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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.05K- 3.12% |
$52.5K - $55.7K
|
32.8K
$1.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.06K- 6.34% |
$52.9K - $56K
|
15.7K
$790K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.11K- 5.26% |
$55.5K - $58.8K
|
20.1K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.15K- 12.01% |
$57.4K - $60.8K
|
8.44K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.37K- 6.91% |
$68.3K - $72.4K
|
18.5K
$931K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.45K- 2.27% |
$72K - $76.3K
|
62.3K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.5K- 1.52% |
$74.7K - $79.2K
|
97.3K
$4.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.53K- 5.93% |
$76K - $80.6K
|
24.2K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.64K- 0.77% |
$81.7K - $86.5K
|
212K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.88K- 2.71% |
$93.7K - $99.3K
|
67.5K
$3.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-2.01K- 2.04% |
$100K - $106K
|
96.4K
$4.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.13K- 2.0% |
$106K - $112K
|
104K
$5.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.2K- 0.45% |
$110K - $116K
|
488K
$24.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.29K- 25.31% |
$114K - $121K
|
6.76K
$341K
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-2.3K- 34.95% |
$115K - $121K
|
4.28K
$216K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.36K- 12.8% |
$118K - $125K
|
16.1K
$809K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.6K- 74.19% |
$130K - $137K
|
906
$45.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.62K- 16.42% |
$130K - $138K
|
13.3K
$672K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.92K- 46.43% |
$145K - $154K
|
3.37K
$170K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.16K- 36.99% |
$157K - $167K
|
5.38K
$271K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.45K- 17.51% |
$172K - $182K
|
16.3K
$819K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.62K- 15.1% |
$180K - $191K
|
20.4K
$1.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.81K- 16.43% |
$190K - $201K
|
19.4K
$976K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.83K- 12.01% |
$191K - $202K
|
28.1K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-4.21K- 13.53% |
$210K - $222K
|
26.9K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.35K- 26.51% |
$217K - $230K
|
12.1K
$608K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.4K- 43.66% |
$219K - $232K
|
5.67K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-4.54K- 5.62% |
$226K - $240K
|
76.2K
$3.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.62K- 74.39% |
$230K - $244K
|
1.59K
$80.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.97K- 9.39% |
$248K - $262K
|
48K
$2.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.16K- 54.4% |
$307K - $325K
|
5.16K
$260K
|
|
|
Nov 08, 2024
Q3 2024
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-6.17K- 2.12% |
$307K - $326K
|
285K
$14.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.21K- 4.41% |
$359K - $381K
|
156K
$7.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-7.53K- 36.02% |
$375K - $398K
|
13.4K
$674K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-7.75K- 27.57% |
$386K - $409K
|
20.4K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.73K- 1.65% |
$435K - $461K
|
520K
$26.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-9.22K- 13.6% |
$459K - $487K
|
58.6K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-9.67K- 22.97% |
$482K - $510K
|
32.4K
$1.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-10.4K- 48.5% |
$517K - $548K
|
11K
$556K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.5K- 9.67% |
$522K - $554K
|
98K
$4.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-11.4K- 74.49% |
$570K - $604K
|
3.92K
$197K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-11.7K- 59.73% |
$581K - $616K
|
7.86K
$396K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-13.4K- 16.92% |
$667K - $707K
|
65.8K
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.9K- 5.2% |
$694K - $736K
|
254K
$12.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14K- 15.44% |
$700K - $742K
|
76.9K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-14.1K- 54.32% |
$705K - $747K
|
11.9K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-19K- 51.52% |
$946K - $1M
|
17.9K
$900K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-24.5K- 3.63% |
$1.22M - $1.29M
|
650K
$32.8M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-28.5K- 13.83% |
$1.42M - $1.5M
|
177K
$8.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-30.5K- 3.01% |
$1.52M - $1.61M
|
983K
$49.5M
|