Purchases and Sales Made in Q1 2023 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 2023. 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 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10.5MNew |
$514M - $540M
|
10.5M
$528M
|
|
May 08, 2023
Q1 2023
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
7.23MNew |
$355M - $373M
|
7.23M
$364M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.51MNew |
$74M - $77.9M
|
1.51M
$76.1M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
1.07M+ 32.87% |
$52.6M - $55.3M
|
4.34M
$219M
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
766KNew |
$37.5M - $39.5M
|
766K
$38.6M
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
664KNew |
$32.6M - $34.2M
|
664K
$33.5M
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
528K+ 40.59% |
$25.9M - $27.2M
|
1.83M
$92.1M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
477K+ 175.65% |
$23.4M - $24.6M
|
749K
$37.7M
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
398K+ 21.09% |
$19.5M - $20.5M
|
2.28M
$115M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
353K+ 7.06% |
$17.3M - $18.2M
|
5.35M
$270M
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
300KNew |
$14.7M - $15.5M
|
300K
$15.1M
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
290K+ 221.09% |
$14.2M - $15M
|
422K
$21.2M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
232K+ 7.66% |
$11.4M - $11.9M
|
3.26M
$164M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
214K+ 12.69% |
$10.5M - $11M
|
1.9M
$95.6M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
208KNew |
$10.2M - $10.7M
|
208K
$10.5M
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
167KNew |
$8.17M - $8.59M
|
167K
$8.4M
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
125K+ 69.94% |
$6.1M - $6.42M
|
303K
$15.2M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
114K+ 3.24% |
$5.57M - $5.86M
|
3.62M
$182M
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
89.6KNew |
$4.39M - $4.62M
|
89.6K
$4.52M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
89.1K+ 6364.64% |
$4.37M - $4.59M
|
90.5K
$4.56M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
78.5K+ 56.57% |
$3.84M - $4.04M
|
217K
$10.9M
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
76.1KNew |
$3.73M - $3.92M
|
76.1K
$3.83M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
68.9K+ 12.04% |
$3.38M - $3.55M
|
641K
$32.3M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
67.5K+ 12.46% |
$3.31M - $3.48M
|
609K
$30.7M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
67.5K+ 12.46% |
$3.31M - $3.48M
|
609K
$30.7M
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
67KNew |
$3.28M - $3.45M
|
67K
$3.37M
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
59.3KNew |
$2.9M - $3.05M
|
59.3K
$2.99M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
53.3KNew |
$2.61M - $2.75M
|
53.3K
$2.69M
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
52.4KNew |
$2.57M - $2.7M
|
52.4K
$2.64M
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
47K+ 6.53% |
$2.3M - $2.42M
|
766K
$38.6M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.3K+ 3.75% |
$1.98M - $2.08M
|
1.12M
$56.3M
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
40.3KNew |
$1.98M - $2.08M
|
40.3K
$2.03M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.5K+ 5.3% |
$1.69M - $1.78M
|
685K
$34.5M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
33K+ 7.8% |
$1.62M - $1.7M
|
456K
$23M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
32.9K+ 7.07% |
$1.61M - $1.7M
|
498K
$25.1M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
31.3KNew |
$1.54M - $1.62M
|
31.3K
$1.58M
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.8K+ 27.78% |
$1.51M - $1.59M
|
142K
$7.15M
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
30.4K+ 8.62% |
$1.49M - $1.57M
|
383K
$19.3M
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
30.4K+ 11.98% |
$1.49M - $1.56M
|
284K
$14.3M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
29.4K+ 528.66% |
$1.44M - $1.51M
|
34.9K
$1.76M
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
28.6K+ 0.85% |
$1.4M - $1.48M
|
3.42M
$172M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.5K+ 6.16% |
$1.35M - $1.42M
|
474K
$23.9M
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
BUY
|
- |
27.4KNew |
$1.34M - $1.41M
|
27.4K
$1.38M
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
26.1K+ 13.61% |
$1.28M - $1.34M
|
217K
$11M
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
25K+ 20.0% |
$1.23M - $1.29M
|
150K
$7.56M
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
24.2K+ 5.01% |
$1.19M - $1.25M
|
508K
$25.6M
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
23.9K+ 41.16% |
$1.17M - $1.23M
|
81.9K
$4.13M
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
21.6KNew |
$1.06M - $1.11M
|
21.6K
$1.09M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
21.1KNew |
$1.03M - $1.08M
|
21.1K
$1.06M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.6K+ 128.07% |
$1.01M - $1.06M
|
36.7K
$1.85M
|