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
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
551New |
$27.6K - $28.3K
|
551
$27.4K
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
500+ 4.74% |
$25K - $25.7K
|
11.1K
$550K
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
472+ 7.29% |
$23.6K - $24.2K
|
6.95K
$346K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
414New |
$20.7K - $21.2K
|
414
$20.6K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
397+ 7.26% |
$19.9K - $20.4K
|
5.86K
$292K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
385+ 5.7% |
$19.3K - $19.8K
|
7.13K
$355K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
375New |
$18.8K - $19.2K
|
375
$18.7K
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
335+ 6.5% |
$16.8K - $17.2K
|
5.49K
$273K
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
301+ 0.45% |
$15.1K - $15.4K
|
67.3K
$3.35M
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
300New |
$15K - $15.4K
|
300
$14.9K
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
284+ 4.57% |
$14.2K - $14.6K
|
6.49K
$323K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
278+ 3.24% |
$13.9K - $14.3K
|
8.86K
$441K
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
266New |
$13.3K - $13.7K
|
266
$13.2K
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
246New |
$12.3K - $12.6K
|
246
$12.2K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
208+ 7.45% |
$10.4K - $10.7K
|
3K
$149K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
191+ 2.29% |
$9.56K - $9.8K
|
8.53K
$424K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
188+ 4.56% |
$9.41K - $9.65K
|
4.31K
$215K
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
186+ 641.38% |
$9.31K - $9.55K
|
215
$10.7K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
162+ 0.58% |
$8.11K - $8.31K
|
27.9K
$1.39M
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
159New |
$7.96K - $8.16K
|
159
$7.91K
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
152New |
$7.61K - $7.8K
|
152
$7.57K
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
147+ 0.71% |
$7.36K - $7.54K
|
20.8K
$1.03M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
120New |
$6.01K - $6.16K
|
120
$5.97K
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
110+ 0.47% |
$5.51K - $5.65K
|
23.6K
$1.17M
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
90New |
$4.5K - $4.62K
|
90
$4.48K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
88New |
$4.4K - $4.52K
|
88
$4.38K
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
80+ 0.77% |
$4K - $4.11K
|
10.5K
$521K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
76+ 45.78% |
$3.8K - $3.9K
|
242
$12K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
73+ 5.58% |
$3.65K - $3.75K
|
1.38K
$68.7K
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
71+ 0.72% |
$3.55K - $3.64K
|
9.87K
$491K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
70New |
$3.5K - $3.59K
|
70
$3.48K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
60+ 15.11% |
$3K - $3.08K
|
457
$22.7K
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
59+ 0.71% |
$2.95K - $3.03K
|
8.37K
$416K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
58New |
$2.9K - $2.98K
|
58
$2.89K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
56+ 11.64% |
$2.8K - $2.87K
|
537
$26.7K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50+ 0.13% |
$2.5K - $2.57K
|
38.4K
$1.91M
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
48+ 3.55% |
$2.4K - $2.46K
|
1.4K
$69.7K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
48+ 0.8% |
$2.4K - $2.46K
|
6.03K
$300K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
44+ 7.84% |
$2.2K - $2.26K
|
605
$30.1K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 0.6% |
$1.5K - $1.54K
|
5.06K
$252K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
23+ 1.34% |
$1.15K - $1.18K
|
1.74K
$86.6K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
21+ 0.5% |
$1.05K - $1.08K
|
4.24K
$211K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
19+ 2.65% |
$951 - $975
|
737
$36.7K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
17+ 2.91% |
$851 - $872
|
601
$29.9K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
14New |
$701 - $718
|
14
$697
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.51% |
$350 - $359
|
1.38K
$68.8K
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$100 - $103
|
2
$99.5
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$50.1 - $51.3
|
1
$49.8
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1Closed |
$50.1 - $51.3
|
0
$0
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 11.11% |
$100 - $103
|
16
$796
|