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
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 1.28% |
$234 - $257
|
397
$20.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1New |
$46.7 - $51.5
|
1
$51.4
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$46.7 - $51.5
|
1
$51.4
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$46.7 - $51.5
|
1
$51.4
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1- 0.01% |
$46.7 - $51.5
|
8.79K
$452K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 5.26% |
$46.7 - $51.5
|
18
$926
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-8- 5.06% |
$374 - $412
|
150
$7.71K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9- -0.0% |
$420 - $463
|
477K
$24.5M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-11- 24.44% |
$514 - $566
|
34
$1.75K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-11- 5.21% |
$514 - $566
|
200
$10.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-21- 10.94% |
$981 - $1.08K
|
171
$8.79K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-22- 2.97% |
$1.03K - $1.13K
|
718
$36.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-28- 9.59% |
$1.31K - $1.44K
|
264
$13.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-52- 1.02% |
$2.43K - $2.68K
|
5.06K
$260K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-58- 1.04% |
$2.71K - $2.99K
|
5.53K
$284K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-60- 0.64% |
$2.8K - $3.09K
|
9.37K
$482K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-62- 0.34% |
$2.9K - $3.19K
|
18.1K
$931K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-64- 45.39% |
$2.99K - $3.29K
|
77
$3.96K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-73- 0.72% |
$3.41K - $3.76K
|
10.1K
$519K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-76- 4.2% |
$3.55K - $3.91K
|
1.73K
$89.1K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-87- 0.18% |
$4.06K - $4.48K
|
47.8K
$2.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-131- 0.78% |
$6.12K - $6.74K
|
16.6K
$853K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-151- -0.0% |
$7.05K - $7.77K
|
3.59M
$184M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-165- 2.02% |
$7.71K - $8.49K
|
8.01K
$412K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-184- 2.08% |
$8.6K - $9.47K
|
8.65K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-194- 53.15% |
$9.06K - $9.99K
|
171
$8.79K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-209- 0.78% |
$9.76K - $10.8K
|
26.4K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-234- 1.86% |
$10.9K - $12K
|
12.4K
$636K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-252- 1.88% |
$11.8K - $13K
|
13.1K
$675K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-304- 0.41% |
$14.2K - $15.6K
|
73.9K
$3.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-305- 3.01% |
$14.2K - $15.7K
|
9.82K
$505K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-371- 89.4% |
$17.3K - $19.1K
|
44
$2.26K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-377- 92.86% |
$17.6K - $19.4K
|
29
$1.49K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-434- 62.0% |
$20.3K - $22.3K
|
266
$13.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-531- 1.17% |
$24.8K - $27.3K
|
44.8K
$2.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-535- 7.93% |
$25K - $27.5K
|
6.21K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-606- 0.51% |
$28.3K - $31.2K
|
118K
$6.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-638- 80.76% |
$29.8K - $32.8K
|
152
$7.82K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-649- 0.2% |
$30.3K - $33.4K
|
320K
$16.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-779- 9.14% |
$36.4K - $40.1K
|
7.75K
$398K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-820- 5.2% |
$38.3K - $42.2K
|
14.9K
$768K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-832- 16.28% |
$38.9K - $42.8K
|
4.28K
$220K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-843- 10.34% |
$39.4K - $43.4K
|
7.31K
$376K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-850- 2.47% |
$39.7K - $43.8K
|
33.6K
$1.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-889- 2.5% |
$41.5K - $45.8K
|
34.7K
$1.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-890- 1.2% |
$41.6K - $45.8K
|
73K
$3.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-911- 85.54% |
$42.6K - $46.9K
|
154
$7.92K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-977- 2.17% |
$45.6K - $50.3K
|
44.1K
$2.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.02K- 55.67% |
$47.5K - $52.3K
|
809
$41.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.04K- 6.18% |
$48.8K - $53.7K
|
15.9K
$815K
|