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
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.39K+ 19.24% |
$318K - $337K
|
39.6K
$2.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
155K+ 16.64% |
$7.73M - $8.19M
|
1.09M
$55.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-6.17K- 2.12% |
$307K - $326K
|
285K
$14.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
191K+ 111.04% |
$9.5M - $10.1M
|
362K
$18.6M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.76K+ 0.81% |
$87.6K - $92.8K
|
218K
$11.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.1K+ 20.03% |
$54.6K - $57.8K
|
6.56K
$336K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-629- 2.42% |
$31.3K - $33.2K
|
25.4K
$1.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.36K+ 14.93% |
$67.6K - $71.6K
|
10.4K
$535K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
81+ 49.09% |
$4.04K - $4.28K
|
246
$12.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11K+ 3.34% |
$546K - $578K
|
338K
$17.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.03K- 8.01% |
$51.3K - $54.4K
|
11.8K
$606K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
5+ 0.12% |
$249 - $264
|
4.2K
$215K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.38K+ 22.86% |
$268K - $284K
|
28.9K
$1.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
229+ 2.12% |
$11.4K - $12.1K
|
11K
$565K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
270K+ 5.72% |
$13.5M - $14.3M
|
5M
$256M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
168+ 0.21% |
$8.37K - $8.87K
|
79.8K
$4.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
14.4K+ 29.18% |
$719K - $762K
|
63.9K
$3.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.79KNew |
$239K - $253K
|
4.79K
$245K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
579K+ 4.46% |
$28.8M - $30.6M
|
13.5M
$694M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
489+ 8150.0% |
$24.4K - $25.8K
|
495
$25.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
7.08KNew |
$353K - $374K
|
7.08K
$363K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-810- 26.51% |
$40.4K - $42.8K
|
2.25K
$115K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-51- 0.06% |
$2.54K - $2.69K
|
84.3K
$4.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.77K+ 4.17% |
$87.9K - $93.2K
|
44.1K
$2.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
247+ 9.42% |
$12.3K - $13K
|
2.87K
$147K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.62K- 16.42% |
$130K - $138K
|
13.3K
$683K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
27KNew |
$1.34M - $1.42M
|
27K
$1.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7Closed |
$349 - $370
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-37- 0.86% |
$1.84K - $1.95K
|
4.26K
$219K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.06K- 6.34% |
$52.9K - $56K
|
15.7K
$803K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
139K+ 2.38% |
$6.94M - $7.36M
|
5.99M
$307M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-118K- 50.1% |
$5.86M - $6.21M
|
117K
$6M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
4.73KNew |
$235K - $249K
|
4.73K
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-57- 0.53% |
$2.84K - $3.01K
|
10.7K
$550K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.63KNew |
$380K - $403K
|
7.63K
$391K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
28.3K+ 63.1% |
$1.41M - $1.49M
|
73.1K
$3.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.16K- 54.4% |
$307K - $325K
|
5.16K
$265K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14K- 15.44% |
$700K - $742K
|
76.9K
$3.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.13K- 2.0% |
$106K - $112K
|
104K
$5.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-13- 54.17% |
$648 - $686
|
11
$564
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
45New |
$2.24K - $2.38K
|
45
$2.31K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.53K- 5.93% |
$76K - $80.6K
|
24.2K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
424+ 2.54% |
$21.1K - $22.4K
|
17.1K
$877K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-313- 1.37% |
$15.6K - $16.5K
|
22.5K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
331+ 3009.09% |
$16.5K - $17.5K
|
342
$17.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
232+ 0.59% |
$11.6K - $12.2K
|
39.5K
$2.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
494+ 6.52% |
$24.6K - $26.1K
|
8.07K
$414K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
113K+ 5.27% |
$5.61M - $5.94M
|
2.25M
$115M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
17.4KNew |
$865K - $917K
|
17.4K
$890K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
53.1K+ 5.86% |
$2.64M - $2.8M
|
959K
$49.2M
|