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 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
15.4K+ 91.89% |
$722K - $795K
|
32.3K
$1.64M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
15.2KNew |
$710K - $782K
|
15.2K
$773K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
13.7KNew |
$641K - $706K
|
13.7K
$697K
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
13.4K+ 27.54% |
$627K - $691K
|
62.1K
$3.16M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
13.2K+ 105.1% |
$615K - $678K
|
25.7K
$1.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.2KNew |
$614K - $677K
|
13.2K
$669K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
13.1K+ 1.71% |
$611K - $673K
|
777K
$39.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
13.1K+ 98.57% |
$610K - $672K
|
26.3K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.6K+ 16.81% |
$587K - $647K
|
87.3K
$4.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
12.5KNew |
$585K - $645K
|
12.5K
$637K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.5KNew |
$537K - $591K
|
11.5K
$584K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
10.7K+ 4.84% |
$502K - $553K
|
233K
$11.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.3KNew |
$479K - $528K
|
10.3K
$522K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.2K+ 58.59% |
$478K - $527K
|
27.7K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
9.26KNew |
$433K - $477K
|
9.26K
$471K
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
9.07KNew |
$424K - $467K
|
9.07K
$462K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.99K+ 13.14% |
$420K - $463K
|
77.4K
$3.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.9KNew |
$416K - $458K
|
8.9K
$453K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
8.82K+ 0.14% |
$412K - $454K
|
6.17M
$314M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
8.33K+ 3.15% |
$389K - $429K
|
273K
$13.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
8.32KNew |
$389K - $428K
|
8.32K
$423K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.25KNew |
$385K - $425K
|
8.25K
$420K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.23K+ 64.8% |
$385K - $424K
|
20.9K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.15K+ 45.63% |
$381K - $419K
|
26K
$1.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.99K+ 89.26% |
$373K - $411K
|
16.9K
$862K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.78K+ 8.38% |
$364K - $401K
|
101K
$5.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7.48KNew |
$350K - $385K
|
7.48K
$381K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.4K+ 2.03% |
$346K - $381K
|
372K
$18.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
7.1K+ 13.04% |
$332K - $366K
|
61.5K
$3.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.97KNew |
$325K - $359K
|
6.97K
$354K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.94K+ 36.85% |
$324K - $357K
|
25.8K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.66K+ 13.55% |
$311K - $343K
|
55.8K
$2.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
6.6K+ 2.17% |
$308K - $340K
|
311K
$15.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
6.52KNew |
$305K - $336K
|
6.52K
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
6.48KNew |
$303K - $333K
|
6.48K
$329K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.18KNew |
$289K - $318K
|
6.18K
$315K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.06K+ 14.44% |
$283K - $312K
|
48K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.04KNew |
$282K - $311K
|
6.04K
$307K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
6.03K+ 30.64% |
$281K - $310K
|
25.7K
$1.31M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.98KNew |
$279K - $308K
|
5.98K
$304K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
5.9K+ 34.81% |
$276K - $304K
|
22.9K
$1.16M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
5.75KNew |
$268K - $296K
|
5.75K
$292K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.73K+ 121.15% |
$268K - $295K
|
10.5K
$532K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
5.27KNew |
$246K - $271K
|
5.27K
$268K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.16KNew |
$241K - $265K
|
5.16K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
5.15K+ 19.8% |
$241K - $265K
|
31.1K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.13KNew |
$240K - $264K
|
5.13K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.9KNew |
$229K - $252K
|
4.9K
$249K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.89KNew |
$228K - $252K
|
4.89K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.84KNew |
$226K - $249K
|
4.84K
$246K
|