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 |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
19.6K+ 59.95% |
$972K - $1.01M
|
52.2K
$2.62M
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
15.2K+ 38.55% |
$755K - $782K
|
54.6K
$2.74M
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
14.3K+ 11.38% |
$711K - $736K
|
140K
$7.03M
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
14.3K+ 1.01% |
$708K - $733K
|
1.42M
$71.3M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13.4KNew |
$667K - $691K
|
13.4K
$674K
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
12.8KNew |
$638K - $661K
|
12.8K
$645K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.8K+ 27.16% |
$635K - $658K
|
59.9K
$3.01M
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
12.5K+ 7.67% |
$620K - $642K
|
175K
$8.8M
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
12.2KNew |
$605K - $627K
|
12.2K
$612K
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
11.9K+ 757.16% |
$593K - $614K
|
13.5K
$679K
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
11.9K+ 20.7% |
$593K - $614K
|
69.6K
$3.5M
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11.9K+ 44.27% |
$590K - $611K
|
38.7K
$1.94M
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
11.6K+ 32.14% |
$578K - $599K
|
47.9K
$2.4M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.3K+ 5.82% |
$560K - $579K
|
205K
$10.3M
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
10.8K+ 100.0% |
$536K - $555K
|
21.6K
$1.08M
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10.4K+ 16.89% |
$514K - $533K
|
71.7K
$3.6M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
9.94K+ 7.21% |
$494K - $511K
|
148K
$7.42M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
9.92K+ 245.01% |
$493K - $510K
|
14K
$701K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
9.7KNew |
$482K - $499K
|
9.7K
$487K
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.33KNew |
$463K - $480K
|
9.33K
$468K
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
9.04K+ 0.26% |
$449K - $465K
|
3.45M
$173M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.59K+ 3.68% |
$427K - $442K
|
242K
$12.2M
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
8.52K+ 200.0% |
$423K - $438K
|
12.8K
$642K
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.41KNew |
$418K - $432K
|
8.41K
$422K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.23K+ 112.16% |
$409K - $423K
|
15.6K
$781K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.01K+ 25.37% |
$398K - $412K
|
39.6K
$1.99M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.93KNew |
$394K - $408K
|
7.93K
$398K
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7.78KNew |
$386K - $400K
|
7.78K
$391K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
7.75KNew |
$385K - $398K
|
7.75K
$389K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.93KNew |
$344K - $356K
|
6.93K
$348K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.91K+ 8.3% |
$343K - $355K
|
90.1K
$4.52M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.78K+ 6.32% |
$337K - $349K
|
114K
$5.73M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.66K+ 10.19% |
$331K - $342K
|
72K
$3.61M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.5KNew |
$323K - $334K
|
6.5K
$326K
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.47KNew |
$322K - $333K
|
6.47K
$325K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.25K+ 675.16% |
$311K - $322K
|
7.18K
$360K
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
6.14K+ 2.6% |
$305K - $316K
|
242K
$12.2M
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.03K+ 86.61% |
$300K - $310K
|
13K
$653K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.77K+ 33.25% |
$287K - $297K
|
23.1K
$1.16M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.71K+ 419.24% |
$284K - $294K
|
7.07K
$355K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.09K+ 40.35% |
$253K - $262K
|
17.7K
$889K
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.91K+ 5.8% |
$244K - $253K
|
89.6K
$4.5M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.8K+ 14.37% |
$238K - $247K
|
38.2K
$1.92M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.61K+ 16.75% |
$229K - $237K
|
32.2K
$1.61M
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
4.2K+ 30.6% |
$209K - $216K
|
17.9K
$900K
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.19KNew |
$208K - $216K
|
4.19K
$210K
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.08KNew |
$203K - $210K
|
4.08K
$205K
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
4.06K+ 3.83% |
$202K - $209K
|
110K
$5.52M
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.96K+ 64.99% |
$197K - $204K
|
10K
$504K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.95KNew |
$196K - $203K
|
3.95K
$198K
|