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 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-217- 2.65% |
$10.6K - $11.2K
|
7.98K
$402K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-274- 5.57% |
$13.4K - $14.1K
|
4.64K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-303- 4.43% |
$14.9K - $15.6K
|
6.54K
$330K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-313- 1.68% |
$15.3K - $16.1K
|
18.3K
$922K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-329- 4.65% |
$16.1K - $17K
|
6.75K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-387- 73.16% |
$19K - $19.9K
|
142
$7.15K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-391- 5.86% |
$19.2K - $20.1K
|
6.28K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-401- 5.87% |
$19.7K - $20.7K
|
6.43K
$324K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-418- 0.79% |
$20.5K - $21.5K
|
52.7K
$2.66M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-450- 8.62% |
$22.1K - $23.2K
|
4.77K
$240K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-456- 94.8% |
$22.3K - $23.5K
|
25
$1.26K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-626- 60.13% |
$30.7K - $32.3K
|
415
$20.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
SELL
|
- |
-639- 4.64% |
$31.3K - $32.9K
|
13.1K
$662K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-809- 6.36% |
$39.6K - $41.7K
|
11.9K
$600K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-827- 5.42% |
$40.5K - $42.6K
|
14.4K
$727K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-876Closed |
$42.9K - $45.1K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-883- 12.71% |
$43.3K - $45.5K
|
6.07K
$306K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-931- 4.63% |
$45.6K - $48K
|
19.2K
$965K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-979- 10.87% |
$48K - $50.4K
|
8.02K
$404K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-980- 72.7% |
$48K - $50.5K
|
368
$18.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.03K- 7.14% |
$50.5K - $53.1K
|
13.4K
$675K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.1K- 8.38% |
$53.8K - $56.6K
|
12K
$605K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.31K- 5.64% |
$64.2K - $67.5K
|
21.9K
$1.1M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.4K- 24.53% |
$68.4K - $71.9K
|
4.29K
$216K
|
|
|
Aug 27, 2024
Q1 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.42K- 11.03% |
$69.5K - $73.1K
|
11.4K
$576K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.53K- 13.96% |
$75.1K - $78.9K
|
9.44K
$476K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.59K- 15.64% |
$78.1K - $82.1K
|
8.6K
$433K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.62K- 84.18% |
$79.5K - $83.6K
|
305
$15.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.79K- 6.77% |
$87.9K - $92.4K
|
24.7K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-2.23K- 4.2% |
$109K - $115K
|
50.9K
$2.57M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.33K- 21.96% |
$114K - $120K
|
8.28K
$417K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.54K- 41.38% |
$125K - $131K
|
3.6K
$181K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.18K- 49.1% |
$156K - $164K
|
3.29K
$166K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-3.4K- 69.26% |
$166K - $175K
|
1.51K
$76K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.75K- 6.82% |
$184K - $193K
|
51.2K
$2.58M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.89K- 42.03% |
$191K - $201K
|
5.37K
$271K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.93K- 6.25% |
$192K - $202K
|
58.9K
$2.97M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-5.07K- 52.01% |
$248K - $261K
|
4.68K
$236K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.18K- 11.33% |
$254K - $267K
|
40.6K
$2.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-5.26K- 54.25% |
$258K - $271K
|
4.44K
$224K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.29K- 22.69% |
$259K - $272K
|
18K
$908K
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-5.97K- 6.12% |
$293K - $308K
|
91.7K
$4.62M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.83K- 36.21% |
$335K - $352K
|
12K
$606K
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-7.07K- 12.66% |
$346K - $364K
|
48.8K
$2.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-7.34K- 33.25% |
$360K - $378K
|
14.7K
$742K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-7.34K- 3.81% |
$360K - $378K
|
185K
$9.33M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.93K- 14.26% |
$388K - $408K
|
47.6K
$2.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-8.32K- 96.37% |
$408K - $429K
|
313
$15.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.43K- 22.56% |
$413K - $435K
|
28.9K
$1.46M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-8.8K- 18.78% |
$431K - $453K
|
38K
$1.92M
|