Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
918New |
$49.9K - $54.5K
|
918
$46.7K
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
736+ 7.51% |
$40K - $43.7K
|
10.5K
$536K
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
627New |
$34.1K - $37.2K
|
627
$31.9K
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
619+ 8.19% |
$33.6K - $36.7K
|
8.17K
$416K
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
607+ 8.15% |
$33K - $36K
|
8.06K
$410K
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
566New |
$30.8K - $33.6K
|
566
$28.8K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
542+ 2.05% |
$29.5K - $32.2K
|
27K
$1.37M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
464+ 4.27% |
$25.2K - $27.5K
|
11.3K
$576K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
428+ 951.11% |
$23.3K - $25.4K
|
473
$24.1K
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
400New |
$21.7K - $23.7K
|
400
$20.3K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
397+ 5.69% |
$21.6K - $23.6K
|
7.38K
$375K
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
378+ 1.55% |
$20.5K - $22.4K
|
24.8K
$1.26M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
361+ 9.78% |
$19.6K - $21.4K
|
4.05K
$206K
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
313+ 0.97% |
$17K - $18.6K
|
32.5K
$1.65M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
308+ 3.37% |
$16.7K - $18.3K
|
9.45K
$481K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
295+ 4.86% |
$16K - $17.5K
|
6.36K
$324K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
260New |
$14.1K - $15.4K
|
260
$13.2K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
231+ 5.6% |
$12.6K - $13.7K
|
4.36K
$221K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
220+ 4.89% |
$12K - $13.1K
|
4.72K
$240K
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
220+ 4.62% |
$12K - $13.1K
|
4.98K
$253K
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
215+ 3.03% |
$11.7K - $12.8K
|
7.32K
$372K
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
203+ 3.27% |
$11K - $12K
|
6.41K
$326K
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
202New |
$11K - $12K
|
202
$10.3K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
143+ 1.38% |
$7.77K - $8.48K
|
10.5K
$536K
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
140+ 15.84% |
$7.61K - $8.3K
|
1.02K
$52.1K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
139+ 1.24% |
$7.56K - $8.25K
|
11.4K
$577K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
130+ 13.33% |
$7.07K - $7.71K
|
1.11K
$56.2K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
120+ 7.5% |
$6.52K - $7.12K
|
1.72K
$87.5K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
119New |
$6.47K - $7.06K
|
119
$6.05K
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
78+ 55.71% |
$4.24K - $4.63K
|
218
$11.1K
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
69+ 1.38% |
$3.75K - $4.09K
|
5.06K
$257K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
63New |
$3.42K - $3.74K
|
63
$3.2K
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
38+ 0.41% |
$2.07K - $2.25K
|
9.37K
$477K
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
34+ 100.0% |
$1.85K - $2.02K
|
68
$3.46K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27+ 0.47% |
$1.47K - $1.6K
|
5.8K
$295K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 5.23% |
$1.25K - $1.36K
|
463
$23.5K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20New |
$1.09K - $1.19K
|
20
$1.02K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14+ 0.01% |
$761 - $830
|
266K
$13.5M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13+ 3.78% |
$707 - $771
|
357
$18.2K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10+ 0.21% |
$544 - $593
|
4.82K
$245K
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
5New |
$272 - $297
|
5
$254
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
4+ 0.3% |
$217 - $237
|
1.35K
$68.5K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$163 - $178
|
3
$153
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 5.26% |
$54.4 - $59.3
|
20
$1.02K
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 1.96% |
$54.4 - $59.3
|
50
$2.54K
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-5Closed |
$272 - $297
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-6Closed |
$326 - $356
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-8- 0.12% |
$435 - $475
|
6.48K
$330K
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-11Closed |
$598 - $653
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-17Closed |
$924 - $1.01K
|
0
$0
|