Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
44.4MNew |
$2.22B - $2.28B
|
44.4M
$2.23B
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.67M+ 214.52% |
$284M - $291M
|
8.32M
$419M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.93M+ 104.16% |
$147M - $150M
|
5.74M
$289M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
664K+ 10.76% |
$33.2M - $34.1M
|
6.84M
$344M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
599K+ 1000.78% |
$30M - $30.7M
|
659K
$33.1M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
450K+ 16.71% |
$22.5M - $23.1M
|
3.14M
$158M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
411K+ 7.74% |
$20.6M - $21.1M
|
5.72M
$288M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
396K+ 5.7% |
$19.8M - $20.3M
|
7.34M
$369M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
370K+ 28.71% |
$18.5M - $19M
|
1.66M
$83.5M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
355K+ 1.28% |
$17.8M - $18.2M
|
28.2M
$1.42B
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
345K+ 2.88% |
$17.3M - $17.7M
|
12.3M
$619M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
321K+ 13.84% |
$16.1M - $16.5M
|
2.64M
$133M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
321K+ 13.84% |
$16.1M - $16.5M
|
2.64M
$133M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
236KNew |
$11.8M - $12.1M
|
236K
$11.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
229K+ 5.55% |
$11.5M - $11.8M
|
4.36M
$219M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
228K+ 15002.76% |
$11.4M - $11.7M
|
230K
$11.5M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
219K+ 32.45% |
$11M - $11.2M
|
894K
$45M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
210K+ 2360.4% |
$10.5M - $10.8M
|
219K
$11M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
187K+ 50.15% |
$9.35M - $9.59M
|
559K
$28.1M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
136K+ 160.49% |
$6.82M - $6.99M
|
221K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
121KNew |
$6.04M - $6.19M
|
121K
$6.07M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
120K+ 52.15% |
$6.03M - $6.18M
|
351K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
119KNew |
$5.97M - $6.12M
|
119K
$6M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
90.1K+ 2.0% |
$4.51M - $4.62M
|
4.6M
$231M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
87.9K+ 172384.31% |
$4.4M - $4.51M
|
88K
$4.43M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
83KNew |
$4.15M - $4.26M
|
83K
$4.18M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
73.7K+ 86.25% |
$3.69M - $3.78M
|
159K
$8.01M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
70K+ 67.77% |
$3.51M - $3.59M
|
173K
$8.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
66.8KNew |
$3.34M - $3.43M
|
66.8K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
62.9K+ 52.78% |
$3.15M - $3.23M
|
182K
$9.17M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
58.3K+ 2.77% |
$2.92M - $2.99M
|
2.16M
$109M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
56.4K+ 49.13% |
$2.82M - $2.89M
|
171K
$8.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
55.6K+ 40.25% |
$2.78M - $2.85M
|
194K
$9.74M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
47.7KNew |
$2.39M - $2.45M
|
47.7K
$2.4M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
47.1KNew |
$2.36M - $2.42M
|
47.1K
$2.37M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
45.1K+ 48.16% |
$2.26M - $2.32M
|
139K
$6.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
43.6K+ 7.55% |
$2.18M - $2.24M
|
621K
$31.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.8K+ 121.95% |
$2.14M - $2.2M
|
78K
$3.92M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
38.4K+ 13.84% |
$1.92M - $1.97M
|
316K
$15.9M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
37.5K+ 1.66% |
$1.87M - $1.92M
|
2.29M
$115M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
36.1K+ 598.91% |
$1.81M - $1.85M
|
42.2K
$2.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
35.4K+ 4.55% |
$1.77M - $1.82M
|
813K
$40.9M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
33.5K+ 9.0% |
$1.68M - $1.72M
|
406K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
31.2K+ 15.38% |
$1.56M - $1.6M
|
234K
$11.8M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
31K+ 38.71% |
$1.55M - $1.59M
|
111K
$5.58M
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
29.5K+ 2.28% |
$1.47M - $1.51M
|
1.32M
$66.5M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
28.9KNew |
$1.45M - $1.48M
|
28.9K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
28.7KNew |
$1.44M - $1.47M
|
28.7K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
26K+ 12.85% |
$1.3M - $1.33M
|
228K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26KNew |
$1.3M - $1.33M
|
26K
$1.31M
|