Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-13- 0.15% |
$648 - $686
|
8.86K
$447K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-13- 0.31% |
$648 - $686
|
4.22K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-15- 0.13% |
$747 - $792
|
11.8K
$595K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-34- 5.17% |
$1.69K - $1.8K
|
624
$31.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-37- 0.86% |
$1.84K - $1.95K
|
4.26K
$215K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-38- 50.0% |
$1.89K - $2.01K
|
38
$1.91K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-50- 0.69% |
$2.49K - $2.64K
|
7.2K
$363K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-51- 0.06% |
$2.54K - $2.69K
|
84.3K
$4.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-57- 0.53% |
$2.84K - $3.01K
|
10.7K
$541K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-68- 28.57% |
$3.39K - $3.59K
|
170
$8.56K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-99- 6.67% |
$4.93K - $5.23K
|
1.39K
$69.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-102- 2.5% |
$5.08K - $5.39K
|
3.98K
$201K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-110- 91.67% |
$5.48K - $5.81K
|
10
$504
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-111- 1.5% |
$5.53K - $5.86K
|
7.28K
$367K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-111- 16.79% |
$5.53K - $5.86K
|
550
$27.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-111- 1.77% |
$5.53K - $5.86K
|
6.15K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-115- 2.58% |
$5.73K - $6.07K
|
4.34K
$218K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-119- 28.4% |
$5.93K - $6.28K
|
300
$15.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-128- 10.32% |
$6.38K - $6.76K
|
1.11K
$56K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-141- 0.64% |
$7.02K - $7.44K
|
22K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-154- 3.71% |
$7.67K - $8.13K
|
3.99K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-169- 0.2% |
$8.42K - $8.92K
|
83.3K
$4.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-184- 0.44% |
$9.17K - $9.72K
|
41.6K
$2.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-208- 0.66% |
$10.4K - $11K
|
31.4K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-208- 8.54% |
$10.4K - $11K
|
2.23K
$112K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-209- 3.13% |
$10.4K - $11K
|
6.48K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-230- 1.6% |
$11.5K - $12.1K
|
14.2K
$715K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-236- 31.72% |
$11.8K - $12.5K
|
508
$25.6K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-258- 3.23% |
$12.9K - $13.6K
|
7.73K
$390K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-263- 1.08% |
$13.1K - $13.9K
|
24K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-291- 74.23% |
$14.5K - $15.4K
|
101
$5.09K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-313- 1.37% |
$15.6K - $16.5K
|
22.5K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-327- 65.4% |
$16.3K - $17.3K
|
173
$8.72K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-363- 5.17% |
$18.1K - $19.2K
|
6.66K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-385- 1.72% |
$19.2K - $20.3K
|
22.1K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-427- 2.9% |
$21.3K - $22.5K
|
14.3K
$720K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-460- 5.6% |
$22.9K - $24.3K
|
7.75K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-475- 5.48% |
$23.7K - $25.1K
|
8.2K
$413K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-498- 8.19% |
$24.8K - $26.3K
|
5.59K
$281K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-517- 8.16% |
$25.8K - $27.3K
|
5.82K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-554- 8.93% |
$27.6K - $29.3K
|
5.65K
$285K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-570- 1.05% |
$28.4K - $30.1K
|
53.6K
$2.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-629- 2.42% |
$31.3K - $33.2K
|
25.4K
$1.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-671- 3.63% |
$33.4K - $35.4K
|
17.8K
$898K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-799- 0.2% |
$39.8K - $42.2K
|
393K
$19.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-810- 26.51% |
$40.4K - $42.8K
|
2.25K
$113K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-824- 9.39% |
$41.1K - $43.5K
|
7.95K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-941- 2.89% |
$46.9K - $49.7K
|
31.7K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-964- 15.98% |
$48K - $50.9K
|
5.07K
$255K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.03K- 8.01% |
$51.3K - $54.4K
|
11.8K
$596K
|