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 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
3.71K+ 0.87% |
$184K - $191K
|
429K
$22M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32.3K- 43.45% |
$1.6M - $1.66M
|
42K
$2.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-300- 9.68% |
$14.9K - $15.4K
|
2.8K
$144K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
134K+ 5.25% |
$6.67M - $6.9M
|
2.69M
$138M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-170- 55.92% |
$8.44K - $8.74K
|
134
$6.87K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.13K- 19.55% |
$56.3K - $58.3K
|
4.66K
$239K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.2K- 15.96% |
$555K - $574K
|
58.8K
$3.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-3.05K- 1.41% |
$151K - $157K
|
213K
$10.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
65+ 6.35% |
$3.23K - $3.34K
|
1.09K
$55.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
186New |
$9.24K - $9.57K
|
186
$9.54K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
19.6K+ 59.95% |
$972K - $1.01M
|
52.2K
$2.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
12.5K+ 7.67% |
$620K - $642K
|
175K
$8.98M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-15- 0.07% |
$745 - $771
|
21.1K
$1.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.06K- 66.11% |
$102K - $106K
|
1.06K
$54.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-596- 4.3% |
$29.6K - $30.7K
|
13.3K
$680K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-91- 1.41% |
$4.52K - $4.68K
|
6.35K
$326K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 10.71% |
$149 - $154
|
25
$1.28K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-6.66K- 5.06% |
$331K - $343K
|
125K
$6.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.27K+ 29.82% |
$63K - $65.3K
|
5.52K
$283K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
548+ 0.55% |
$27.2K - $28.2K
|
100K
$5.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
7.75KNew |
$385K - $398K
|
7.75K
$397K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.8K+ 27.16% |
$635K - $658K
|
59.9K
$3.07M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
5+ 0.05% |
$248 - $257
|
10.7K
$551K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.93KNew |
$344K - $356K
|
6.93K
$355K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.34K+ 1.27% |
$166K - $172K
|
266K
$13.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-245K- 63.69% |
$12.2M - $12.6M
|
140K
$7.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
661New |
$32.8K - $34K
|
661
$33.9K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-22- 0.38% |
$1.09K - $1.13K
|
5.76K
$295K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
112K+ 56.57% |
$5.55M - $5.74M
|
309K
$15.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.76K+ 2.05% |
$87.4K - $90.5K
|
87.5K
$4.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10.4K+ 16.89% |
$514K - $533K
|
71.7K
$3.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
319New |
$15.8K - $16.4K
|
319
$16.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
100K+ 1706.31% |
$4.98M - $5.16M
|
106K
$5.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
171+ 1.94% |
$8.49K - $8.79K
|
8.98K
$460K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-239- 53.83% |
$11.9K - $12.3K
|
205
$10.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
641+ 4.8% |
$31.8K - $33K
|
14K
$717K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
10.8K+ 100.0% |
$536K - $555K
|
21.6K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-257- 5.59% |
$12.8K - $13.2K
|
4.34K
$223K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
40.7K+ 4.11% |
$2.02M - $2.09M
|
1.03M
$52.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.44K- 6.38% |
$71.7K - $74.2K
|
21.2K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.08KNew |
$203K - $210K
|
4.08K
$209K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
184+ 128.67% |
$9.14K - $9.46K
|
327
$16.8K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
62.9K+ 22.76% |
$3.12M - $3.24M
|
339K
$17.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-161K- 12.24% |
$7.98M - $8.26M
|
1.15M
$59.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 12.5% |
$99.3 - $103
|
18
$923
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
779New |
$38.7K - $40.1K
|
779
$39.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
19.6K+ 22.44% |
$974K - $1.01M
|
107K
$5.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.19KNew |
$208K - $216K
|
4.19K
$215K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.53% |
$49.7 - $51.4
|
189
$9.69K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.56K+ 7.1% |
$78.1K - $81.9K
|
23.5K
$1.21M
|
|