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 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-54- 16.31% |
$2.71K - $2.84K
|
277
$14.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-65- 1.06% |
$3.26K - $3.42K
|
6.09K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-77- 0.64% |
$3.86K - $4.05K
|
12K
$615K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-81- 32.93% |
$4.06K - $4.26K
|
165
$8.46K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-95- 2.19% |
$4.76K - $4.99K
|
4.24K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-108- 4.85% |
$5.42K - $5.68K
|
2.12K
$109K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-116- 1.97% |
$5.82K - $6.1K
|
5.78K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-118- 0.12% |
$5.92K - $6.2K
|
96.3K
$4.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-122- 2.9% |
$6.12K - $6.41K
|
4.08K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-122- 3.63% |
$6.12K - $6.41K
|
3.24K
$166K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-130- 0.91% |
$6.52K - $6.83K
|
14.2K
$726K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-132- 2.01% |
$6.62K - $6.94K
|
6.44K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-136- 0.16% |
$6.82K - $7.15K
|
83.2K
$4.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-159- 2.32% |
$7.97K - $8.36K
|
6.71K
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-171- 2.57% |
$8.57K - $8.99K
|
6.49K
$333K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-174- 3.12% |
$8.72K - $9.15K
|
5.41K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-186- 1.23% |
$9.33K - $9.78K
|
14.9K
$763K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-193- 0.42% |
$9.68K - $10.1K
|
45.9K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-204- 40.16% |
$10.2K - $10.7K
|
304
$15.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-215- 8.68% |
$10.8K - $11.3K
|
2.26K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-221- 4.61% |
$11.1K - $11.6K
|
4.57K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-225- 7.85% |
$11.3K - $11.8K
|
2.64K
$136K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-229- 14.39% |
$11.5K - $12K
|
1.36K
$69.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-245- 3.73% |
$12.3K - $12.9K
|
6.32K
$324K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-328- 7.91% |
$16.4K - $17.2K
|
3.82K
$196K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-391- 1.92% |
$19.6K - $20.6K
|
20K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-396- 1.26% |
$19.9K - $20.8K
|
31K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-396- 5.12% |
$19.9K - $20.8K
|
7.34K
$376K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-428- 19.06% |
$21.5K - $22.5K
|
1.82K
$93.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-507- 10.69% |
$25.4K - $26.6K
|
4.24K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-520- 38.15% |
$26.1K - $27.3K
|
843
$43.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-633- 2.91% |
$31.7K - $33.3K
|
21.1K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-641- 0.76% |
$32.1K - $33.7K
|
83.6K
$4.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-707- 3.47% |
$35.4K - $37.2K
|
19.7K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-710- 2.8% |
$35.6K - $37.3K
|
24.7K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-779- 1.97% |
$39.1K - $40.9K
|
38.7K
$1.99M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-818- 63.51% |
$41K - $43K
|
470
$24.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-867- 13.95% |
$43.5K - $45.6K
|
5.35K
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-876- 1.83% |
$43.9K - $46K
|
47.1K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-974- 87.59% |
$48.8K - $51.2K
|
138
$7.08K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.01K- 15.51% |
$50.4K - $52.8K
|
5.47K
$281K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 20.3% |
$54.8K - $57.4K
|
4.29K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.15K- 1.91% |
$57.5K - $60.2K
|
58.8K
$3.01M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.16K- 9.73% |
$58K - $60.8K
|
10.7K
$551K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.2K- 69.38% |
$60.2K - $63.1K
|
530
$27.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.24K- 13.49% |
$62.2K - $65.2K
|
7.95K
$408K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.29K- 19.05% |
$64.6K - $67.7K
|
5.47K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.6K- 6.6% |
$80.2K - $84K
|
22.6K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.84K- 2.3% |
$92K - $96.4K
|
77.9K
$4M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2K- 5.04% |
$100K - $105K
|
37.6K
$1.93M
|