Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18K+ 32.61% |
$889K - $917K
|
73.1K
$3.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
14.7KNew |
$728K - $752K
|
14.7K
$749K
|
|
|
Aug 03, 2023
Q2 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
14.3K+ 1.12% |
$705K - $728K
|
1.29M
$65.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
14.1K+ 26.92% |
$697K - $720K
|
66.5K
$3.38M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
14.1KNew |
$696K - $719K
|
14.1K
$716K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
13.8K+ 6.34% |
$682K - $704K
|
231K
$11.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13K+ 214.13% |
$642K - $663K
|
19.1K
$969K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
12.5KNew |
$618K - $638K
|
12.5K
$636K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
11.9KNew |
$590K - $609K
|
11.9K
$607K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.9KNew |
$587K - $606K
|
11.9K
$604K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11.5K+ 12.69% |
$568K - $586K
|
102K
$5.19M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.2KNew |
$551K - $569K
|
11.2K
$567K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
11.1K+ 10.86% |
$549K - $567K
|
113K
$5.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.9K+ 12.69% |
$540K - $557K
|
97K
$4.93M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
10.7K+ 68.75% |
$531K - $548K
|
26.4K
$1.34M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
10.1K+ 3748.52% |
$500K - $517K
|
10.4K
$528K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
10.1K+ 3748.52% |
$500K - $517K
|
10.4K
$528K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$497K - $513K
|
10.1K
$511K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10K+ 28.3% |
$495K - $511K
|
45.4K
$2.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.43KNew |
$466K - $481K
|
9.43K
$480K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
8.83K+ 5.96% |
$436K - $450K
|
157K
$7.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.81K+ 28.23% |
$435K - $450K
|
40K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.8KNew |
$435K - $449K
|
8.8K
$447K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.75K+ 4.73% |
$433K - $447K
|
194K
$9.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.63KNew |
$427K - $441K
|
8.63K
$439K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.6K+ 42.86% |
$425K - $439K
|
28.7K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.46KNew |
$418K - $432K
|
8.46K
$430K
|
|
|
Jul 13, 2023
Q2 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
8.09K+ 12.23% |
$400K - $413K
|
74.3K
$3.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
7.78K+ 97.46% |
$385K - $397K
|
15.8K
$802K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.43K+ 20.27% |
$367K - $379K
|
44.1K
$2.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.9KNew |
$341K - $352K
|
6.9K
$351K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.83K+ 15.28% |
$338K - $349K
|
51.5K
$2.62M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.49K+ 147.13% |
$321K - $331K
|
10.9K
$555K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.45K+ 31.88% |
$319K - $329K
|
26.7K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
6.18K+ 3.08% |
$306K - $316K
|
207K
$10.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.17K+ 5.67% |
$305K - $315K
|
115K
$5.85M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.2K+ 53.58% |
$257K - $265K
|
14.9K
$758K
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.11K+ 13.16% |
$252K - $261K
|
43.9K
$2.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5.02K+ 6.12% |
$248K - $256K
|
86.9K
$4.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
4.82KNew |
$238K - $246K
|
4.82K
$245K
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
4.78KNew |
$237K - $244K
|
4.78K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
4.77K+ 22.09% |
$236K - $243K
|
26.4K
$1.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.65KNew |
$230K - $237K
|
4.65K
$236K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.58KNew |
$226K - $234K
|
4.58K
$233K
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.45KNew |
$220K - $227K
|
4.45K
$226K
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
4.41KNew |
$218K - $225K
|
4.41K
$224K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
4.32KNew |
$214K - $221K
|
4.32K
$220K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.26K+ 28.87% |
$211K - $217K
|
19K
$967K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.03KNew |
$199K - $205K
|
4.03K
$205K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.03KNew |
$199K - $205K
|
4.03K
$205K
|