Latest Institutional Purchases of Ishares Tr Broad Usd Inbd Etfv (USIG)
This list provides information on the latest institutional transactions involving Ishares Tr Broad Usd Inbd Etfv (USIG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.06M+ 7.8% |
$52.9M - $55.5M
|
14.6M
$738M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
620K+ 13.3% |
$31.1M - $32.6M
|
5.28M
$267M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
122K+ 5.01% |
$6.12M - $6.42M
|
2.56M
$129M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
77.7K+ 11.72% |
$3.9M - $4.08M
|
741K
$37.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
69.7K+ 5.61% |
$3.5M - $3.66M
|
1.31M
$66.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
67.6K+ 6.96% |
$3.39M - $3.55M
|
1.04M
$52.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
66.2K+ 15.05% |
$3.32M - $3.48M
|
506K
$25.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
61.3KNew |
$3.07M - $3.22M
|
61.3K
$3.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
51.2K+ 4.01% |
$2.57M - $2.69M
|
1.33M
$67.2M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
44.4K+ 19.12% |
$2.22M - $2.33M
|
276K
$14M
|
|
|
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
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
39.4K+ 45.65% |
$1.98M - $2.07M
|
126K
$6.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
36.7KNew |
$1.84M - $1.93M
|
36.7K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
35.3K+ 48.24% |
$1.77M - $1.85M
|
108K
$5.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
32.6K+ 3.4% |
$1.63M - $1.71M
|
992K
$50.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
28.9K+ 224.21% |
$1.45M - $1.52M
|
41.7K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
25.1KNew |
$1.26M - $1.32M
|
25.1K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
22.8KNew |
$1.14M - $1.2M
|
22.8K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
22.5K+ 26.14% |
$1.13M - $1.18M
|
109K
$5.5M
|
|
|
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 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
21.6K+ 491.05% |
$1.08M - $1.13M
|
26K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
21K+ 26.7% |
$1.05M - $1.1M
|
99.6K
$5.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19.8K+ 9.82% |
$992K - $1.04M
|
221K
$11.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19.4K+ 144.85% |
$972K - $1.02M
|
32.8K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
18.8K+ 8.78% |
$943K - $989K
|
233K
$11.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
15.9K+ 9.17% |
$799K - $837K
|
190K
$9.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
15.7KNew |
$789K - $827K
|
15.7K
$796K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
15.1KNew |
$758K - $794K
|
15.1K
$764K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11K+ 5.93% |
$554K - $581K
|
197K
$9.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.61K+ 15.15% |
$482K - $505K
|
73K
$3.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8.41K+ 45.65% |
$422K - $442K
|
26.8K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.68K+ 8.81% |
$385K - $404K
|
94.8K
$4.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.44K+ 3.57% |
$373K - $391K
|
216K
$10.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.4KNew |
$371K - $389K
|
7.4K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.5K+ 24.95% |
$276K - $289K
|
27.6K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.98K+ 29.11% |
$250K - $262K
|
22.1K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.89K+ 46.83% |
$245K - $257K
|
15.3K
$775K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.75KNew |
$238K - $249K
|
4.75K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
4.72K+ 3.72% |
$237K - $248K
|
132K
$6.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.6KNew |
$231K - $242K
|
4.6K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.52K+ 5.41% |
$227K - $238K
|
88.1K
$4.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
4.15KNew |
$208K - $218K
|
4.15K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.12K+ 85.87% |
$206K - $216K
|
8.91K
$451K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
4.11KNew |
$206K - $216K
|
4.11K
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.1KNew |
$205K - $215K
|
4.1K
$207K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.05K+ 55.55% |
$203K - $213K
|
11.3K
$573K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.95K+ 34.85% |
$198K - $208K
|
15.3K
$773K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3.89K+ 4.66% |
$195K - $204K
|
87.4K
$4.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.57K+ 45.43% |
$179K - $188K
|
11.4K
$578K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.28KNew |
$164K - $172K
|
3.28K
$166K
|