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 |
---|---|---|---|---|---|---|---|
Jul 27, 2021
Q2 2021
|
Gleason Group, Inc.
|
SELL
|
- |
-169Closed |
$9.97K - $10.2K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-91Closed |
$5.37K - $5.51K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-5.07KClosed |
$299K - $307K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
First Financial Corp
|
SELL
|
- |
-40Closed |
$2.36K - $2.42K
|
0
$0
|
|
Q1 2021 | |||||||
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-409Closed |
$23.9K - $25.3K
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-76.9KClosed |
$4.5M - $4.75M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.83KClosed |
$107K - $113K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
249K+ 191.77% |
$14.6M - $15.4M
|
379K
$19.5M
|
|
May 14, 2021
Q1 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-45Closed |
$2.63K - $2.78K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-4Closed |
$234 - $247
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-34Closed |
$1.99K - $2.1K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.98KClosed |
$408K - $431K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.73K- 72.07% |
$569K - $601K
|
3.77K
$193K
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-66.9KClosed |
$3.91M - $4.13M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Barings LLC
|
SELL
|
- |
-61.3KClosed |
$3.58M - $3.79M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.72K- 71.87% |
$101K - $106K
|
674
$34.6K
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-198Closed |
$11.6K - $12.2K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-226Closed |
$13.2K - $14K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-5.09KClosed |
$298K - $315K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-9.08KClosed |
$531K - $561K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
360New |
$21.1K - $22.2K
|
360
$18.5K
|
|
Apr 22, 2021
Q1 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
3New |
$175 - $185
|
3
$154
|
|
Apr 22, 2021
Q1 2021
|
Capital Planning LLC
|
SELL
|
- |
-11.6KClosed |
$676K - $714K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4.53KClosed |
$265K - $280K
|
0
$0
|
|
Q4 2020 | |||||||
Oct 13, 2022
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.86KNew |
$233K - $239K
|
3.86K
$198K
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-42Closed |
$2.54K - $2.61K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-711Closed |
$42.9K - $44.1K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-62Closed |
$3.74K - $3.85K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-39Closed |
$2.36K - $2.42K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Empowered Funds, LLC
|
SELL
|
- |
-175KClosed |
$10.6M - $10.9M
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-2.6KClosed |
$157K - $161K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-57KClosed |
$3.44M - $3.54M
|
0
$0
|
|
Q3 2020 | |||||||
Dec 01, 2020
Q3 2020
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.4KClosed |
$206K - $212K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-8Closed |
$484 - $498
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-16Closed |
$967 - $995
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-791Closed |
$47.8K - $49.2K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-7.53KClosed |
$455K - $468K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-108Closed |
$6.53K - $6.72K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
4.85KNew |
$293K - $302K
|
4.85K
$249K
|
|
Oct 14, 2020
Q3 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-101Closed |
$6.1K - $6.28K
|
0
$0
|
|
Q2 2020 | |||||||
May 24, 2024
Q2 2020
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
719KNew |
$39.6M - $43.4M
|
719K
$36.9M
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3- 0.88% |
$165 - $181
|
339
$17.4K
|
|
Aug 14, 2020
Q2 2020
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-4.58KClosed |
$252K - $277K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-581Closed |
$32K - $35.1K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-84.9KClosed |
$4.68M - $5.13M
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-11KClosed |
$606K - $665K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-8.99KClosed |
$495K - $543K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-310Closed |
$17.1K - $18.7K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.44KClosed |
$79.1K - $86.8K
|
0
$0
|
|
Q1 2020 | |||||||
May 20, 2020
Q1 2020
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-10.3KClosed |
$509K - $627K
|
0
$0
|