Purchases and Sales Made in Q1 2022 in Ishares Tr Broad Usd Inbd Etfv (USIG)
This table provides information about the institutional ownership of Ishares Tr Broad Usd Inbd Etfv (USIG) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR BROAD USD INBD ETFV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.02KNew |
$490K - $535K
|
9.02K
$454K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.5K+ 111.68% |
$462K - $504K
|
16.1K
$810K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.35K+ 81.36% |
$454K - $495K
|
18.6K
$936K
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.19KNew |
$445K - $486K
|
8.19K
$412K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.05K+ 190.4% |
$437K - $477K
|
12.3K
$617K
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.68K+ 6.56% |
$417K - $455K
|
125K
$6.27M
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
7.62KNew |
$414K - $452K
|
7.62K
$383K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.56K+ 9.32% |
$411K - $448K
|
88.7K
$4.46M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.18K+ 1.52% |
$391K - $426K
|
479K
$24.1M
|
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
7.07KNew |
$384K - $419K
|
7.07K
$355K
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.78KNew |
$368K - $402K
|
6.78K
$341K
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.22KNew |
$338K - $369K
|
6.22K
$312K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.04KNew |
$328K - $358K
|
6.04K
$304K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.52K+ 2.64% |
$300K - $327K
|
214K
$10.8M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.52K+ 2.64% |
$300K - $327K
|
214K
$10.8M
|
|
|
Aug 26, 2024
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
5.27K+ 40.96% |
$286K - $312K
|
18.1K
$911K
|
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4.95KNew |
$269K - $294K
|
4.95K
$249K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.93K+ 83.74% |
$268K - $292K
|
10.8K
$544K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.62KNew |
$251K - $274K
|
4.62K
$232K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.36K+ 0.15% |
$237K - $258K
|
2.98M
$150M
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
4.26K+ 37.06% |
$231K - $252K
|
15.7K
$791K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.08K+ 12.72% |
$222K - $242K
|
36.2K
$1.82M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.02KNew |
$218K - $238K
|
4.02K
$202K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.01K+ 112.49% |
$218K - $238K
|
7.57K
$381K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.75KNew |
$204K - $222K
|
3.75K
$189K
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.75KNew |
$204K - $222K
|
3.75K
$188K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.61KNew |
$196K - $214K
|
3.61K
$181K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.39K+ 12.12% |
$184K - $201K
|
31.3K
$1.58M
|
|
|
Apr 12, 2022
Q1 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.38K+ 10.55% |
$184K - $200K
|
35.4K
$1.78M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.83KNew |
$154K - $168K
|
2.83K
$142K
|
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.48K+ 6.12% |
$135K - $147K
|
43.1K
$2.17M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.21KNew |
$120K - $131K
|
2.21K
$111K
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
2.11K+ 1.03% |
$115K - $125K
|
207K
$10.4M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.07K+ 37.74% |
$113K - $123K
|
7.56K
$380K
|
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.91K+ 6.91% |
$104K - $113K
|
29.6K
$1.49M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
1.85K+ 35.7% |
$100K - $110K
|
7.02K
$353K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.72K+ 1099.36% |
$93.2K - $102K
|
1.87K
$94.1K
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.68K+ 9.33% |
$91.3K - $99.7K
|
19.7K
$990K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.57KNew |
$85.3K - $93.1K
|
1.57K
$78.9K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.57K+ 4.17% |
$85.2K - $93K
|
39.1K
$1.97M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.45K+ 3.66% |
$78.9K - $86.1K
|
41.2K
$2.07M
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
1.41KNew |
$76.4K - $83.4K
|
1.41K
$70.7K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.34K+ 32.34% |
$72.9K - $79.5K
|
5.49K
$276K
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
1.26KNew |
$68.7K - $75K
|
1.26K
$63.6K
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.17K+ 1.54% |
$63.4K - $69.2K
|
76.9K
$3.87M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
1.06KNew |
$57.5K - $62.7K
|
1.06K
$53.1K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.06KNew |
$57.5K - $62.7K
|
1.06K
$53.1K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
986New |
$53.6K - $58.5K
|
986
$49.6K
|
|
|
Apr 22, 2022
Q1 2022
|
Ade, LLC
|
BUY
|
- |
977+ 4.5% |
$53.1K - $58K
|
22.7K
$1.14M
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
918New |
$49.9K - $54.5K
|
918
$46.2K
|