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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.45K+ 53.07% |
$171K - $176K
|
9.95K
$501K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.17K+ 6.78% |
$157K - $162K
|
50K
$2.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.01K+ 0.79% |
$149K - $154K
|
386K
$19.4M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.55K+ 21.91% |
$126K - $130K
|
14.2K
$716K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.42KNew |
$119K - $123K
|
2.42K
$122K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.39K+ 23.71% |
$118K - $122K
|
12.4K
$627K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.24K+ 16.93% |
$110K - $114K
|
15.4K
$778K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.14K+ 14.9% |
$106K - $109K
|
16.5K
$830K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.13K+ 4.15% |
$105K - $109K
|
53.3K
$2.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2.01K+ 13.12% |
$99.4K - $103K
|
17.3K
$873K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.92K+ 2.09% |
$95K - $98.1K
|
94.1K
$4.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
BUY
|
- |
1.86K+ 3.47% |
$91.8K - $94.7K
|
55.4K
$2.79M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.85K+ 7.82% |
$91.7K - $94.6K
|
25.6K
$1.29M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 15.25% |
$90.7K - $93.7K
|
13.9K
$699K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.71K+ 2.17% |
$84.7K - $87.5K
|
80.6K
$4.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.63K+ 2.81% |
$80.5K - $83.1K
|
59.7K
$3.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.57KNew |
$77.8K - $80.3K
|
1.57K
$79.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.55K+ 32.49% |
$76.6K - $79.1K
|
6.32K
$318K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.5K+ 7.82% |
$74.1K - $76.5K
|
20.7K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.33K+ 1.75% |
$65.8K - $67.9K
|
77.4K
$3.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.29K+ 19.36% |
$64K - $66K
|
7.98K
$402K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.29K+ 10.06% |
$64K - $66K
|
14.2K
$713K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.17K+ 24.52% |
$57.7K - $59.6K
|
5.93K
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.08K+ 95.39% |
$53.1K - $54.9K
|
2.2K
$111K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.07K+ 26.58% |
$53K - $54.7K
|
5.1K
$257K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
966+ 3.83% |
$47.8K - $49.3K
|
26.2K
$1.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
960+ 4.56% |
$47.5K - $49K
|
22K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
959+ 13.51% |
$47.4K - $48.9K
|
8.06K
$406K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
893+ 19.6% |
$44.1K - $45.6K
|
5.45K
$274K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
817+ 0.01% |
$40.4K - $41.7K
|
7.4M
$373M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
798+ 15.58% |
$39.5K - $40.7K
|
5.92K
$298K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
789+ 5.78% |
$39K - $40.3K
|
14.4K
$728K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
789+ 5.78% |
$39K - $40.3K
|
14.4K
$728K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
739+ 6.49% |
$36.5K - $37.7K
|
12.1K
$611K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
703New |
$34.8K - $35.9K
|
703
$35.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
675New |
$33.4K - $34.5K
|
675
$34K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
631+ 8.14% |
$31.2K - $32.2K
|
8.38K
$422K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
458+ 5.71% |
$22.6K - $23.4K
|
8.48K
$427K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
456+ 1824.0% |
$22.5K - $23.3K
|
481
$24.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
445+ 2.3% |
$22K - $22.7K
|
19.8K
$999K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
440+ 0.82% |
$21.8K - $22.5K
|
54.4K
$2.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
365+ 0.32% |
$18K - $18.6K
|
116K
$5.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
357New |
$17.7K - $18.2K
|
357
$18K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
355+ 250.0% |
$17.6K - $18.1K
|
497
$25K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
293+ 79.62% |
$14.5K - $15K
|
661
$33.3K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
293+ 79.62% |
$14.5K - $15K
|
661
$33.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
291+ 1.04% |
$14.4K - $14.9K
|
28.4K
$1.43M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
281New |
$13.9K - $14.3K
|
281
$14.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
279+ 2.11% |
$13.8K - $14.2K
|
13.5K
$681K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
272New |
$13.4K - $13.9K
|
272
$13.7K
|