Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.71K+ 11.06% |
$458K - $468K
|
77.5K
$3.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.61KNew |
$452K - $462K
|
7.61K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
7.6KNew |
$451K - $462K
|
7.6K
$383K
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
7.09KNew |
$420K - $430K
|
7.09K
$357K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.39K+ 49.73% |
$379K - $388K
|
19.3K
$970K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.22KNew |
$369K - $377K
|
6.22K
$313K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
5.66K+ 71.57% |
$336K - $344K
|
13.6K
$684K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.64K+ 46.87% |
$334K - $342K
|
17.7K
$890K
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
5.5KNew |
$326K - $334K
|
5.5K
$277K
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
5.3KNew |
$315K - $322K
|
5.3K
$267K
|
|
|
Aug 22, 2024
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
5.12K+ 39.82% |
$304K - $311K
|
18K
$906K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.1KNew |
$302K - $310K
|
5.1K
$257K
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
5.05K+ 22.35% |
$300K - $307K
|
27.7K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.62K+ 137.79% |
$274K - $281K
|
7.98K
$402K
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
4.59KNew |
$272K - $279K
|
4.59K
$231K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.58KNew |
$272K - $278K
|
4.58K
$231K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.45K+ 14.61% |
$264K - $270K
|
34.9K
$1.76M
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.38K+ 32.16% |
$260K - $266K
|
18K
$907K
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.21K+ 11.56% |
$250K - $256K
|
40.6K
$2.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
4.12KNew |
$245K - $250K
|
4.12K
$208K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.06K+ 0.81% |
$241K - $247K
|
508K
$25.6M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.7KNew |
$220K - $225K
|
3.7K
$187K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.56KNew |
$211K - $216K
|
3.56K
$179K
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
3.44K+ 1.7% |
$204K - $209K
|
205K
$10.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.36KNew |
$199K - $204K
|
3.36K
$169K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.35KNew |
$199K - $204K
|
3.35K
$169K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.29K+ 6.36% |
$195K - $200K
|
55K
$2.77M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.13K+ 7.44% |
$186K - $190K
|
45.2K
$2.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.12K+ 2.74% |
$185K - $189K
|
117K
$5.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.03K+ 79.43% |
$180K - $184K
|
6.84K
$344K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.88K+ 1.4% |
$171K - $175K
|
209K
$10.5M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.88K+ 1.4% |
$171K - $175K
|
209K
$10.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2.74K+ 31.38% |
$163K - $167K
|
11.5K
$579K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
2.73K+ 15.93% |
$162K - $166K
|
19.9K
$1M
|
|
|
Feb 01, 2022
Q4 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.66K+ 5.37% |
$157K - $161K
|
52.1K
$2.62M
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
2.57K+ 8.65% |
$152K - $156K
|
32.2K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.44K+ 30.63% |
$145K - $148K
|
10.4K
$524K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.21K+ 20.67% |
$131K - $134K
|
12.9K
$648K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.13K+ 9.55% |
$126K - $129K
|
24.4K
$1.23M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.73KNew |
$103K - $105K
|
1.73K
$87.2K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
1.57K+ 147.55% |
$93K - $95.2K
|
2.63K
$132K
|
|
|
Feb 07, 2022
Q4 2021
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.51K+ 1.24% |
$89.8K - $91.9K
|
123K
$6.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.45K+ 15.1% |
$86K - $88.1K
|
11.1K
$557K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.28KNew |
$75.6K - $77.4K
|
1.28K
$64.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.23K+ 18.48% |
$73.1K - $74.9K
|
7.9K
$398K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
1.23K+ 18.48% |
$73.1K - $74.9K
|
7.9K
$398K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.17K+ 4.94% |
$69.1K - $70.8K
|
24.7K
$1.25M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1K+ 19.64% |
$59.3K - $60.7K
|
6.09K
$307K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
834+ 15.94% |
$49.5K - $50.6K
|
6.07K
$306K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
794+ 12.84% |
$47.1K - $48.2K
|
6.98K
$352K
|