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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
198+ 3.83% |
$9.93K - $10.4K
|
5.36K
$275K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
181+ 21.47% |
$9.08K - $9.51K
|
1.02K
$52.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
162New |
$8.12K - $8.51K
|
162
$8.31K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
154+ 1.53% |
$7.72K - $8.09K
|
10.2K
$526K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
143New |
$7.17K - $7.52K
|
143
$7.33K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
130+ 1.52% |
$6.52K - $6.83K
|
8.68K
$445K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
125New |
$6.27K - $6.57K
|
125
$6.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
114New |
$5.72K - $5.99K
|
114
$5.85K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
101+ 0.98% |
$5.06K - $5.31K
|
10.4K
$532K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
98New |
$4.91K - $5.15K
|
98
$5.03K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
98+ 1.7% |
$4.91K - $5.15K
|
5.85K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
90New |
$4.51K - $4.73K
|
90
$4.62K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
90+ 0.2% |
$4.51K - $4.73K
|
44.2K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
86New |
$4.31K - $4.52K
|
86
$4.41K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
84New |
$4.21K - $4.42K
|
84
$4.31K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
81New |
$4.06K - $4.26K
|
81
$4.15K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
71New |
$3.56K - $3.73K
|
71
$3.64K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
69+ 0.82% |
$3.46K - $3.63K
|
8.51K
$436K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
66+ 0.85% |
$3.31K - $3.47K
|
7.82K
$401K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
66+ 2.62% |
$3.31K - $3.47K
|
2.59K
$133K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
61New |
$3.06K - $3.21K
|
61
$3.13K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
57+ 1.34% |
$2.86K - $3K
|
4.32K
$222K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
53New |
$2.66K - $2.79K
|
53
$2.72K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
53New |
$2.66K - $2.79K
|
53
$2.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
48New |
$2.41K - $2.52K
|
48
$2.46K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
48+ 1.14% |
$2.41K - $2.52K
|
4.27K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
48+ 1.55% |
$2.41K - $2.52K
|
3.14K
$161K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
48New |
$2.41K - $2.52K
|
48
$2.46K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
37+ 0.12% |
$1.86K - $1.94K
|
31.7K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
36New |
$1.81K - $1.89K
|
36
$1.85K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
25New |
$1.25K - $1.31K
|
25
$1.28K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23New |
$1.15K - $1.21K
|
23
$1.18K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
23New |
$1.15K - $1.21K
|
23
$1.18K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
23+ 18.11% |
$1.15K - $1.21K
|
150
$7.69K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 1.49% |
$1.1K - $1.16K
|
1.5K
$76.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
20+ 43.48% |
$1K - $1.05K
|
66
$3.38K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
17+ 154.55% |
$852 - $894
|
28
$1.44K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
17+ 6.77% |
$852 - $894
|
268
$13.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
11+ 3.25% |
$552 - $578
|
349
$17.9K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8+ 1.45% |
$401 - $420
|
558
$28.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 1.62% |
$150 - $158
|
188
$9.64K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3+ 1.6% |
$150 - $158
|
191
$9.79K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2+ 0.32% |
$100 - $105
|
626
$32.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$100 - $105
|
2
$103
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.96% |
$50.1 - $52.6
|
105
$5.38K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1- 1.92% |
$50.1 - $52.6
|
51
$2.62K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-38- 0.59% |
$1.91K - $2K
|
6.35K
$326K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-38- 2.74% |
$1.91K - $2K
|
1.35K
$69.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-42- 16.22% |
$2.11K - $2.21K
|
217
$11.1K
|