Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-645K- 99.2% |
$30.1M - $33.2M
|
5.19K
$262K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.56K- 45.24% |
$213K - $235K
|
5.51K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.1K- 40.11% |
$98.3K - $108K
|
3.14K
$159K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-638- 80.76% |
$29.8K - $32.8K
|
152
$7.69K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-531- 1.17% |
$24.8K - $27.3K
|
44.8K
$2.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-305- 3.01% |
$14.2K - $15.7K
|
9.82K
$496K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-184- 2.08% |
$8.6K - $9.47K
|
8.65K
$437K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-58- 1.04% |
$2.71K - $2.99K
|
5.53K
$280K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-11- 5.21% |
$514 - $566
|
200
$10.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-58.6K- 57.42% |
$2.81M - $2.94M
|
43.4K
$2.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-23.3K- 77.69% |
$1.12M - $1.17M
|
6.69K
$338K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-12.5KClosed |
$601K - $629K
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.16K- 21.55% |
$55.7K - $58.3K
|
4.22K
$214K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-28- 29.79% |
$1.34K - $1.41K
|
66
$3.34K
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-30.9K- 76.23% |
$1.53M - $1.58M
|
9.65K
$488K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-14.2K- 63.88% |
$700K - $722K
|
8K
$405K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-5.63KClosed |
$278K - $287K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.56K- 57.43% |
$275K - $284K
|
4.12K
$208K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4.04K- 9.24% |
$200K - $206K
|
39.6K
$2M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.07K- 75.4% |
$53K - $54.8K
|
350
$17.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-667- 98.52% |
$33K - $34K
|
10
$506
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-440- 7.17% |
$21.8K - $22.5K
|
5.7K
$288K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-321- 96.11% |
$15.9K - $16.4K
|
13
$658
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-285- 5.41% |
$14.1K - $14.5K
|
4.98K
$252K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-86- 85.15% |
$4.25K - $4.39K
|
15
$759
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-42- 8.61% |
$2.08K - $2.14K
|
446
$22.6K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-30.5K- 56.92% |
$1.49M - $1.57M
|
23.1K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.29K- 22.69% |
$259K - $272K
|
18K
$911K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-5.26K- 54.25% |
$258K - $271K
|
4.44K
$225K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-5.07K- 52.01% |
$248K - $261K
|
4.68K
$237K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-3.4K- 69.26% |
$166K - $175K
|
1.51K
$76.3K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.33K- 21.96% |
$114K - $120K
|
8.28K
$419K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.4K- 24.53% |
$68.4K - $71.9K
|
4.29K
$217K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-329- 4.65% |
$16.1K - $17K
|
6.75K
$341K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-180Closed |
$8.82K - $9.28K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-68- 54.4% |
$3.33K - $3.5K
|
57
$2.88K
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-42- 8.9% |
$2.06K - $2.16K
|
430
$21.7K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.4K- 96.16% |
$533K - $578K
|
455
$23K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-7.01K- 1.96% |
$328K - $355K
|
350K
$17.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-2.35K- 96.35% |
$110K - $119K
|
89
$4.5K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-685- 12.59% |
$32K - $34.7K
|
4.76K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-540- 31.4% |
$25.2K - $27.4K
|
1.18K
$59.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-201- 0.67% |
$9.39K - $10.2K
|
29.8K
$1.51M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-123- 30.52% |
$5.75K - $6.23K
|
280
$14.2K
|
|
| Q3 2022 | |||||||
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-24.5K- 99.19% |
$1.17M - $1.29M
|
200
$10.1K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.19KClosed |
$391K - $430K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-5.83K- 17.75% |
$278K - $306K
|
27K
$1.37M
|
|
|
Dec 01, 2022
Q3 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.55K- 2.11% |
$73.9K - $81.3K
|
71.8K
$3.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.4K- 23.77% |
$66.9K - $73.6K
|
4.49K
$227K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.2K- 0.56% |
$57.2K - $62.9K
|
213K
$10.7M
|
|