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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
24.4KNew |
$1.22M - $1.25M
|
24.4K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
23K+ 37.73% |
$1.15M - $1.18M
|
83.8K
$4.22M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
22.8K+ 4.21% |
$1.14M - $1.17M
|
565K
$28.4M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21K+ 30.31% |
$1.05M - $1.08M
|
90.1K
$4.54M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
21K+ 602.21% |
$1.05M - $1.08M
|
24.4K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17K+ 5.62% |
$852K - $874K
|
320K
$16.1M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
16K+ 4.04% |
$800K - $820K
|
412K
$20.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
14.9KNew |
$745K - $764K
|
14.9K
$749K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.4KNew |
$673K - $690K
|
13.4K
$676K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
13K+ 0.65% |
$652K - $668K
|
2.02M
$102M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.7K+ 26.45% |
$636K - $652K
|
60.8K
$3.06M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.4K+ 1.66% |
$619K - $635K
|
758K
$38.1M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
11.9K+ 7.26% |
$596K - $611K
|
176K
$8.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10.5K+ 13.04% |
$527K - $541K
|
91.3K
$4.59M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
10.4K+ 8.79% |
$520K - $534K
|
129K
$6.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.2K+ 12.83% |
$513K - $526K
|
90.1K
$4.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.2K+ 7.19% |
$511K - $524K
|
152K
$7.66M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.2K+ 11.65% |
$509K - $522K
|
97.5K
$4.91M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.59K+ 4.04% |
$480K - $492K
|
247K
$12.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
8.77KNew |
$439K - $450K
|
8.77K
$441K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.71K+ 117.2% |
$436K - $447K
|
16.1K
$812K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.36K+ 101.35% |
$418K - $429K
|
16.6K
$835K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.11KNew |
$406K - $416K
|
8.11K
$408K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.08KNew |
$404K - $415K
|
8.08K
$406K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
7.96KNew |
$398K - $409K
|
7.96K
$400K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.62KNew |
$381K - $391K
|
7.62K
$383K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
7.32K+ 1.87% |
$366K - $376K
|
399K
$20.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
7.26K+ 2.33% |
$363K - $372K
|
318K
$16M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
6.7K+ 9.64% |
$335K - $344K
|
76.2K
$3.83M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.55K+ 2.04% |
$328K - $336K
|
327K
$16.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
6.47K+ 9.72% |
$324K - $332K
|
73K
$3.67M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.38K+ 8.32% |
$319K - $327K
|
83K
$4.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
6.32K+ 2.31% |
$316K - $324K
|
279K
$14.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.12K+ 8.53% |
$306K - $314K
|
77.9K
$3.92M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.04K+ 10.93% |
$302K - $310K
|
61.3K
$3.08M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
5.68KNew |
$284K - $291K
|
5.68K
$286K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5.67K+ 58.0% |
$284K - $291K
|
15.4K
$777K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.43K+ 16.17% |
$272K - $279K
|
39K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.21KNew |
$261K - $267K
|
5.21K
$262K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
5.09K+ 8.27% |
$255K - $261K
|
66.6K
$3.35M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.03K+ 2427.54% |
$252K - $258K
|
5.23K
$263K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5K+ 43.53% |
$250K - $257K
|
16.5K
$829K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.95KNew |
$248K - $254K
|
4.95K
$249K
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
4.89K+ 3.04% |
$245K - $251K
|
166K
$8.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.68KNew |
$234K - $240K
|
4.68K
$235K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.64KNew |
$232K - $238K
|
4.64K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.61KNew |
$231K - $237K
|
4.61K
$232K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.46KNew |
$223K - $229K
|
4.46K
$224K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.36KNew |
$218K - $224K
|
4.36K
$219K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.34KNew |
$217K - $223K
|
4.34K
$218K
|