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 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
20+ 43.48% |
$1K - $1.05K
|
66
$3.38K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
332+ 5.7% |
$16.6K - $17.4K
|
6.15K
$316K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.2K+ 12.35% |
$110K - $116K
|
20K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
84New |
$4.21K - $4.42K
|
84
$4.31K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
53New |
$2.66K - $2.79K
|
53
$2.72K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.64K+ 571.08% |
$82.2K - $86.1K
|
1.93K
$98.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
23+ 18.11% |
$1.15K - $1.21K
|
150
$7.69K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
4.15KNew |
$208K - $218K
|
4.15K
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
653New |
$32.7K - $34.3K
|
653
$33.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-73.8K- 82.57% |
$3.7M - $3.88M
|
15.6K
$799K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
86New |
$4.31K - $4.52K
|
86
$4.41K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.05K+ 55.55% |
$203K - $213K
|
11.3K
$581K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.68K+ 223.17% |
$84K - $88.1K
|
2.43K
$124K
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-9.8K- 42.22% |
$491K - $515K
|
13.4K
$688K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
455+ 1978.26% |
$22.8K - $23.9K
|
478
$24.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
48New |
$2.41K - $2.52K
|
48
$2.46K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-54- 16.31% |
$2.71K - $2.84K
|
277
$14.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
25New |
$1.25K - $1.31K
|
25
$1.28K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
162New |
$8.12K - $8.51K
|
162
$8.31K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-186- 1.23% |
$9.33K - $9.78K
|
14.9K
$763K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-3.78K- 18.8% |
$189K - $198K
|
16.3K
$836K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-974- 87.59% |
$48.8K - $51.2K
|
138
$7.08K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
71New |
$3.56K - $3.73K
|
71
$3.64K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.1KNew |
$205K - $215K
|
4.1K
$210K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-193- 0.42% |
$9.68K - $10.1K
|
45.9K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
1.45K+ 2.47% |
$72.6K - $76.1K
|
60K
$3.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-122- 2.9% |
$6.12K - $6.41K
|
4.08K
$209K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
53New |
$2.66K - $2.79K
|
53
$2.72K
|
|
| Q3 2024 | |||||||
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.45K- 25.56% |
$72.2K - $76.6K
|
4.22K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
101New |
$5.03K - $5.33K
|
101
$5.18K
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
61.8K+ 59.04% |
$3.08M - $3.26M
|
167K
$8.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-19K- 51.52% |
$946K - $1M
|
17.9K
$916K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 4.26% |
$399 - $422
|
196
$10.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
118New |
$5.88K - $6.23K
|
118
$6.05K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.37K- 6.91% |
$68.3K - $72.4K
|
18.5K
$948K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.6K- 74.19% |
$130K - $137K
|
906
$46.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
101KNew |
$5.04M - $5.34M
|
101K
$5.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
601+ 9.68% |
$29.9K - $31.7K
|
6.81K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
218+ 4.81% |
$10.9K - $11.5K
|
4.75K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
27.8KNew |
$1.38M - $1.47M
|
27.8K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
6.21KNew |
$309K - $328K
|
6.21K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5New |
$249 - $264
|
5
$256
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.42K+ 39.58% |
$121K - $128K
|
8.53K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-230- 1.6% |
$11.5K - $12.1K
|
14.2K
$727K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.5K+ 12.71% |
$74.7K - $79.2K
|
13.3K
$682K
|
|
|
Nov 12, 2024
Q3 2024
|
Santa Clara Valley Transportation Authority
San Jose, CA |
BUY
|
- |
442KNew |
$22M - $23.3M
|
442K
$22.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.3KNew |
$611K - $647K
|
12.3K
$628K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-11.4K- 74.49% |
$570K - $604K
|
3.92K
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$299 - $317
|
6
$308
|
|
|
Nov 08, 2024
Q3 2024
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-6.17K- 2.12% |
$307K - $326K
|
285K
$14.6M
|
|