Purchases and Sales Made in Q4 2024 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 2024. 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 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
77.7K+ 11.72% |
$3.9M - $4.08M
|
741K
$37.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
69.7K+ 5.61% |
$3.5M - $3.66M
|
1.31M
$66.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
61.3KNew |
$3.07M - $3.22M
|
61.3K
$3.09M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
44.4K+ 19.12% |
$2.22M - $2.33M
|
276K
$13.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
42.8K+ 17.98% |
$2.14M - $2.25M
|
281K
$14.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
39.4K+ 45.65% |
$1.98M - $2.07M
|
126K
$6.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
35.3K+ 48.24% |
$1.77M - $1.85M
|
108K
$5.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
25.1KNew |
$1.26M - $1.32M
|
25.1K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
22.5K+ 26.14% |
$1.13M - $1.18M
|
109K
$5.48M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
21.6K+ 491.05% |
$1.08M - $1.13M
|
26K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19.8K+ 9.82% |
$992K - $1.04M
|
221K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19.4K+ 144.85% |
$972K - $1.02M
|
32.8K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11K+ 5.93% |
$554K - $581K
|
197K
$9.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.44K+ 3.57% |
$373K - $391K
|
216K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.6KNew |
$231K - $242K
|
4.6K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.52K+ 5.41% |
$227K - $238K
|
88.1K
$4.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.12K+ 85.87% |
$206K - $216K
|
8.91K
$449K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.1KNew |
$205K - $215K
|
4.1K
$206K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.95K+ 34.85% |
$198K - $208K
|
15.3K
$770K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3.89K+ 4.66% |
$195K - $204K
|
87.4K
$4.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.57K+ 45.43% |
$179K - $188K
|
11.4K
$576K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.28KNew |
$164K - $172K
|
3.28K
$165K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
2.54K+ 1.59% |
$127K - $134K
|
163K
$8.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
1.45K+ 2.47% |
$72.6K - $76.1K
|
60K
$3.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.43K+ 0.7% |
$71.8K - $75.3K
|
207K
$10.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.28K+ 7.96% |
$64.1K - $67.2K
|
17.3K
$874K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
588+ 14.76% |
$29.5K - $30.9K
|
4.57K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
584+ 170.76% |
$29.3K - $30.7K
|
926
$46.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
571+ 7.18% |
$28.6K - $30K
|
8.52K
$429K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
555+ 3.55% |
$27.8K - $29.2K
|
16.2K
$815K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
528+ 7.35% |
$26.5K - $27.8K
|
7.71K
$388K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
444New |
$22.3K - $23.3K
|
444
$22.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
313+ 1490.48% |
$15.7K - $16.5K
|
334
$16.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
263+ 6.59% |
$13.2K - $13.8K
|
4.26K
$214K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
208+ 50.73% |
$10.4K - $10.9K
|
618
$31.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
162New |
$8.12K - $8.51K
|
162
$8.16K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
71New |
$3.56K - $3.73K
|
71
$3.58K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
57+ 1.34% |
$2.86K - $3K
|
4.32K
$218K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
53New |
$2.66K - $2.79K
|
53
$2.67K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
48New |
$2.41K - $2.52K
|
48
$2.42K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
25New |
$1.25K - $1.31K
|
25
$1.26K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2+ 0.32% |
$100 - $105
|
626
$31.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.96% |
$50.1 - $52.6
|
105
$5.29K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-54- 16.31% |
$2.71K - $2.84K
|
277
$14K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-122- 2.9% |
$6.12K - $6.41K
|
4.08K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-174- 3.12% |
$8.72K - $9.15K
|
5.41K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-186- 1.23% |
$9.33K - $9.78K
|
14.9K
$750K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-193- 0.42% |
$9.68K - $10.1K
|
45.9K
$2.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-507- 10.69% |
$25.4K - $26.6K
|
4.24K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-520- 38.15% |
$26.1K - $27.3K
|
843
$42.5K
|