Purchases and Sales Made in Q4 2023 in Ishares Tr Broad Usd Inbd Etfv (USIG)

USIG Quotes by TradingView

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
Jan 19, 2024 Q4 2023
Signature Securities Group Corporation

BUY
 -
696
+ 13.45%
$32.5K - $35.8K
5.87K $302K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
584
New
$27.3K - $30.1K
584 $30K
Feb 14, 2024 Q4 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
491
+ 26.44%
$22.9K - $25.3K
2.35K $121K
Feb 13, 2024 Q4 2023
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
480
+ 10.95%
$22.4K - $24.7K
4.87K $250K
Jan 24, 2024 Q4 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
454
New
$21.2K - $23.4K
454 $23.3K
Jan 02, 2024 Q4 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
448
New
$20.9K - $23.1K
448 $23K
Feb 09, 2024 Q4 2023
Winthrop Capital Management, LLC

Carmel, IN
BUY
 -
400
New
$18.7K - $20.6K
400 $20.6K
Jan 24, 2024 Q4 2023
Arkadios Wealth Advisors

BUY
 -
382
+ 6.61%
$17.8K - $19.7K
6.16K $317K
Feb 09, 2024 Q4 2023
Clearbridge Investments, LLC

New York, NY
BUY
 -
372
+ 3.71%
$17.4K - $19.2K
10.4K $534K
Jan 18, 2024 Q4 2023
Erickson Financial Group, LLC

Allentown, PA
BUY
 -
322
+ 0.43%
$15K - $16.6K
74.8K $3.85M
Feb 05, 2024 Q4 2023
Kestra Private Wealth Services, LLC

BUY
 -
295
+ 1.26%
$13.8K - $15.2K
23.8K $1.22M
Jan 19, 2024 Q4 2023
Pfg Advisors

BUY
 -
287
+ 3.62%
$13.4K - $14.8K
8.21K $422K
Feb 28, 2024 Q4 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
275
+ 10.06%
$12.8K - $14.2K
3.01K $155K
Mar 04, 2024 Q4 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
262
+ 78.21%
$12.2K - $13.5K
597 $30.7K
Feb 12, 2024 Q4 2023
F Dx Advisors, Inc.

BUY
 -
260
+ 2.39%
$12.1K - $13.4K
11.2K $574K
Feb 13, 2024 Q4 2023
Hm Payson & CO

Portland, ME
BUY
 -
253
New
$11.8K - $13K
253 $13K
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
242
+ 23.11%
$11.3K - $12.5K
1.29K $66.3K
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
225
New
$10.5K - $11.6K
225 $11.6K
Feb 09, 2024 Q4 2023
Ogorek Anthony Joseph

BUY
 -
211
New
$9.86K - $10.9K
211 $10.8K
Feb 09, 2024 Q4 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
203
New
$9.48K - $10.5K
203 $10.4K
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
192
+ 1280.0%
$8.97K - $9.88K
207 $10.6K
Feb 13, 2024 Q4 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
176
+ 1.1%
$8.22K - $9.06K
16.2K $831K
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
174
+ 9.92%
$8.13K - $8.96K
1.93K $99.1K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
165
New
$7.71K - $8.49K
165 $8.48K
Feb 14, 2024 Q4 2023
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
160
New
$7.48K - $8.24K
160 $8.23K
Feb 06, 2024 Q4 2023
Connecticut Wealth Management, LLC

BUY
 -
156
+ 1.05%
$7.29K - $8.03K
15K $770K
Feb 05, 2024 Q4 2023
Plante Moran Financial Advisors, LLC

BUY
 -
148
New
$6.91K - $7.62K
148 $7.61K
Jan 09, 2024 Q4 2023
Ifp Advisors, Inc

BUY
 -
145
+ 18.49%
$6.77K - $7.46K
929 $47.8K
Jan 29, 2024 Q4 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
145
+ 1.72%
$6.77K - $7.46K
8.58K $441K
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

BUY
 -
143
+ 386.49%
$6.68K - $7.36K
180 $9.26K
Jan 23, 2024 Q4 2023
Cahaba Wealth Management, Inc.

BUY
 -
139
+ 1.44%
$6.49K - $7.16K
9.8K $504K
Mar 04, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
129
+ 12900.0%
$6.03K - $6.64K
130 $6.68K
Feb 13, 2024 Q4 2023
Wescott Financial Advisory Group, LLC

BUY
 -
119
+ 1.45%
$5.56K - $6.13K
8.31K $427K
Jan 29, 2024 Q4 2023
Sawtooth Solutions, LLC

BUY
 -
118
+ 2.27%
$5.51K - $6.07K
5.33K $274K
Feb 09, 2024 Q4 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
115
New
$5.37K - $5.92K
115 $5.91K
Jan 17, 2024 Q4 2023
Planned Solutions, Inc.

BUY
 -
112
New
$5.23K - $5.77K
112 $5.76K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

BUY
 -
108
+ 8.71%
$5.05K - $5.56K
1.35K $69.3K
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
BUY
 -
101
New
$4.72K - $5.2K
101 $5.19K
Feb 14, 2024 Q4 2023
Davis Capital Management

Jacksonville, FL
BUY
 -
69
New
$3.22K - $3.55K
69 $3.55K
Jan 30, 2024 Q4 2023
Quattro Financial Advisors LLC

BUY
 -
51
New
$2.38K - $2.63K
51 $2.62K
Oct 28, 2024 Q4 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
48
New
$2.24K - $2.47K
48 $2.47K
Feb 05, 2024 Q4 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
34
New
$1.59K - $1.75K
34 $1.75K
Feb 13, 2024 Q4 2023
Koss Olinger Consulting, LLC

BUY
 -
33
+ 0.37%
$1.54K - $1.7K
8.84K $454K
Feb 14, 2024 Q4 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
25
+ 0.2%
$1.17K - $1.29K
12.3K $632K
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

BUY
 -
14
+ 43.75%
$654 - $721
46 $2.37K
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
14
New
$654 - $721
14 $720
Feb 14, 2024 Q4 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
13
New
$607 - $669
13 $668
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

BUY
 -
8
+ 1.45%
$374 - $412
561 $28.8K
Feb 09, 2024 Q4 2023
Covestor LTD

Boston, MA
BUY
 -
6
New
$280 - $309
6 $309

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