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
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.63KNew |
$216K - $239K
|
4.63K
$238K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.27KNew |
$200K - $220K
|
4.27K
$220K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.27KNew |
$200K - $220K
|
4.27K
$220K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
4.26KNew |
$199K - $219K
|
4.26K
$219K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
4.25K+ 67.41% |
$199K - $219K
|
10.6K
$543K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
4.22KNew |
$197K - $217K
|
4.22K
$217K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.11K+ 2.04% |
$192K - $212K
|
206K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.1K+ 11.98% |
$192K - $211K
|
38.3K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.98KNew |
$186K - $205K
|
3.98K
$204K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
3.95KNew |
$185K - $203K
|
3.95K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.94KNew |
$184K - $203K
|
3.94K
$203K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.82K+ 12.2% |
$178K - $197K
|
35.1K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.74KNew |
$175K - $193K
|
3.74K
$192K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
3.55K+ 16.19% |
$166K - $183K
|
25.5K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.34K+ 70.25% |
$156K - $172K
|
8.1K
$416K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.31K+ 6.56% |
$155K - $170K
|
53.8K
$2.76M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.3K+ 1790.76% |
$154K - $170K
|
3.48K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.09KNew |
$144K - $159K
|
3.09K
$159K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.04K+ 15.32% |
$142K - $157K
|
22.9K
$1.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.95K+ 41.4% |
$138K - $152K
|
10.1K
$518K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.91KNew |
$136K - $150K
|
2.91K
$150K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.88K+ 18.44% |
$135K - $148K
|
18.5K
$951K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.87K+ 63.01% |
$134K - $148K
|
7.43K
$382K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.78K+ 56.65% |
$130K - $143K
|
7.68K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.61KNew |
$122K - $134K
|
2.61K
$134K
|
|
|
Feb 09, 2024
Q4 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
2.42K+ 2.36% |
$113K - $125K
|
105K
$5.41M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2.18KNew |
$102K - $112K
|
2.18K
$112K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.08K+ 21.72% |
$97.1K - $107K
|
11.7K
$599K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.94KNew |
$90.7K - $100K
|
1.94K
$99.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.85K+ 41.1% |
$86.6K - $95.4K
|
6.36K
$327K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.83K+ 2.22% |
$85.3K - $94K
|
84.1K
$4.33M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.75K+ 35.09% |
$81.9K - $90.2K
|
6.75K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.57K+ 17.59% |
$73.4K - $80.9K
|
10.5K
$540K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.52KNew |
$71K - $78.2K
|
1.52K
$78.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.42KNew |
$66.5K - $73.3K
|
1.42K
$73.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.35KNew |
$63.2K - $69.6K
|
1.35K
$69.5K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.31KNew |
$61.1K - $67.3K
|
1.31K
$67.3K
|
|
|
Aug 28, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.29K+ 10.69% |
$60.4K - $66.5K
|
13.4K
$688K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
1.18K+ 6.02% |
$55.3K - $60.9K
|
20.8K
$1.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
BUY
|
- |
1.15K+ 2.1% |
$53.8K - $59.3K
|
55.9K
$2.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.15K+ 12.06% |
$53.8K - $59.3K
|
10.7K
$550K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
1.15K+ 1.76% |
$53.7K - $59.2K
|
66.6K
$3.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1.14K+ 13.22% |
$53.3K - $58.7K
|
9.77K
$502K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.13K+ 17.76% |
$52.8K - $58.2K
|
7.49K
$385K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.05K+ 2635.0% |
$49.2K - $54.3K
|
1.09K
$56.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 3.57% |
$48.4K - $53.3K
|
30K
$1.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
903+ 1.28% |
$42.2K - $46.5K
|
71.6K
$3.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
869+ 1738.0% |
$40.6K - $44.7K
|
919
$47.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
782+ 35.51% |
$36.5K - $40.3K
|
2.98K
$153K
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
711+ 1.18% |
$33.2K - $36.6K
|
60.9K
$3.13M
|