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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
319+ 2.87% |
$15.2K - $16.8K
|
11.5K
$570K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
260New |
$12.4K - $13.7K
|
260
$12.9K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
256+ 53.78% |
$12.2K - $13.5K
|
732
$36.4K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
241+ 2.34% |
$11.5K - $12.7K
|
10.5K
$525K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
230+ 159.72% |
$11K - $12.1K
|
374
$18.6K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
229+ 4.96% |
$10.9K - $12K
|
4.85K
$241K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
228+ 3.98% |
$10.9K - $12K
|
5.96K
$297K
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
204+ 45.54% |
$9.74K - $10.7K
|
652
$32.5K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
180New |
$8.6K - $9.46K
|
180
$8.96K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
140+ 48.44% |
$6.69K - $7.36K
|
429
$21.4K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
134+ 1.24% |
$6.4K - $7.04K
|
11K
$547K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$4.78K - $5.26K
|
100
$4.98K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100+ 33.33% |
$4.78K - $5.26K
|
400
$19.9K
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
99+ 1.87% |
$4.73K - $5.2K
|
5.4K
$269K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
97+ 3.9% |
$4.63K - $5.1K
|
2.59K
$129K
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
79New |
$3.77K - $4.15K
|
79
$3.93K
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
71+ 0.77% |
$3.39K - $3.73K
|
9.3K
$463K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
70New |
$3.34K - $3.68K
|
70
$3.48K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
52+ 46.85% |
$2.48K - $2.73K
|
163
$8.11K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
42+ 0.82% |
$2.01K - $2.21K
|
5.18K
$258K
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
30+ 1.46% |
$1.43K - $1.58K
|
2.08K
$104K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.22% |
$1.38K - $1.52K
|
13.2K
$656K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27New |
$1.29K - $1.42K
|
27
$1.34K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
24+ 0.06% |
$1.15K - $1.26K
|
40.8K
$2.03M
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
17+ 0.09% |
$812 - $893
|
18.7K
$933K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
12New |
$573 - $631
|
12
$597
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.01% |
$525 - $578
|
134K
$6.67M
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8+ 0.17% |
$382 - $420
|
4.7K
$234K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6New |
$287 - $315
|
6
$299
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4New |
$191 - $210
|
4
$199
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.65% |
$143 - $158
|
464
$23.1K
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$47.8 - $52.6
|
1
$49.8
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.35% |
$47.8 - $52.6
|
75
$3.73K
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 4.55% |
$47.8 - $52.6
|
23
$1.14K
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-7- 3.15% |
$334 - $368
|
215
$10.7K
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-8- 0.46% |
$382 - $420
|
1.72K
$85.6K
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-16- 6.87% |
$764 - $841
|
217
$10.8K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17- 0.13% |
$812 - $893
|
13.4K
$666K
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-20- 0.24% |
$955 - $1.05K
|
8.15K
$406K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-21- 0.26% |
$1K - $1.1K
|
8.05K
$401K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-30- 88.24% |
$1.43K - $1.58K
|
4
$199
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-41- 3.79% |
$1.96K - $2.15K
|
1.04K
$51.8K
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-66- 3.07% |
$3.15K - $3.47K
|
2.09K
$104K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-67- 12.23% |
$3.2K - $3.52K
|
481
$23.9K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-70- 2.79% |
$3.34K - $3.68K
|
2.44K
$121K
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-91- 0.57% |
$4.35K - $4.78K
|
15.8K
$784K
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-93- 1.32% |
$4.44K - $4.89K
|
6.97K
$347K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-111- 1.66% |
$5.3K - $5.83K
|
6.58K
$327K
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-113- 0.26% |
$5.4K - $5.94K
|
43.5K
$2.17M
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-125- 1.71% |
$5.97K - $6.57K
|
7.2K
$358K
|