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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-540- 31.4% |
$25.2K - $27.4K
|
1.18K
$59.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
260+ 100.0% |
$12.2K - $13.2K
|
520
$26.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
370New |
$17.3K - $18.8K
|
370
$18.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
12New |
$561 - $608
|
12
$609
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
42KNew |
$1.96M - $2.13M
|
42K
$2.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3New |
$140 - $152
|
3
$152
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.4K- 96.16% |
$533K - $578K
|
455
$23.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
233+ 3.54% |
$10.9K - $11.8K
|
6.81K
$345K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
393New |
$18.4K - $19.9K
|
393
$19.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-7.01K- 1.96% |
$328K - $355K
|
350K
$17.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-685- 12.59% |
$32K - $34.7K
|
4.76K
$241K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-2.35K- 96.35% |
$110K - $119K
|
89
$4.51K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-123- 30.52% |
$5.75K - $6.23K
|
280
$14.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
600New |
$28K - $30.4K
|
600
$30.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 2.96% |
$234 - $253
|
174
$8.83K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
128+ 2.37% |
$5.98K - $6.49K
|
5.53K
$280K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
209New |
$9.77K - $10.6K
|
209
$10.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
97New |
$4.53K - $4.92K
|
97
$4.92K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
389New |
$18.2K - $19.7K
|
389
$19.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
535New |
$25K - $27.1K
|
535
$27.1K
|
|
| Q3 2022 | |||||||
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-24.5K- 99.19% |
$1.17M - $1.29M
|
200
$10.1K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.19KClosed |
$391K - $430K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.2K- 0.56% |
$57.2K - $62.9K
|
213K
$10.8M
|
|
|
Dec 01, 2022
Q3 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.55K- 2.11% |
$73.9K - $81.3K
|
71.8K
$3.64M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$4.78K - $5.26K
|
100
$5.07K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4New |
$191 - $210
|
4
$203
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.24KNew |
$250K - $275K
|
5.24K
$266K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-5.83K- 17.75% |
$278K - $306K
|
27K
$1.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
356+ 3.5% |
$17K - $18.7K
|
10.5K
$535K
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.4K- 23.77% |
$66.9K - $73.6K
|
4.49K
$228K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
336+ 6.8% |
$16K - $17.7K
|
5.28K
$268K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.88KNew |
$89.9K - $98.9K
|
1.88K
$95.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
12New |
$573 - $631
|
12
$609
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
388New |
$18.5K - $20.4K
|
388
$19.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
7.51KNew |
$359K - $395K
|
7.51K
$381K
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
365+ 715.69% |
$17.4K - $19.2K
|
416
$21.1K
|
|
|
Oct 24, 2022
Q3 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.51K+ 4.8% |
$168K - $185K
|
76.6K
$3.89M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
52+ 46.85% |
$2.48K - $2.73K
|
163
$8.27K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.65KNew |
$270K - $297K
|
5.65K
$287K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-66- 3.07% |
$3.15K - $3.47K
|
2.09K
$106K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-30- 88.24% |
$1.43K - $1.58K
|
4
$203
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.94KNew |
$236K - $259K
|
4.94K
$251K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-125- 1.71% |
$5.97K - $6.57K
|
7.2K
$365K
|
|
| Q2 2022 | |||||||
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-4.02KClosed |
$201K - $222K
|
0
$0
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3New |
$150 - $165
|
3
$152
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.57K- 38.4% |
$178K - $197K
|
5.72K
$290K
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-214K- 98.17% |
$10.7M - $11.8M
|
4K
$203K
|
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
17+ 0.31% |
$849 - $938
|
5.53K
$281K
|
|