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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
6.14K+ 2.6% |
$305K - $316K
|
242K
$12.4M
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.03K+ 86.61% |
$300K - $310K
|
13K
$667K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.77K+ 33.25% |
$287K - $297K
|
23.1K
$1.19M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.71K+ 419.24% |
$284K - $294K
|
7.07K
$363K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.09K+ 40.35% |
$253K - $262K
|
17.7K
$909K
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.91K+ 5.8% |
$244K - $253K
|
89.6K
$4.59M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.8K+ 14.37% |
$238K - $247K
|
38.2K
$1.96M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.61K+ 16.75% |
$229K - $237K
|
32.2K
$1.65M
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.19KNew |
$208K - $216K
|
4.19K
$215K
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.08KNew |
$203K - $210K
|
4.08K
$209K
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
4.06K+ 3.83% |
$202K - $209K
|
110K
$5.64M
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.96K+ 64.99% |
$197K - $204K
|
10K
$515K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.95KNew |
$196K - $203K
|
3.95K
$203K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.92KNew |
$195K - $201K
|
3.92K
$201K
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
3.71K+ 0.87% |
$184K - $191K
|
429K
$22M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.64K+ 57.35% |
$181K - $187K
|
9.99K
$512K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.35K+ 4.39% |
$167K - $172K
|
79.7K
$4.09M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.34K+ 1.27% |
$166K - $172K
|
266K
$13.7M
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.99K+ 9.45% |
$149K - $154K
|
34.6K
$1.78M
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.85K+ 2.66% |
$141K - $146K
|
110K
$5.64M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.67K+ 18.6% |
$132K - $137K
|
17K
$872K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.37K+ 26.57% |
$118K - $122K
|
11.3K
$578K
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
2.31K+ 12.42% |
$114K - $119K
|
20.9K
$1.07M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.98K+ 36.5% |
$98.1K - $102K
|
7.39K
$379K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.9KNew |
$94.4K - $97.8K
|
1.9K
$97.5K
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.82K+ 5.19% |
$90.3K - $93.5K
|
36.9K
$1.89M
|
|
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 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
1.65K+ 4.52% |
$81.9K - $84.8K
|
38.1K
$1.95M
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.62KNew |
$80.5K - $83.3K
|
1.62K
$83.1K
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.61K+ 14.63% |
$79.7K - $82.5K
|
12.6K
$645K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.56K+ 486.25% |
$77.3K - $80K
|
1.88K
$96.2K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.51K+ 4.91% |
$74.8K - $77.5K
|
32.2K
$1.65M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.48K+ 1.4% |
$73.4K - $76K
|
107K
$5.5M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 3.12% |
$67.7K - $70.1K
|
45K
$2.31M
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.27K+ 29.82% |
$63K - $65.3K
|
5.52K
$283K
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.23K+ 26.97% |
$61.2K - $63.4K
|
5.81K
$298K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.23K+ 14.15% |
$60.8K - $63K
|
9.88K
$507K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.08K+ 14.48% |
$53.6K - $55.5K
|
8.53K
$438K
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.01K+ 0.53% |
$50.3K - $52.1K
|
191K
$9.78M
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
935+ 0.39% |
$46.4K - $48.1K
|
241K
$12.3M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
930+ 563.64% |
$46.2K - $47.8K
|
1.1K
$56.2K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
859+ 7.32% |
$42.7K - $44.2K
|
12.6K
$645K
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
818+ 4.76% |
$40.6K - $42.1K
|
18K
$924K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
794+ 5.66% |
$39.4K - $40.8K
|
14.8K
$760K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
779New |
$38.7K - $40.1K
|
779
$39.9K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
757New |
$37.6K - $38.9K
|
757
$38.8K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
729New |
$36.2K - $37.5K
|
729
$37.4K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
661New |
$32.8K - $34K
|
661
$33.9K
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
647+ 0.25% |
$32.1K - $33.3K
|
264K
$13.5M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
647+ 1.55% |
$32.1K - $33.3K
|
42.4K
$2.17M
|