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 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-855- 2.75% |
$42.5K - $44K
|
30.2K
$1.55M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
52New |
$2.58K - $2.67K
|
52
$2.67K
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.47KNew |
$322K - $333K
|
6.47K
$332K
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-5.87K- 2.66% |
$292K - $302K
|
214K
$11M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
52.1K+ 6.97% |
$2.59M - $2.68M
|
799K
$41M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.35K+ 4.39% |
$167K - $172K
|
79.7K
$4.09M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-45K- 5.7% |
$2.23M - $2.31M
|
744K
$38.2M
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-556- 1.45% |
$27.6K - $28.6K
|
37.9K
$1.94M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
157+ 8.83% |
$7.8K - $8.07K
|
1.94K
$99.2K
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
38+ 0.09% |
$1.89K - $1.95K
|
44.2K
$2.27M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-747- 6.85% |
$37.1K - $38.4K
|
10.2K
$521K
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
875K+ 389.46% |
$43.4M - $45M
|
1.1M
$56.4M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-636K- 8.16% |
$31.6M - $32.7M
|
7.15M
$367M
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-457- 7.9% |
$22.7K - $23.5K
|
5.33K
$273K
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
11.6K+ 32.14% |
$578K - $599K
|
47.9K
$2.45M
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-100- 5.74% |
$4.97K - $5.14K
|
1.64K
$84.2K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
24K+ 27.28% |
$1.19M - $1.24M
|
112K
$5.75M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.91K- 31.06% |
$194K - $201K
|
8.68K
$445K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-19.3K- 59.82% |
$957K - $991K
|
12.9K
$664K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.61K+ 16.75% |
$229K - $237K
|
32.2K
$1.65M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
29.2K+ 7.17% |
$1.45M - $1.5M
|
437K
$22.4M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.23K+ 112.16% |
$409K - $423K
|
15.6K
$798K
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.91K+ 5.8% |
$244K - $253K
|
89.6K
$4.59M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
490+ 5.4% |
$24.3K - $25.2K
|
9.56K
$490K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
309New |
$15.3K - $15.9K
|
309
$15.8K
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-960- 20.23% |
$47.7K - $49.4K
|
3.79K
$194K
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-156- 2.83% |
$7.75K - $8.02K
|
5.35K
$274K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.62KNew |
$80.5K - $83.3K
|
1.62K
$83.1K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
859+ 7.32% |
$42.7K - $44.2K
|
12.6K
$645K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
244+ 1.83% |
$12.1K - $12.5K
|
13.6K
$696K
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
79+ 0.77% |
$3.92K - $4.06K
|
10.3K
$530K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
24+ 0.56% |
$1.19K - $1.23K
|
4.29K
$220K
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
352K+ 125.27% |
$17.5M - $18.1M
|
632K
$32.4M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-3.79K- 4.32% |
$188K - $195K
|
84K
$4.31M
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
12.2KNew |
$605K - $627K
|
12.2K
$625K
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
33.8K+ 10.36% |
$1.68M - $1.74M
|
360K
$18.5M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
47.6K+ 39.78% |
$2.36M - $2.45M
|
167K
$8.58M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-976- 6.98% |
$48.5K - $50.2K
|
13K
$667K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
118+ 2.07% |
$5.86K - $6.07K
|
5.81K
$298K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.56K- 4.75% |
$77.2K - $80K
|
31.2K
$1.6M
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
104New |
$5.17K - $5.35K
|
104
$5.33K
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11.9K+ 44.27% |
$590K - $611K
|
38.7K
$1.98M
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-300- 1.43% |
$14.9K - $15.4K
|
20.7K
$1.06M
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
151+ 0.48% |
$7.5K - $7.77K
|
31.6K
$1.62M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
647+ 1.55% |
$32.1K - $33.3K
|
42.4K
$2.17M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-689- 9.31% |
$34.2K - $35.4K
|
6.71K
$344K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-16.1K- 12.98% |
$797K - $826K
|
108K
$5.52M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
85.7K+ 1.62% |
$4.26M - $4.41M
|
5.36M
$275M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
757New |
$37.6K - $38.9K
|
757
$38.8K
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
333+ 3.1% |
$16.5K - $17.1K
|
11.1K
$568K
|