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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
25New |
$1.25K - $1.31K
|
25
$1.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
23New |
$1.15K - $1.21K
|
23
$1.19K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
20+ 43.48% |
$1K - $1.05K
|
66
$3.42K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$301 - $315
|
6
$311
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$100 - $105
|
2
$104
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
101KNew |
$5.04M - $5.34M
|
101K
$5.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
61.8K+ 59.04% |
$3.08M - $3.26M
|
167K
$8.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
27.8KNew |
$1.38M - $1.47M
|
27.8K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.63KNew |
$380K - $403K
|
7.63K
$395K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
6.21KNew |
$309K - $328K
|
6.21K
$322K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.97K+ 11.28% |
$248K - $262K
|
49.1K
$2.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
4.73KNew |
$235K - $249K
|
4.73K
$245K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.83KNew |
$191K - $202K
|
3.83K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
601+ 9.68% |
$29.9K - $31.7K
|
6.81K
$353K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
396New |
$19.7K - $20.9K
|
396
$20.5K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
261New |
$13K - $13.8K
|
261
$13.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
218+ 4.81% |
$10.9K - $11.5K
|
4.75K
$246K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
159New |
$7.92K - $8.4K
|
159
$8.23K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
118New |
$5.88K - $6.23K
|
118
$6.11K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
112New |
$5.58K - $5.91K
|
112
$5.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
101New |
$5.03K - $5.33K
|
101
$5.23K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
45New |
$2.24K - $2.38K
|
45
$2.33K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
7+ 0.15% |
$349 - $370
|
4.59K
$238K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
5+ 0.12% |
$249 - $264
|
4.2K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2New |
$99.6 - $106
|
2
$104
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.38M+ 24.01% |
$67.8M - $69.8M
|
7.12M
$368M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
291KNew |
$14.3M - $14.8M
|
291K
$15.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
45.1KNew |
$2.22M - $2.29M
|
45.1K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
36.8KNew |
$1.81M - $1.87M
|
36.8K
$1.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.08KNew |
$250K - $257K
|
5.08K
$263K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
4.38KNew |
$215K - $222K
|
4.38K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.14KNew |
$204K - $210K
|
4.14K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
3.61KNew |
$178K - $183K
|
3.61K
$187K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.27KNew |
$161K - $166K
|
3.27K
$169K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.78KNew |
$137K - $141K
|
2.78K
$144K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.08K+ 69.96% |
$102K - $105K
|
5.04K
$261K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.6KNew |
$78.7K - $81.1K
|
1.6K
$82.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.11KNew |
$54.8K - $56.5K
|
1.11K
$57.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
604+ 2.47% |
$29.7K - $30.6K
|
25K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
600+ 14.14% |
$29.5K - $30.4K
|
4.84K
$251K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
592New |
$29.1K - $30K
|
592
$30.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
416New |
$20.5K - $21.1K
|
416
$21.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
358New |
$17.6K - $18.2K
|
358
$18.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
308+ 3.61% |
$15.2K - $15.6K
|
8.84K
$457K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
198New |
$9.74K - $10K
|
198
$10.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
171New |
$8.41K - $8.67K
|
171
$8.85K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
118New |
$5.81K - $5.98K
|
118
$6.11K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
102New |
$5.02K - $5.17K
|
102
$5.28K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
101New |
$4.97K - $5.12K
|
101
$5.23K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
94New |
$4.63K - $4.77K
|
94
$4.87K
|
|