Purchases and Sales Made in Q3 2023 in Ishares Tr Broad Usd Inbd Etfv (USIG)

USIG Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Broad Usd Inbd Etfv (USIG) during Q3 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
Oct 13, 2023 Q3 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
14.2K
+ 6.15%
$684K - $716K
246K $12.5M
Nov 09, 2023 Q3 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
14.1K
+ 3.65%
$677K - $709K
400K $20.3M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
13.8K
+ 69.46%
$662K - $693K
33.6K $1.71M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
13.3K
+ 23.46%
$639K - $668K
70K $3.56M
Oct 30, 2023 Q3 2023
Securian Asset Management, Inc

BUY
 -
11.9K
+ 4.06%
$571K - $597K
304K $15.5M
Oct 20, 2023 Q3 2023
Manning & Napier Group, LLC

BUY
 -
10.7K
+ 2.42%
$515K - $539K
454K $23.1M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
10.3K
+ 4.4%
$497K - $520K
246K $12.5M
Oct 27, 2023 Q3 2023
Center For Asset Management LLC

BUY
 -
10.3K
+ 18.78%
$497K - $520K
65.4K $3.33M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
10.1K
+ 38.77%
$483K - $505K
36K $1.83M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
9.49K
+ 2.03%
$456K - $477K
477K $24.3M
Nov 07, 2023 Q3 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
8.28K
+ 31.63%
$397K - $416K
34.4K $1.75M
Oct 19, 2023 Q3 2023
Simplicity Wealth,Llc

BUY
 -
8.15K
+ 5.97%
$392K - $410K
145K $7.36M
Nov 07, 2023 Q3 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
8.15K
+ 4.2%
$391K - $410K
202K $10.3M
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
7.98K
New
$383K - $401K
7.98K $406K
Nov 07, 2023 Q3 2023
Fort Washington Investment Advisors Inc

BUY
 -
7.73K
+ 64.77%
$371K - $389K
19.7K $1M
Oct 16, 2023 Q3 2023
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
7.25K
+ 6.19%
$348K - $365K
124K $6.33M
Nov 02, 2023 Q3 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
7.17K
+ 117.92%
$344K - $361K
13.3K $674K
Nov 14, 2023 Q3 2023
Destination Wealth Management

BUY
 -
7.04K
+ 3.4%
$338K - $354K
214K $10.9M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
6.59K
+ 5.73%
$316K - $331K
122K $6.18M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
6.53K
+ 71.95%
$314K - $328K
15.6K $794K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
6.42K
New
$309K - $323K
6.42K $327K
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
6.36K
+ 11348.21%
$305K - $320K
6.41K $326K
Nov 09, 2023 Q3 2023
Edgemoor Investment Advisors, Inc.

BUY
 -
6.31K
New
$303K - $317K
6.31K $321K
Oct 26, 2023 Q3 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
6.05K
New
$291K - $304K
6.05K $308K
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
5.92K
+ 93.8%
$284K - $298K
12.2K $622K
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
5.78K
New
$277K - $290K
5.78K $294K
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
5.59K
New
$268K - $281K
5.59K $284K
Oct 26, 2023 Q3 2023
Detalus Advisors, LLC

BUY
 -
5.42K
New
$260K - $273K
5.42K $276K
Oct 12, 2023 Q3 2023
Radnor Capital Management, LLC

BUY
 -
5.37K
New
$258K - $270K
5.37K $273K
Nov 09, 2023 Q3 2023
Kovitz Investment Group Partners, LLC

BUY
 -
4.9K
New
$235K - $246K
4.9K $249K
Oct 05, 2023 Q3 2023
Ivc Wealth Advisors LLC

BUY
 -
4.68K
+ 7.04%
$225K - $235K
71.2K $3.62M
Oct 17, 2023 Q3 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
4.61K
New
$221K - $232K
4.61K $234K
Oct 17, 2023 Q3 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
4.56K
New
$219K - $229K
4.56K $232K
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
4.45K
New
$213K - $223K
4.45K $226K
Nov 14, 2023 Q3 2023
Ascent Group, LLC

BUY
 -
4.33K
+ 16.44%
$208K - $218K
30.7K $1.56M
Nov 14, 2023 Q3 2023
Tolleson Wealth Management, Inc.

Dallas, TX
BUY
 -
4.16K
+ 9.34%
$200K - $209K
48.7K $2.48M
Oct 17, 2023 Q3 2023
Quantitative Strategies, Inc.

Calabasas, CA
BUY
 -
3.99K
+ 4.04%
$192K - $201K
103K $5.23M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
3.98K
+ 18.1%
$191K - $200K
26K $1.32M
Nov 14, 2023 Q3 2023
Financial Avengers, Inc.

Oakland, CA
BUY
 -
3.96K
+ 84.9%
$190K - $199K
8.63K $439K
Nov 02, 2023 Q3 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
3.87K
+ 5.79%
$186K - $194K
70.7K $3.6M
Oct 17, 2023 Q3 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
3.85K
+ 65.03%
$185K - $194K
9.77K $497K
Nov 13, 2023 Q3 2023
Westover Capital Advisors, LLC

Wilmington, DE
BUY
 -
3.61K
+ 2.17%
$173K - $181K
170K $8.65M
Oct 20, 2023 Q3 2023
Harbor Capital Advisors, Inc.

BUY
 -
3.58K
New
$172K - $180K
3.58K $182K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
3.52K
+ 1.56%
$169K - $177K
229K $11.6M
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
3.39K
+ 21.97%
$163K - $170K
18.8K $957K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
3.32K
+ 3.53%
$160K - $167K
97.4K $4.95M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
3.18K
New
$153K - $160K
3.18K $162K
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
3.08K
+ 2.72%
$148K - $155K
117K $5.93M
Oct 27, 2023 Q3 2023
Smith, Salley & Associates

BUY
 -
3.05K
+ 1.94%
$146K - $153K
160K $8.14M

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