.8K
$607K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
5+ 0.12% |
$249 - $264
|
4.2K
$215K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
4.73KNew |
$235K - $249K
|
4.73K
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
45New |
$2.24K - $2.38K
|
45
$2.31K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.63KNew |
$380K - $403K
|
7.63K
$391K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-313- 1.37% |
$15.6K - $16.5K
|
22.5K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-110- 91.67% |
$5.48K - $5.81K
|
10
$513
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
8.36K+ 32.52% |
$416K - $441K
|
34K
$1.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-2.3K- 34.95% |
$115K - $121K
|
4.28K
$220K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-38- 50.0% |
$1.89K - $2.01K
|
38
$1.95K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
7+ 0.15% |
$349 - $370
|
4.59K
$235K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 1.06% |
$149 - $158
|
285
$14.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.73K- 1.65% |
$435K - $461K
|
520K
$26.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.97K+ 11.28% |
$248K - $262K
|
49.1K
$2.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
396New |
$19.7K - $20.9K
|
396
$20.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
112New |
$5.58K - $5.91K
|
112
$5.74K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
159New |
$7.92K - $8.4K
|
159
$8.15K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-119- 28.4% |
$5.93K - $6.28K
|
300
$15.4K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.83KNew |
$191K - $202K
|
3.83K
$196K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
261New |
$13K - $13.8K
|
261
$13.4K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.08K+ 69.96% |
$102K - $105K
|
5.04K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
3.61KNew |
$178K - $183K
|
3.61K
$185K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-35- 38.89% |
$1.72K - $1.77K
|
55
$2.82K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
18New |
$886 - $913
|
18
$923
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
7.8KNew |
$384K - $395K
|
7.8K
$400K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
258+ 5.7% |
$12.7K - $13.1K
|
4.79K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
308+ 3.61% |
$15.2K - $15.6K
|
8.84K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
600+ 14.14% |
$29.5K - $30.4K
|
4.84K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-423- 7.7% |
$20.8K - $21.4K
|
5.07K
$260K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
16.8K+ 154.46% |
$825K - $850K
|
27.6K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
131+ 8.7% |
$6.45K - $6.64K
|
1.64K
$83.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.14KNew |
$204K - $210K
|
4.14K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-609- 4.17% |
$30K - $30.9K
|
14K
$718K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
90New |
$4.43K - $4.56K
|
90
$4.62K
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
36.8KNew |
$1.81M - $1.87M
|
36.8K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.38M+ 24.01% |
$67.8M - $69.8M
|
7.12M
$365M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
58New |
$2.85K - $2.94K
|
58
$2.97K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-58Closed |
$2.85K - $2.94K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.6KNew |
$78.7K - $81.1K
|
1.6K
$82K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
102New |
$5.02K - $5.17K
|
102
$5.23K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.08KNew |
$250K - $257K
|
5.08K
$260K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
75New |
$3.69K - $3.8K
|
75
$3.85K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-351- 58.4% |
$17.3K - $17.8K
|
250
$12.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
592New |
$29.1K - $30K
|
592
$30.4K
|
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
699KNew |
$34.4M - $35.4M
|
699K
$35.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.99KNew |
$196K - $202K
|
3.99K
$205K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4New |
$197 - $203
|
4
$205
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-42.9K- 73.93% |
$2.11M - $2.18M
|
15.1K
$776K
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-21K- 80.88% |
$1.03M - $1.06M
|
4.95K
$254K
|
|