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 |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-39.4K- 4.58% |
$1.98M - $2.07M
|
821K
$41.6M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-96.2K- 26.79% |
$4.83M - $5.06M
|
263K
$13.3M
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8.41K+ 45.65% |
$422K - $442K
|
26.8K
$1.36M
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.16K- 9.73% |
$58K - $60.8K
|
10.7K
$545K
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
15.9K+ 9.17% |
$799K - $837K
|
190K
$9.63M
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
32.6K+ 3.4% |
$1.63M - $1.71M
|
992K
$50.3M
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-22.2K- 9.0% |
$1.11M - $1.17M
|
225K
$11.4M
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.68K+ 223.17% |
$84K - $88.1K
|
2.43K
$123K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
400+ 29.03% |
$20.1K - $21K
|
1.78K
$90.2K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
22.1KNew |
$1.11M - $1.16M
|
22.1K
$1.12M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.11KNew |
$156K - $164K
|
3.11K
$158K
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
21K+ 26.7% |
$1.05M - $1.1M
|
99.6K
$5.05M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
51.2K+ 4.01% |
$2.57M - $2.69M
|
1.33M
$67.4M
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-58.2K- 12.03% |
$2.92M - $3.06M
|
425K
$21.6M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
48New |
$2.41K - $2.52K
|
48
$2.44K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
455+ 1978.26% |
$22.8K - $23.9K
|
478
$24.2K
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
588+ 14.76% |
$29.5K - $30.9K
|
4.57K
$232K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19.4K+ 144.85% |
$972K - $1.02M
|
32.8K
$1.66M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
584+ 170.76% |
$29.3K - $30.7K
|
926
$47K
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-9.8K- 42.22% |
$491K - $515K
|
13.4K
$680K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.6K- 16.04% |
$181K - $189K
|
18.9K
$957K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
39.4K+ 45.65% |
$1.98M - $2.07M
|
126K
$6.38M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
571+ 7.18% |
$28.6K - $30K
|
8.52K
$432K
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11K+ 5.93% |
$554K - $581K
|
197K
$10M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-54- 16.31% |
$2.71K - $2.84K
|
277
$14.1K
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
42.8K+ 17.98% |
$2.14M - $2.25M
|
281K
$14.2M
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
22.5K+ 26.14% |
$1.13M - $1.18M
|
109K
$5.51M
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
25New |
$1.25K - $1.31K
|
25
$1.27K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-507- 10.69% |
$25.4K - $26.6K
|
4.24K
$215K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
263+ 6.59% |
$13.2K - $13.8K
|
4.26K
$216K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.12K+ 85.87% |
$206K - $216K
|
8.91K
$452K
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
162New |
$8.12K - $8.51K
|
162
$8.22K
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
21.6K+ 491.05% |
$1.08M - $1.13M
|
26K
$1.32M
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
77.7K+ 11.72% |
$3.9M - $4.08M
|
741K
$37.6M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.6KNew |
$231K - $242K
|
4.6K
$233K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-876- 1.83% |
$43.9K - $46K
|
47.1K
$2.39M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19.8K+ 9.82% |
$992K - $1.04M
|
221K
$11.2M
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
71New |
$3.56K - $3.73K
|
71
$3.6K
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3.89K+ 4.66% |
$195K - $204K
|
87.4K
$4.43M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-974- 87.59% |
$48.8K - $51.2K
|
138
$7K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-3.78K- 18.8% |
$189K - $198K
|
16.3K
$827K
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-186- 1.23% |
$9.33K - $9.78K
|
14.9K
$755K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
35.3K+ 48.24% |
$1.77M - $1.85M
|
108K
$5.5M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-174- 3.12% |
$8.72K - $9.15K
|
5.41K
$275K
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.1KNew |
$205K - $215K
|
4.1K
$208K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.57K+ 45.43% |
$179K - $188K
|
11.4K
$580K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.52K+ 5.41% |
$227K - $238K
|
88.1K
$4.47M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.44K+ 3.57% |
$373K - $391K
|
216K
$10.9M
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
61.3KNew |
$3.07M - $3.22M
|
61.3K
$3.11M
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-193- 0.42% |
$9.68K - $10.1K
|
45.9K
$2.33M
|