Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.67MNew |
$78.2M - $86.2M
|
1.67M
$85.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.17M+ 1006.2% |
$54.8M - $60.4M
|
1.29M
$65.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
741KNew |
$34.6M - $38.1M
|
741K
$37.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
619K+ 15.89% |
$28.9M - $31.8M
|
4.51M
$229M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
579KNew |
$27M - $29.8M
|
579K
$29.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
428K+ 193.42% |
$20M - $22M
|
649K
$33M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
421K+ 18.54% |
$19.7M - $21.7M
|
2.69M
$137M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
409K+ 3.54% |
$19.1M - $21M
|
12M
$608M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
351K+ 130.21% |
$16.4M - $18.1M
|
621K
$31.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
280K+ 38.74% |
$13.1M - $14.4M
|
1M
$51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
237K+ 9.86% |
$11.1M - $12.2M
|
2.64M
$135M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
191K+ 170.44% |
$8.92M - $9.82M
|
303K
$15.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
158K+ 3.97% |
$7.37M - $8.12M
|
4.13M
$210M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
145KNew |
$6.79M - $7.48M
|
145K
$7.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
140K+ 143.34% |
$6.52M - $7.19M
|
237K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
137K+ 25.5% |
$6.41M - $7.06M
|
675K
$34.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
133K+ 199.27% |
$6.23M - $6.87M
|
200K
$10.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
103KNew |
$4.83M - $5.32M
|
103K
$5.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
93.7KNew |
$4.38M - $4.82M
|
93.7K
$4.77M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
93.7KNew |
$4.38M - $4.82M
|
93.7K
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
90.6K+ 13.84% |
$4.23M - $4.67M
|
745K
$37.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
87.8K+ 16.27% |
$4.1M - $4.52M
|
628K
$31.9M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
85.4KNew |
$3.99M - $4.4M
|
85.4K
$4.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
84.9KNew |
$3.96M - $4.37M
|
84.9K
$4.32M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
80KNew |
$3.74M - $4.12M
|
80K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
69.2KNew |
$3.23M - $3.56M
|
69.2K
$3.52M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
67KNew |
$3.13M - $3.45M
|
67K
$3.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
55.7K+ 17.59% |
$2.6M - $2.87M
|
372K
$18.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
54.7K+ 5.02% |
$2.56M - $2.82M
|
1.14M
$58.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
52.9K+ 85.65% |
$2.47M - $2.73M
|
115K
$5.84M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
52.8K+ 10.79% |
$2.46M - $2.72M
|
542K
$27.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.1K+ 7.19% |
$2.25M - $2.48M
|
718K
$36.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
46.1K+ 50.08% |
$2.15M - $2.37M
|
138K
$7.02M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
45.7K+ 158.01% |
$2.14M - $2.35M
|
74.7K
$3.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
43.2K+ 36.75% |
$2.02M - $2.23M
|
161K
$8.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
42.2K+ 26.25% |
$1.97M - $2.17M
|
203K
$10.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
42.1KNew |
$1.97M - $2.17M
|
42.1K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
37.4K+ 2.43% |
$1.75M - $1.93M
|
1.58M
$80.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
35.7KNew |
$1.67M - $1.84M
|
35.7K
$1.81M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
33.2K+ 10268.11% |
$1.55M - $1.71M
|
33.5K
$1.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
33.2K+ 10268.11% |
$1.55M - $1.71M
|
33.5K
$1.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
29.1K+ 1.4% |
$1.36M - $1.5M
|
2.1M
$107M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.7KNew |
$1.2M - $1.33M
|
25.7K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
25.7KNew |
$1.2M - $1.32M
|
25.7K
$1.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
20.6KNew |
$964K - $1.06M
|
20.6K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
19.8K+ 0.37% |
$926K - $1.02M
|
5.31M
$270M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
17.7KNew |
$829K - $914K
|
17.7K
$903K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
17.6K+ 3.15% |
$822K - $906K
|
577K
$29.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
17.4K+ 27.53% |
$814K - $897K
|
80.8K
$4.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.5KNew |
$770K - $849K
|
16.5K
$839K
|