Purchases and Sales Made in Q3 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-31- 36.05% |
$1.49K - $1.56K
|
55
$2.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-47- 0.58% |
$2.26K - $2.36K
|
8.01K
$407K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-54- 0.68% |
$2.59K - $2.72K
|
7.93K
$403K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-59- 6.67% |
$2.83K - $2.97K
|
825
$42K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-75- 28.96% |
$3.6K - $3.77K
|
184
$9.36K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-90- 4.7% |
$4.32K - $4.53K
|
1.83K
$92.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-167- 0.36% |
$8.02K - $8.4K
|
46.1K
$2.35M
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-180- 0.5% |
$8.65K - $9.05K
|
35.6K
$1.81M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-197- 2.28% |
$9.46K - $9.91K
|
8.43K
$429K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-228- 22.53% |
$11K - $11.5K
|
784
$39.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-418- 4.86% |
$20.1K - $21K
|
8.17K
$416K
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
SELL
|
- |
-418- 3.95% |
$20.1K - $21K
|
10.2K
$518K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-442- 4.41% |
$21.2K - $22.2K
|
9.57K
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-497- 2.47% |
$23.9K - $25K
|
19.6K
$999K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-500- 5.3% |
$24K - $25.1K
|
8.93K
$454K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-581- 4.54% |
$27.9K - $29.2K
|
12.2K
$622K
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-584- 2.15% |
$28K - $29.4K
|
26.6K
$1.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-594- 44.53% |
$28.5K - $29.9K
|
740
$37.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-712- 1.28% |
$34.2K - $35.8K
|
54.7K
$2.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-784- 14.81% |
$37.7K - $39.4K
|
4.51K
$229K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-864- 31.51% |
$41.5K - $43.4K
|
1.88K
$95.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-916- 5.19% |
$44K - $46.1K
|
16.7K
$851K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-992- 1.98% |
$47.6K - $49.9K
|
49K
$2.49M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.07K- 17.67% |
$51.5K - $53.9K
|
5K
$254K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.16K- 21.55% |
$55.7K - $58.3K
|
4.22K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.21K- 9.0% |
$58.2K - $60.9K
|
12.3K
$624K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.23K- 12.18% |
$58.8K - $61.6K
|
8.83K
$449K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.48K- 25.18% |
$70.9K - $74.2K
|
4.39K
$223K
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.5K- 24.1% |
$72K - $75.4K
|
4.73K
$240K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 11.3% |
$75.3K - $78.8K
|
12.3K
$626K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.65K- 80.26% |
$79.3K - $83K
|
406
$20.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.7K- 14.3% |
$81.6K - $85.4K
|
10.2K
$518K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.7K- 0.64% |
$81.8K - $85.6K
|
265K
$13.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.85K- 3.64% |
$88.8K - $93K
|
48.9K
$2.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.98K- 3.28% |
$95K - $99.5K
|
58.4K
$2.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.07K- 2.93% |
$99.2K - $104K
|
68.4K
$3.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.15K- 15.64% |
$103K - $108K
|
11.6K
$591K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.22K- 22.34% |
$107K - $112K
|
7.73K
$393K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.38K- 4.61% |
$114K - $120K
|
49.2K
$2.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.39K- 9.85% |
$115K - $120K
|
21.9K
$1.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.49K- 12.07% |
$120K - $125K
|
18.2K
$924K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.94K- 6.9% |
$141K - $148K
|
39.7K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-3.02K- 23.17% |
$145K - $152K
|
10K
$510K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.2K- 11.99% |
$154K - $161K
|
23.5K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.32K- 15.97% |
$159K - $167K
|
17.5K
$888K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.09K- 28.87% |
$196K - $206K
|
10.1K
$512K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.15K- 0.76% |
$199K - $209K
|
540K
$27.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.22K- 0.14% |
$203K - $212K
|
3.11M
$158M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.5K- 0.09% |
$264K - $276K
|
6.16M
$313M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5.61K- 44.04% |
$270K - $282K
|
7.13K
$363K
|