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 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
131+ 8.7% |
$6.45K - $6.64K
|
1.64K
$84K
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
131+ 9.03% |
$6.45K - $6.64K
|
1.58K
$81.2K
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
118New |
$5.81K - $5.98K
|
118
$6.06K
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
117+ 0.3% |
$5.76K - $5.93K
|
39.3K
$2.02M
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
104+ 0.68% |
$5.12K - $5.27K
|
15.3K
$788K
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
102New |
$5.02K - $5.17K
|
102
$5.24K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
101New |
$4.97K - $5.12K
|
101
$5.19K
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
100+ 8.06% |
$4.92K - $5.07K
|
1.34K
$68.8K
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
94+ 1.12% |
$4.63K - $4.77K
|
8.46K
$434K
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
94New |
$4.63K - $4.77K
|
94
$4.83K
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
91+ 0.55% |
$4.48K - $4.61K
|
16.7K
$857K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
90New |
$4.43K - $4.56K
|
90
$4.62K
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
75New |
$3.69K - $3.8K
|
75
$3.85K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
58New |
$2.85K - $2.94K
|
58
$2.98K
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
57+ 0.53% |
$2.8K - $2.89K
|
10.8K
$554K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
56+ 38.89% |
$2.76K - $2.84K
|
200
$10.3K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
56+ 9.26% |
$2.76K - $2.84K
|
661
$33.9K
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
34+ 1.12% |
$1.67K - $1.72K
|
3.06K
$157K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
29New |
$1.43K - $1.47K
|
29
$1.49K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
23New |
$1.13K - $1.17K
|
23
$1.18K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
21+ 29.17% |
$1.03K - $1.06K
|
93
$4.77K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
20+ 9.17% |
$984 - $1.01K
|
238
$12.2K
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
18New |
$886 - $913
|
18
$924
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17+ 9.94% |
$837 - $862
|
188
$9.65K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11New |
$541 - $558
|
11
$565
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9New |
$443 - $456
|
9
$462
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.1% |
$295 - $304
|
6.21K
$319K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5+ 0.03% |
$246 - $254
|
14.4K
$740K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.88% |
$197 - $203
|
461
$23.7K
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4+ 1.65% |
$197 - $203
|
246
$12.6K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4New |
$197 - $203
|
4
$205
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.29% |
$197 - $203
|
1.39K
$71.2K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 16.67% |
$49.2 - $50.7
|
7
$359
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 1.43% |
$49.2 - $50.7
|
71
$3.65K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
44.4MNew |
$2.22B - $2.28B
|
44.4M
$2.28B
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.8K+ 121.95% |
$2.14M - $2.2M
|
78K
$4M
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
33.5K+ 9.0% |
$1.68M - $1.72M
|
406K
$20.8M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
8.77KNew |
$439K - $450K
|
8.77K
$450K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.71K+ 117.2% |
$436K - $447K
|
16.1K
$829K
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.11KNew |
$406K - $416K
|
8.11K
$416K
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
5.68KNew |
$284K - $291K
|
5.68K
$291K
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.95KNew |
$248K - $254K
|
4.95K
$254K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.64KNew |
$232K - $238K
|
4.64K
$238K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.46KNew |
$223K - $229K
|
4.46K
$229K
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.34KNew |
$217K - $223K
|
4.34K
$223K
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
2.12KNew |
$106K - $109K
|
2.12K
$109K
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.47K+ 35.93% |
$73.4K - $75.2K
|
5.55K
$285K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
832+ 19.44% |
$41.6K - $42.7K
|
5.11K
$262K
|