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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.95KNew |
$197K - $209K
|
3.95K
$202K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.83KNew |
$191K - $202K
|
3.83K
$196K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3K+ 3000.0% |
$149K - $158K
|
3.1K
$159K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.42K+ 39.58% |
$121K - $128K
|
8.53K
$437K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.63KNew |
$81K - $85.8K
|
1.63K
$83.1K
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.5K+ 12.71% |
$74.7K - $79.2K
|
13.3K
$681K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
1.1K+ 5.42% |
$54.8K - $58.1K
|
21.4K
$1.09M
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
601+ 9.68% |
$29.9K - $31.7K
|
6.81K
$348K
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
396New |
$19.7K - $20.9K
|
396
$20.3K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
261New |
$13K - $13.8K
|
261
$13.4K
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
218+ 4.81% |
$10.9K - $11.5K
|
4.75K
$243K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
171New |
$8.52K - $9.03K
|
171
$8.75K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
159New |
$7.92K - $8.4K
|
159
$8.13K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
118New |
$5.88K - $6.23K
|
118
$6.04K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
112New |
$5.58K - $5.91K
|
112
$5.73K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
101New |
$5.03K - $5.33K
|
101
$5.17K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
101New |
$5.03K - $5.33K
|
101
$5.17K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
45New |
$2.24K - $2.38K
|
45
$2.3K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
40+ 0.16% |
$1.99K - $2.11K
|
25K
$1.28M
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
39New |
$1.94K - $2.06K
|
39
$1.99K
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
10+ 0.03% |
$498 - $528
|
35.8K
$1.83M
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 4.26% |
$399 - $422
|
196
$10K
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
7+ 0.15% |
$349 - $370
|
4.59K
$235K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$299 - $317
|
6
$307
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5New |
$249 - $264
|
5
$256
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
5+ 0.12% |
$249 - $264
|
4.2K
$215K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 1.06% |
$149 - $158
|
285
$14.6K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2New |
$99.6 - $106
|
2
$102
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.38M+ 24.01% |
$67.8M - $69.8M
|
7.12M
$364M
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
699KNew |
$34.4M - $35.4M
|
699K
$35.8M
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
291KNew |
$14.3M - $14.8M
|
291K
$14.9M
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
45.1KNew |
$2.22M - $2.29M
|
45.1K
$2.31M
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
36.8KNew |
$1.81M - $1.87M
|
36.8K
$1.88M
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
36.2KNew |
$1.78M - $1.84M
|
36.2K
$1.85M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
16.8K+ 154.46% |
$825K - $850K
|
27.6K
$1.41M
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.32KNew |
$410K - $422K
|
8.32K
$426K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
7.8KNew |
$384K - $395K
|
7.8K
$399K
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.08KNew |
$250K - $257K
|
5.08K
$260K
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
4.38KNew |
$215K - $222K
|
4.38K
$224K
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.14KNew |
$204K - $210K
|
4.14K
$212K
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.99KNew |
$196K - $202K
|
3.99K
$204K
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
3.61KNew |
$178K - $183K
|
3.61K
$185K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.27KNew |
$161K - $166K
|
3.27K
$167K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.78KNew |
$137K - $141K
|
2.78K
$142K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.08K+ 69.96% |
$102K - $105K
|
5.04K
$258K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.6KNew |
$78.7K - $81.1K
|
1.6K
$81.8K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.11KNew |
$54.8K - $56.5K
|
1.11K
$57K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
871+ 149.4% |
$42.9K - $44.2K
|
1.45K
$74.4K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
604+ 2.47% |
$29.7K - $30.6K
|
25K
$1.28M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
600+ 14.14% |
$29.5K - $30.4K
|
4.84K
$248K
|