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 |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
272New |
$13.4K - $13.9K
|
272
$13.8K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
229+ 4.98% |
$11.3K - $11.7K
|
4.83K
$246K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
200+ 66.67% |
$9.89K - $10.2K
|
500
$25.4K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
187New |
$9.25K - $9.54K
|
187
$9.51K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
183+ 240.79% |
$9.05K - $9.34K
|
259
$13.2K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
167+ 54.75% |
$8.26K - $8.52K
|
472
$24K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
167+ 54.75% |
$8.26K - $8.52K
|
472
$24K
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
162New |
$8.01K - $8.27K
|
162
$8.24K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
152New |
$7.51K - $7.76K
|
152
$7.73K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
138New |
$6.82K - $7.04K
|
138
$7.02K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
126New |
$6.23K - $6.43K
|
126
$6.41K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
120New |
$5.93K - $6.12K
|
120
$6.1K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
111+ 5.16% |
$5.49K - $5.67K
|
2.26K
$115K
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
92+ 0.97% |
$4.55K - $4.7K
|
9.56K
$486K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
92New |
$4.55K - $4.7K
|
92
$4.68K
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
78+ 0.97% |
$3.86K - $3.98K
|
8.1K
$412K
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
68+ 0.76% |
$3.36K - $3.47K
|
8.98K
$457K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
65New |
$3.21K - $3.32K
|
65
$3.31K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
60New |
$2.97K - $3.06K
|
60
$3.05K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
45+ 4.46% |
$2.22K - $2.3K
|
1.05K
$53.6K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
43+ 24.29% |
$2.13K - $2.19K
|
220
$11.2K
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
40+ 0.86% |
$1.98K - $2.04K
|
4.7K
$239K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
39New |
$1.93K - $1.99K
|
39
$1.98K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
37New |
$1.83K - $1.89K
|
37
$1.88K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 0.98% |
$1.09K - $1.12K
|
2.26K
$115K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 1.78% |
$890 - $919
|
1.03K
$52.4K
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13+ 0.24% |
$643 - $664
|
5.38K
$274K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12+ 0.29% |
$593 - $612
|
4.15K
$211K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
10+ 0.25% |
$494 - $510
|
4.07K
$207K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
8New |
$396 - $408
|
8
$407
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7+ 0.98% |
$346 - $357
|
718
$36.5K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.04% |
$247 - $255
|
13.5K
$685K
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.1% |
$247 - $255
|
5.11K
$260K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.78% |
$148 - $153
|
388
$19.7K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3+ 0.34% |
$148 - $153
|
884
$45K
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3- 0.03% |
$148 - $153
|
8.59K
$437K
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-5- 0.18% |
$247 - $255
|
2.74K
$139K
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-19- 0.58% |
$939 - $970
|
3.26K
$166K
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-20- 0.34% |
$989 - $1.02K
|
5.86K
$298K
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-21- 0.33% |
$1.04K - $1.07K
|
6.26K
$318K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-41- 7.85% |
$2.03K - $2.09K
|
481
$24.5K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-42- 8.61% |
$2.08K - $2.14K
|
446
$22.7K
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-46- 21.9% |
$2.27K - $2.35K
|
164
$8.34K
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-52- 1.0% |
$2.57K - $2.65K
|
5.16K
$263K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-86- 85.15% |
$4.25K - $4.39K
|
15
$763
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-88- 55.35% |
$4.35K - $4.49K
|
71
$3.61K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-94- 1.46% |
$4.65K - $4.8K
|
6.34K
$322K
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-105- 35.35% |
$5.19K - $5.36K
|
192
$9.77K
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-124- 0.19% |
$6.13K - $6.33K
|
66.9K
$3.4M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-132- 7.28% |
$6.53K - $6.74K
|
1.68K
$85.5K
|