Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.58M+ 1968.91% |
$127M - $131M
|
2.71M
$136M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.19M+ 4.31% |
$58.9M - $60.8M
|
28.8M
$1.45B
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.03M+ 8649.12% |
$50.9M - $52.6M
|
1.04M
$52.5M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
816K+ 15.25% |
$40.4M - $41.7M
|
6.17M
$311M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
800K+ 24.53% |
$39.6M - $40.8M
|
4.06M
$205M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
796K+ 366.4% |
$39.3M - $40.6M
|
1.01M
$51M
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
706KNew |
$34.9M - $36M
|
706K
$35.6M
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
445K+ 4.25% |
$22M - $22.7M
|
10.9M
$551M
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
432K+ 152.18% |
$21.4M - $22M
|
716K
$36.1M
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
371KNew |
$18.4M - $19M
|
371K
$18.7M
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
359KNew |
$17.7M - $18.3M
|
359K
$18.1M
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
359KNew |
$17.7M - $18.3M
|
359K
$18.1M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
349K+ 2697.5% |
$17.3M - $17.8M
|
362K
$18.2M
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
323K+ 154.74% |
$16M - $16.5M
|
531K
$26.8M
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
274K+ 680.42% |
$13.6M - $14M
|
314K
$15.8M
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
219K+ 9.59% |
$10.8M - $11.2M
|
2.5M
$126M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
202K+ 5.59% |
$10M - $10.3M
|
3.82M
$193M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
188K+ 9.19% |
$9.32M - $9.62M
|
2.24M
$113M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
182KNew |
$9.01M - $9.31M
|
182K
$9.19M
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
161K+ 123.83% |
$7.96M - $8.22M
|
291K
$14.7M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
140K+ 9.88% |
$6.91M - $7.13M
|
1.55M
$78.3M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
137K+ 2942.87% |
$6.75M - $6.97M
|
141K
$7.12M
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
125K+ 67.2% |
$6.18M - $6.38M
|
311K
$15.7M
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
124K+ 6.54% |
$6.13M - $6.33M
|
2.02M
$102M
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
117KNew |
$5.8M - $5.98M
|
117K
$5.91M
|
|
Jul 06, 2023
Q2 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
102KNew |
$5.05M - $5.22M
|
102K
$5.15M
|
|
Aug 11, 2023
Q2 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
98.8KNew |
$4.88M - $5.04M
|
98.8K
$4.98M
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
98.7K+ 47.51% |
$4.88M - $5.04M
|
307K
$15.4M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
98.5KNew |
$4.87M - $5.03M
|
98.5K
$4.96M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
85.3K+ 2.62% |
$4.22M - $4.35M
|
3.34M
$168M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
80.4K+ 147.28% |
$3.98M - $4.11M
|
135K
$6.8M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
80.3K+ 256.31% |
$3.97M - $4.1M
|
112K
$5.63M
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
74K+ 2.16% |
$3.66M - $3.78M
|
3.49M
$176M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
60.5K+ 36.65% |
$2.99M - $3.09M
|
226K
$11.4M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
55.5KNew |
$2.74M - $2.83M
|
55.5K
$2.8M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
54.3K+ 481.45% |
$2.68M - $2.77M
|
65.6K
$3.3M
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
36.2KNew |
$1.79M - $1.85M
|
36.2K
$1.82M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.7K+ 405.98% |
$1.67M - $1.72M
|
42K
$2.12M
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
31.8KNew |
$1.57M - $1.62M
|
31.8K
$1.6M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.1K+ 0.79% |
$1.49M - $1.54M
|
3.85M
$194M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
30KNew |
$1.48M - $1.53M
|
30K
$1.51M
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
29.7K+ 6.52% |
$1.47M - $1.52M
|
486K
$24.5M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.9K+ 13.45% |
$1.38M - $1.42M
|
235K
$11.9M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.9KNew |
$1.28M - $1.32M
|
25.9K
$1.31M
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
24K+ 4.74% |
$1.19M - $1.23M
|
532K
$26.8M
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
22.8K+ 36.83% |
$1.13M - $1.16M
|
84.6K
$4.26M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.5K+ 58.44% |
$1.01M - $1.05M
|
55.6K
$2.8M
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20.5K+ 13.43% |
$1.01M - $1.04M
|
173K
$8.71M
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18.1K+ 34.43% |
$893K - $921K
|
70.5K
$3.55M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18K+ 32.61% |
$889K - $917K
|
73.1K
$3.68M
|