Purchases and Sales Made in Q3 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.65KNew |
$270K - $297K
|
5.65K
$281K
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
5.29K+ 5.28% |
$253K - $278K
|
106K
$5.25M
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.24KNew |
$250K - $275K
|
5.24K
$261K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.19KNew |
$248K - $273K
|
5.19K
$259K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.11KNew |
$244K - $269K
|
5.11K
$254K
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.94KNew |
$236K - $259K
|
4.94K
$246K
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.9KNew |
$234K - $257K
|
4.9K
$244K
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
4.83K+ 3.51% |
$231K - $254K
|
142K
$7.08M
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.79KNew |
$229K - $252K
|
4.79K
$238K
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.6KNew |
$220K - $242K
|
4.6K
$229K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
4.25KNew |
$203K - $223K
|
4.25K
$211K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.16K+ 59.34% |
$199K - $219K
|
11.2K
$556K
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.92K+ 1.87% |
$187K - $206K
|
214K
$10.7M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.69KNew |
$176K - $194K
|
3.69K
$184K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.68K+ 0.09% |
$176K - $193K
|
3.89M
$194M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.67KNew |
$175K - $193K
|
3.67K
$183K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.53K+ 55.58% |
$169K - $186K
|
9.88K
$492K
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.53K+ 136.51% |
$168K - $185K
|
6.11K
$304K
|
|
Oct 24, 2022
Q3 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.51K+ 4.8% |
$168K - $185K
|
76.6K
$3.81M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.4K+ 4.4% |
$163K - $179K
|
80.8K
$4.02M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.25K+ 9.68% |
$155K - $171K
|
36.8K
$1.83M
|
|
Oct 13, 2022
Q3 2022
|
Ade, LLC
|
BUY
|
- |
3.03K+ 13.14% |
$145K - $159K
|
26.1K
$1.3M
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.8K+ 47.31% |
$134K - $147K
|
8.73K
$435K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.8K+ 47.31% |
$134K - $147K
|
8.73K
$435K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.79K+ 0.59% |
$133K - $147K
|
472K
$23.5M
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.53K+ 53.11% |
$121K - $133K
|
7.29K
$363K
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.36K+ 4.29% |
$113K - $124K
|
57.3K
$2.85M
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.27K+ 32357.14% |
$108K - $119K
|
2.27K
$113K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.2KNew |
$105K - $116K
|
2.2K
$110K
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
2.04K+ 0.73% |
$97.6K - $107K
|
281K
$14M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.88KNew |
$89.9K - $98.9K
|
1.88K
$93.7K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.85K+ 1156.88% |
$88.4K - $97.3K
|
2.01K
$100K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.84K+ 12.29% |
$87.7K - $96.5K
|
16.8K
$835K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.73K+ 24.99% |
$82.7K - $91K
|
8.66K
$431K
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.46K+ 4.67% |
$69.6K - $76.6K
|
32.6K
$1.62M
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.32K+ 25.25% |
$62.9K - $69.2K
|
6.53K
$325K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.16K+ 8278.57% |
$55.3K - $60.9K
|
1.17K
$58.4K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
970New |
$46.3K - $51K
|
970
$48.3K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
884New |
$42.2K - $46.5K
|
884
$44K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
883New |
$42.2K - $46.4K
|
883
$43.9K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
828+ 18.85% |
$39.5K - $43.5K
|
5.22K
$260K
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
677New |
$32.3K - $35.6K
|
677
$33.7K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
672+ 8.89% |
$32.1K - $35.3K
|
8.23K
$410K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
501+ 45.34% |
$23.9K - $26.3K
|
1.61K
$79.9K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
458+ 0.02% |
$21.9K - $24.1K
|
2.17M
$108M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
403New |
$19.2K - $21.2K
|
403
$20.1K
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
388New |
$18.5K - $20.4K
|
388
$19.3K
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
365+ 715.69% |
$17.4K - $19.2K
|
416
$20.7K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
356+ 3.5% |
$17K - $18.7K
|
10.5K
$524K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
336+ 6.8% |
$16K - $17.7K
|
5.28K
$263K
|