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 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.06K- 2.63% |
$103K - $108K
|
76.4K
$3.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.14K- 2.8% |
$107K - $113K
|
74.3K
$3.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.17K- 3.21% |
$109K - $114K
|
65.3K
$3.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.19K- 12.09% |
$110K - $115K
|
15.9K
$817K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.27K- 33.31% |
$114K - $119K
|
4.54K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.41K- 23.49% |
$121K - $127K
|
7.84K
$402K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.69K- 32.84% |
$135K - $142K
|
5.51K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.6K- 16.04% |
$181K - $189K
|
18.9K
$967K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-3.64K- 1.37% |
$183K - $191K
|
263K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-3.78K- 18.8% |
$189K - $198K
|
16.3K
$836K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.79K- 48.87% |
$190K - $199K
|
3.97K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.11K- 1.62% |
$206K - $216K
|
250K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-4.14K- 85.07% |
$208K - $218K
|
727
$37.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-4.72KClosed |
$237K - $248K
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.77K- 30.41% |
$239K - $251K
|
10.9K
$559K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.06K- 20.46% |
$254K - $266K
|
19.7K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-5.25K- 47.57% |
$263K - $276K
|
5.78K
$297K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-5.27K- 53.31% |
$264K - $277K
|
4.62K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.77K- 24.96% |
$289K - $303K
|
17.4K
$890K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.94K- 22.03% |
$298K - $312K
|
21K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.63K- 15.34% |
$332K - $348K
|
36.6K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.78K- 35.0% |
$340K - $356K
|
12.6K
$646K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.97K- 9.06% |
$349K - $366K
|
69.9K
$3.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-7.18K- 1.94% |
$360K - $377K
|
363K
$18.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.98K- 2.03% |
$400K - $420K
|
385K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-8.25K- 0.84% |
$414K - $434K
|
974K
$50M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.33K- 1.43% |
$418K - $438K
|
574K
$29.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-9.34K- 33.29% |
$468K - $491K
|
18.7K
$960K
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-9.8K- 42.22% |
$491K - $515K
|
13.4K
$688K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-10.5K- 4.93% |
$526K - $551K
|
202K
$10.4M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-11.6K- 66.63% |
$580K - $608K
|
5.8K
$297K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-13.7K- 8.78% |
$688K - $721K
|
142K
$7.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-13.9K- 11.15% |
$695K - $728K
|
110K
$5.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-14.8K- 16.14% |
$742K - $778K
|
76.9K
$3.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-16.4K- 50.69% |
$824K - $864K
|
16K
$820K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-22.2K- 9.0% |
$1.11M - $1.17M
|
225K
$11.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-23.2K- 47.78% |
$1.17M - $1.22M
|
25.4K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28.4K- 10.86% |
$1.43M - $1.5M
|
233K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.8K- 1.11% |
$1.45M - $1.52M
|
2.56M
$131M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-31.7K- 16.47% |
$1.59M - $1.67M
|
161K
$8.26M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-33.6K- 24.51% |
$1.69M - $1.77M
|
104K
$5.31M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-33.6K- 24.51% |
$1.69M - $1.77M
|
104K
$5.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-39.4K- 4.58% |
$1.98M - $2.07M
|
821K
$42.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-42.1K- 17.85% |
$2.11M - $2.21M
|
194K
$9.92M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-53.6K- 30.25% |
$2.69M - $2.82M
|
124K
$6.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-58.2K- 12.03% |
$2.92M - $3.06M
|
425K
$21.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-65.2K- 2.9% |
$3.27M - $3.42M
|
2.18M
$112M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-73.1K- 22.11% |
$3.67M - $3.84M
|
258K
$13.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-73.8K- 82.57% |
$3.7M - $3.88M
|
15.6K
$799K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-92.1K- 94.0% |
$4.62M - $4.84M
|
5.88K
$301K
|