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 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
211New |
$10.3K - $10.9K
|
211
$10.6K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
197+ 0.99% |
$9.65K - $10.2K
|
20.1K
$1.01M
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
192+ 3.72% |
$9.41K - $9.89K
|
5.35K
$270K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
171New |
$8.38K - $8.81K
|
171
$8.61K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
158+ 132.77% |
$7.74K - $8.14K
|
277
$14K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
156New |
$7.65K - $8.04K
|
156
$7.86K
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
105+ 2.47% |
$5.15K - $5.41K
|
4.35K
$219K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
93+ 43.87% |
$4.56K - $4.79K
|
305
$15.4K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
93+ 1162.5% |
$4.56K - $4.79K
|
101
$5.09K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
89+ 0.19% |
$4.36K - $4.59K
|
46.8K
$2.36M
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
72New |
$3.53K - $3.71K
|
72
$3.63K
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
58+ 0.62% |
$2.84K - $2.99K
|
9.47K
$477K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
54+ 5.03% |
$2.65K - $2.78K
|
1.13K
$56.8K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
49+ 0.74% |
$2.4K - $2.52K
|
6.69K
$337K
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
49+ 0.61% |
$2.4K - $2.52K
|
8.03K
$404K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
39New |
$1.91K - $2.01K
|
39
$1.96K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
32New |
$1.57K - $1.65K
|
32
$1.61K
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
24+ 0.18% |
$1.18K - $1.24K
|
13.2K
$667K
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
23New |
$1.13K - $1.19K
|
23
$1.16K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23New |
$1.13K - $1.19K
|
23
$1.16K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
23New |
$1.13K - $1.19K
|
23
$1.16K
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
18New |
$882 - $928
|
18
$907
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
15New |
$735 - $773
|
15
$756
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 0.58% |
$637 - $670
|
2.24K
$113K
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12+ 6.94% |
$588 - $618
|
185
$9.32K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11New |
$539 - $567
|
11
$554
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.44% |
$392 - $412
|
1.81K
$91.3K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.37% |
$196 - $206
|
1.08K
$54.2K
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4+ 0.57% |
$196 - $206
|
711
$35.8K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.62% |
$147 - $155
|
488
$24.6K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 1.12% |
$147 - $155
|
270
$13.6K
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2New |
$98 - $103
|
2
$101
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 9.52% |
$98 - $103
|
19
$957
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8- 0.78% |
$392 - $412
|
1.01K
$51K
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-9- 90.0% |
$441 - $464
|
1
$50.4
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-10- 3.57% |
$490 - $515
|
270
$13.6K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-20- 0.92% |
$980 - $1.03K
|
2.15K
$108K
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-41- 0.46% |
$2.01K - $2.11K
|
8.91K
$449K
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-42- 8.9% |
$2.06K - $2.16K
|
430
$21.7K
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-50- 23.92% |
$2.45K - $2.58K
|
159
$8.01K
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-67- 1.3% |
$3.28K - $3.45K
|
5.1K
$257K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-68- 54.4% |
$3.33K - $3.5K
|
57
$2.87K
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-73- 0.9% |
$3.58K - $3.76K
|
8.07K
$407K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-77- 0.4% |
$3.77K - $3.97K
|
19.4K
$977K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-78- 0.58% |
$3.82K - $4.02K
|
13.5K
$679K
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-115- 35.38% |
$5.64K - $5.93K
|
210
$10.6K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-122- 2.94% |
$5.98K - $6.29K
|
4.03K
$203K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-180Closed |
$8.82K - $9.28K
|
0
$0
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-201- 3.68% |
$9.85K - $10.4K
|
5.27K
$265K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-209- 36.22% |
$10.2K - $10.8K
|
368
$18.5K
|