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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.65K+ 35.84% |
$81.3K - $83.8K
|
6.27K
$322K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.65K+ 3.3% |
$81.3K - $83.8K
|
51.7K
$2.66M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.6KNew |
$78.7K - $81.1K
|
1.6K
$82.1K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.46KNew |
$71.8K - $74K
|
1.46K
$75K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 10.45% |
$70.6K - $72.7K
|
15.2K
$778K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.41K+ 4.35% |
$69.3K - $71.4K
|
33.8K
$1.74M
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.38K+ 1.83% |
$68.1K - $70.2K
|
77.1K
$3.96M
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1.34K+ 8.67% |
$65.8K - $67.8K
|
16.8K
$861K
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.25K+ 1.51% |
$61.6K - $63.4K
|
84.2K
$4.33M
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.25K+ 4.66% |
$61.5K - $63.4K
|
28.1K
$1.44M
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.23K+ 10.47% |
$60.7K - $62.5K
|
13K
$668K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.22K+ 24.13% |
$60.1K - $61.9K
|
6.28K
$323K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.11KNew |
$54.8K - $56.5K
|
1.11K
$57.2K
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
1.1K+ 2.51% |
$54K - $55.7K
|
44.8K
$2.3M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
972+ 18.58% |
$47.8K - $49.3K
|
6.2K
$319K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
959+ 1.06% |
$47.2K - $48.6K
|
91.1K
$4.68M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
959+ 57.7% |
$47.2K - $48.6K
|
2.62K
$135K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
879+ 10.09% |
$43.3K - $44.6K
|
9.59K
$492K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
871+ 149.4% |
$42.9K - $44.2K
|
1.45K
$74.6K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
857+ 12.01% |
$42.2K - $43.4K
|
7.99K
$410K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
826+ 199.52% |
$40.6K - $41.9K
|
1.24K
$63.7K
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
770+ 11.31% |
$37.9K - $39K
|
7.58K
$389K
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
750+ 6.78% |
$36.9K - $38K
|
11.8K
$606K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
725+ 1.89% |
$35.7K - $36.8K
|
39.2K
$2.01M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
701+ 9.21% |
$34.5K - $35.5K
|
8.32K
$427K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
604+ 2.47% |
$29.7K - $30.6K
|
25K
$1.29M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
600+ 14.14% |
$29.5K - $30.4K
|
4.84K
$249K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
592New |
$29.1K - $30K
|
592
$30.4K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
494+ 25.44% |
$24.3K - $25K
|
2.44K
$125K
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
474+ 2.45% |
$23.3K - $24K
|
19.9K
$1.02M
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
428+ 1.02% |
$21.1K - $21.7K
|
42.4K
$2.17M
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
416New |
$20.5K - $21.1K
|
416
$21.4K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
358New |
$17.6K - $18.2K
|
358
$18.4K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
329+ 39.93% |
$16.2K - $16.7K
|
1.15K
$59.2K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
316+ 1.43% |
$15.6K - $16K
|
22.4K
$1.15M
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
308+ 3.61% |
$15.2K - $15.6K
|
8.84K
$454K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
307New |
$15.1K - $15.6K
|
307
$15.8K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
283+ 1.55% |
$13.9K - $14.3K
|
18.5K
$950K
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
272+ 0.34% |
$13.4K - $13.8K
|
81K
$4.16M
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
258+ 5.7% |
$12.7K - $13.1K
|
4.79K
$246K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
254+ 329.87% |
$12.5K - $12.9K
|
331
$17K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
221+ 0.42% |
$10.9K - $11.2K
|
53K
$2.72M
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
198New |
$9.74K - $10K
|
198
$10.2K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
171New |
$8.41K - $8.67K
|
171
$8.78K
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
170New |
$8.37K - $8.62K
|
170
$8.73K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
165New |
$8.12K - $8.37K
|
165
$8.47K
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
147+ 2.09% |
$7.23K - $7.45K
|
7.19K
$369K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
137+ 10.16% |
$6.74K - $6.95K
|
1.49K
$76.2K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
133+ 4.55% |
$6.54K - $6.74K
|
3.06K
$157K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
132+ 21.57% |
$6.5K - $6.69K
|
744
$38.2K
|