Purchases and Sales Made in Q4 2022 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 2022. 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 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.35K- 38.94% |
$157K - $170K
|
5.26K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.39K- 70.75% |
$158K - $172K
|
1.4K
$70.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-3.39K- 6.0% |
$159K - $172K
|
53.2K
$2.67M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.42K- 1.72% |
$160K - $173K
|
195K
$9.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.09K- 17.36% |
$191K - $207K
|
19.5K
$979K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.27K- 2.94% |
$199K - $216K
|
141K
$7.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-4.62K- 4.38% |
$216K - $234K
|
101K
$5.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-4.8K- 5.27% |
$224K - $243K
|
86.1K
$4.33M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-5.05K- 25.42% |
$236K - $256K
|
14.8K
$745K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.34K- 29.56% |
$249K - $271K
|
12.7K
$639K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.63K- 15.29% |
$263K - $285K
|
31.2K
$1.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-6.75K- 29.28% |
$315K - $342K
|
16.3K
$820K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-7.01K- 1.96% |
$328K - $355K
|
350K
$17.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.27K- 16.0% |
$340K - $368K
|
38.2K
$1.92M
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-7.46K- 12.22% |
$348K - $378K
|
53.5K
$2.69M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.19KClosed |
$383K - $415K
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-9K- 27.94% |
$421K - $456K
|
23.2K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-9.12K- 8.79% |
$426K - $462K
|
94.7K
$4.76M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.31K- 3.53% |
$435K - $472K
|
254K
$12.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-9.69K- 30.57% |
$453K - $491K
|
22K
$1.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-10.1K- 15.32% |
$472K - $512K
|
55.8K
$2.81M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.2K- 23.14% |
$474K - $514K
|
33.7K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-11.4KClosed |
$531K - $576K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.4K- 96.16% |
$533K - $578K
|
455
$22.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11.7K- 77.97% |
$546K - $592K
|
3.3K
$166K
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
SELL
|
- |
-12.3K- 47.16% |
$575K - $623K
|
13.8K
$693K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-15.3K- 40.85% |
$715K - $775K
|
22.2K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.7K- 10.2% |
$736K - $798K
|
139K
$6.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-16.2K- 54.5% |
$758K - $822K
|
13.5K
$681K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.5K- 22.57% |
$818K - $887K
|
60K
$3.02M
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-19.1K- 4.01% |
$892K - $967K
|
457K
$23M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-19.4K- 25.07% |
$907K - $984K
|
58K
$2.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-19.7K- 1.03% |
$921K - $999K
|
1.89M
$94.8M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.5K- 36.88% |
$958K - $1.04M
|
35.1K
$1.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-22.6K- 10.55% |
$1.05M - $1.14M
|
191K
$9.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24K- 0.59% |
$1.12M - $1.22M
|
4.08M
$205M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.4K- 5.38% |
$1.19M - $1.29M
|
447K
$22.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.7K- 19.94% |
$1.2M - $1.3M
|
103K
$5.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-25.8K- 12.36% |
$1.21M - $1.31M
|
183K
$9.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26.9K- 30.9% |
$1.26M - $1.36M
|
60.1K
$3.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-27K- 21.67% |
$1.26M - $1.37M
|
97.6K
$4.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-28.2K- 6.26% |
$1.32M - $1.43M
|
423K
$21.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-36.2K- 84.45% |
$1.69M - $1.83M
|
6.67K
$335K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-38.7K- 45.28% |
$1.81M - $1.96M
|
46.8K
$2.35M
|
|
|
Feb 01, 2023
Q4 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-39K- 2.98% |
$1.82M - $1.98M
|
1.27M
$63.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-39.9K- 3.58% |
$1.87M - $2.02M
|
1.08M
$54.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-44.2K- 9.45% |
$2.07M - $2.24M
|
424K
$21.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-46.1K- 1.5% |
$2.16M - $2.34M
|
3.03M
$152M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-47K- 6.13% |
$2.2M - $2.38M
|
719K
$36.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-51.2K- 8.21% |
$2.39M - $2.59M
|
572K
$28.8M
|