Purchases and Sales Made in Q1 2024 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 2024. 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 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-101K- 29.07% |
$5.04M - $5.17M
|
246K
$12.4M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-133K- 98.27% |
$6.64M - $6.81M
|
2.33K
$117K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-138K- 69.05% |
$6.92M - $7.1M
|
62K
$3.12M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-158K- 21.3% |
$7.9M - $8.1M
|
583K
$29.3M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-175K- 58.33% |
$8.76M - $8.98M
|
125K
$6.29M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-208K- 89.49% |
$10.4M - $10.7M
|
24.4K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-249K- 38.3% |
$12.5M - $12.8M
|
401K
$20.1M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-347K- 65.48% |
$17.4M - $17.8M
|
183K
$9.2M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-353K- 49.2% |
$17.7M - $18.1M
|
365K
$18.3M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-424K- 88.94% |
$21.2M - $21.8M
|
52.7K
$2.65M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-438K- 12.21% |
$21.9M - $22.5M
|
3.15M
$158M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-652K- 38.96% |
$32.7M - $33.5M
|
1.02M
$51.4M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-772K- 65.82% |
$38.6M - $39.6M
|
401K
$20.1M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-895K- 56.85% |
$44.8M - $46M
|
680K
$34.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.16M- 68.46% |
$57.9M - $59.3M
|
533K
$26.8M
|