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 |
---|---|---|---|---|---|---|---|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-17Closed |
$924 - $1.01K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4.95KNew |
$269K - $294K
|
4.95K
$251K
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-6Closed |
$326 - $356
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-5Closed |
$272 - $297
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-29Closed |
$1.58K - $1.72K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
1.41KNew |
$76.4K - $83.4K
|
1.41K
$71.3K
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-7.9KClosed |
$430K - $469K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-3.77KClosed |
$205K - $224K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-10.5KClosed |
$571K - $623K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-30Closed |
$1.63K - $1.78K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4.59KClosed |
$250K - $272K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-600- 97.4% |
$32.6K - $35.6K
|
16
$812
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-139Closed |
$7.56K - $8.25K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
1.06KNew |
$57.5K - $62.7K
|
1.06K
$53.6K
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.06KNew |
$57.5K - $62.7K
|
1.06K
$53.6K
|
|
Q4 2021 | |||||||
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
36New |
$2.14K - $2.19K
|
36
$1.83K
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
81New |
$4.8K - $4.92K
|
81
$4.11K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
92New |
$5.46K - $5.59K
|
92
$4.67K
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-23Closed |
$1.36K - $1.4K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.42KClosed |
$84K - $86K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
22New |
$1.31K - $1.34K
|
22
$1.12K
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
7.6KNew |
$451K - $462K
|
7.6K
$386K
|
|
Feb 14, 2022
Q4 2021
|
Sanchez Wealth Management Group
|
SELL
|
- |
-9.41KClosed |
$558K - $571K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-16.4KClosed |
$974K - $997K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-186Closed |
$11K - $11.3K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-7.55KClosed |
$448K - $459K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.58KNew |
$272K - $278K
|
4.58K
$232K
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.64KClosed |
$216K - $221K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-65Closed |
$3.86K - $3.95K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-267Closed |
$15.8K - $16.2K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-149Closed |
$8.84K - $9.05K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.28KNew |
$75.6K - $77.4K
|
1.28K
$64.7K
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-364Closed |
$21.6K - $22.1K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-3.34KClosed |
$198K - $203K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-317Closed |
$19.1K - $19.4K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.55KClosed |
$213K - $218K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-800Closed |
$48.1K - $49.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-49- 42.61% |
$2.94K - $3.01K
|
66
$3.35K
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-5.27KClosed |
$317K - $323K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-11.2KClosed |
$675K - $689K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-27.1KClosed |
$1.63M - $1.66M
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.73KClosed |
$285K - $290K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
995New |
$59.8K - $61K
|
995
$50.5K
|
|
Oct 08, 2021
Q3 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-117Closed |
$7.03K - $7.18K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Federal Reserve Bank Of New York
|
SELL
|
- |
-2.01MClosed |
$121M - $123M
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-209Closed |
$12.6K - $12.8K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3.73KClosed |
$220K - $226K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-849Closed |
$50.1K - $51.4K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-932Closed |
$55K - $56.5K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4KClosed |
$236K - $242K
|
0
$0
|