Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
313+ 4.0% |
$18.8K - $19.2K
|
8.14K
$410K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
292New |
$17.5K - $17.9K
|
292
$14.7K
|
|
Nov 12, 2021
Q3 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
290+ 6.71% |
$17.4K - $17.8K
|
4.61K
$233K
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
275+ 28.5% |
$16.5K - $16.9K
|
1.24K
$62.5K
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
267New |
$16K - $16.4K
|
267
$13.5K
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
256+ 4.12% |
$15.4K - $15.7K
|
6.46K
$326K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
230+ 45.63% |
$13.8K - $14.1K
|
734
$37K
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
209+ 2.22% |
$12.6K - $12.8K
|
9.61K
$484K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
203+ 2.62% |
$12.2K - $12.4K
|
7.96K
$401K
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
190New |
$11.4K - $11.7K
|
190
$9.58K
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
177+ 4.87% |
$10.6K - $10.9K
|
3.81K
$192K
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
146+ 2.12% |
$8.77K - $8.95K
|
7.05K
$355K
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
145New |
$8.71K - $8.89K
|
145
$7.31K
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
140New |
$8.41K - $8.59K
|
140
$7.06K
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
134+ 1.24% |
$8.05K - $8.22K
|
10.9K
$551K
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
122+ 305.0% |
$7.33K - $7.48K
|
162
$8.17K
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
114New |
$6.85K - $6.99K
|
114
$5.75K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
98New |
$5.89K - $6.01K
|
98
$4.94K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
86+ 1.1% |
$5.17K - $5.27K
|
7.91K
$399K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
68New |
$4.09K - $4.17K
|
68
$3.43K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
67+ 0.66% |
$4.03K - $4.11K
|
10.1K
$512K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
66+ 0.24% |
$3.97K - $4.05K
|
27.2K
$1.37M
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
65New |
$3.91K - $3.99K
|
65
$3.28K
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
38+ 0.37% |
$2.28K - $2.33K
|
10.4K
$524K
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
36+ 0.17% |
$2.16K - $2.21K
|
21.7K
$1.09M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
31+ 0.66% |
$1.86K - $1.9K
|
4.76K
$240K
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
23New |
$1.38K - $1.41K
|
23
$1.16K
|
|
Nov 05, 2021
Q3 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
20+ 0.53% |
$1.2K - $1.23K
|
3.77K
$190K
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12+ 0.03% |
$721 - $736
|
34.3K
$1.73M
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10+ 0.53% |
$601 - $613
|
1.91K
$96.4K
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
6+ 0.45% |
$361 - $368
|
1.33K
$67.3K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4+ 0.28% |
$240 - $245
|
1.42K
$71.4K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 12.5% |
$120 - $123
|
18
$908
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.27% |
$60.1 - $61.3
|
45
$2.27K
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 1.92% |
$60.1 - $61.3
|
51
$2.57K
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-4- 0.57% |
$240 - $245
|
698
$35.2K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19- 0.31% |
$1.14K - $1.17K
|
6.1K
$307K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 2.01% |
$1.2K - $1.23K
|
975
$49.2K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-25Closed |
$1.5K - $1.53K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-49- 42.61% |
$2.94K - $3.01K
|
66
$3.33K
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-53- 0.55% |
$3.19K - $3.25K
|
9.52K
$480K
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-54Closed |
$3.25K - $3.31K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-77- 1.18% |
$4.63K - $4.72K
|
6.44K
$325K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-80- 1.28% |
$4.81K - $4.91K
|
6.16K
$311K
|
|
Nov 15, 2021
Q3 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-108- 21.26% |
$6.49K - $6.62K
|
400
$20.2K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-110Closed |
$6.61K - $6.75K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-117Closed |
$7.03K - $7.18K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-119- 0.6% |
$7.15K - $7.3K
|
19.6K
$987K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-146- 17.55% |
$8.77K - $8.95K
|
686
$34.6K
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-150- 50.17% |
$9.02K - $9.2K
|
149
$7.51K
|