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 |
---|---|---|---|---|---|---|---|
Apr 29, 2020
Q1 2020
|
Conning Inc.
|
SELL
|
- |
-147KClosed |
$7.26M - $8.96M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-118Closed |
$5.82K - $7.17K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-212Closed |
$10.5K - $12.9K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-31Closed |
$1.53K - $1.88K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.41KClosed |
$139K - $141K
|
0
$0
|
|
Jan 09, 2020
Q4 2019
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-4.08KClosed |
$235K - $239K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
Private Portfolio Partners LLC
|
SELL
|
- |
-11.6KClosed |
$656K - $682K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-486Closed |
$27.5K - $28.6K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-78Closed |
$4.41K - $4.59K
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
Friedenthal Financial
|
SELL
|
- |
-4.7KClosed |
$266K - $276K
|
0
$0
|
|
Oct 22, 2019
Q3 2019
|
Hudson Capital Management LLC
|
SELL
|
- |
-7.2KClosed |
$407K - $424K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-856Closed |
$47K - $48.9K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4.02KClosed |
$220K - $229K
|
0
$0
|
|
Jul 17, 2019
Q2 2019
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.88KClosed |
$213K - $221K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-117Closed |
$6.2K - $6.47K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-30Closed |
$1.59K - $1.66K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Crewe Advisors LLC
|
SELL
|
- |
-918Closed |
$48.7K - $50.8K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-299Closed |
$15.8K - $16.5K
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Apr 17, 2019
Q1 2019
|
Founders Capital Management
|
SELL
|
- |
-16Closed |
$848 - $885
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-62Closed |
$3.29K - $3.43K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-484Closed |
$25.3K - $25.9K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Washington Trust Bank
|
SELL
|
- |
-612Closed |
$32.1K - $32.7K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-3.4KClosed |
$178K - $182K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Courier Capital LLC
|
SELL
|
- |
-7.79KClosed |
$408K - $416K
|
0
$0
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-200Closed |
$10.5K - $10.7K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$53.4 - $54.1
|
2
$102
|
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-1.15KClosed |
$61.4K - $62.2K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
63.2KNew |
$3.37M - $3.42M
|
63.2K
$3.22M
|
|
Nov 13, 2018
Q3 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-234Closed |
$12.5K - $12.7K
|
0
$0
|
|
Nov 02, 2018
Q3 2018
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
125+ 100.0% |
$6.67K - $6.76K
|
250
$12.7K
|
|
Oct 30, 2018
Q3 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-110Closed |
$5.87K - $5.95K
|
0
$0
|
|
Oct 25, 2018
Q3 2018
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-37Closed |
$1.98K - $2K
|
0
$0
|
|
Oct 17, 2018
Q3 2018
|
Canal Capital Management, LLC
|
SELL
|
- |
-8.26KClosed |
$441K - $447K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 15, 2018
Q2 2018
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-53.6KClosed |
$2.85M - $2.92M
|
0
$0
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.24KClosed |
$279K - $285K
|
0
$0
|
|
Jul 16, 2018
Q2 2018
|
Fc Advisory LLC
|
SELL
|
- |
-2.03KClosed |
$108K - $111K
|
0
$0
|
|
Q1 2018 | |||||||
Sep 13, 2021
Q1 2018
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-92Closed |
$4.97K - $5.14K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-24.4KClosed |
$1.32M - $1.37M
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.93KClosed |
$212K - $220K
|
0
$0
|
|
May 10, 2018
Q1 2018
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-193Closed |
$10.4K - $10.8K
|
0
$0
|
|
May 09, 2018
Q1 2018
|
Mv Capital Management, Inc.
|
SELL
|
- |
-239Closed |
$12.9K - $13.4K
|
0
$0
|
|
Apr 25, 2018
Q1 2018
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.21KClosed |
$173K - $179K
|
0
$0
|
|
Apr 25, 2018
Q1 2018
|
Empirical Finance, LLC
|
SELL
|
- |
-8.71KClosed |
$470K - $487K
|
0
$0
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-300Closed |
$16.2K - $16.8K
|
0
$0
|
|
Apr 12, 2018
Q1 2018
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-50Closed |
$2.7K - $2.8K
|
0
$0
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-410Closed |
$22.8K - $23.1K
|
0
$0
|
|
Feb 07, 2018
Q4 2017
|
Whittier Trust CO
|
SELL
|
- |
-708Closed |
$39.4K - $39.8K
|
0
$0
|
|
Feb 06, 2018
Q4 2017
|
Nat West Group PLC
|
SELL
|
- |
-2.67KClosed |
$148K - $150K
|
0
$0
|
|
Q3 2017 | |||||||
Nov 15, 2017
Q3 2017
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
4.3KNew |
$241K - $242K
|
4.3K
$219K
|