Purchases and Sales Made in Q3 2024 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 2024. 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 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.73MNew |
$136M - $144M
|
2.73M
$137M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.92M+ 6.55% |
$95.5M - $101M
|
31.2M
$1.57B
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
799K+ 30.79% |
$39.8M - $42.2M
|
3.4M
$171M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
632K+ 6.97% |
$31.5M - $33.4M
|
9.71M
$489M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
579K+ 4.46% |
$28.8M - $30.6M
|
13.5M
$681M
|
|
|
Nov 12, 2024
Q3 2024
|
Santa Clara Valley Transportation Authority
San Jose, CA |
BUY
|
- |
442KNew |
$22M - $23.3M
|
442K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
370KNew |
$18.4M - $19.5M
|
370K
$18.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
359KNew |
$17.9M - $19M
|
359K
$18.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
332K+ 7.02% |
$16.5M - $17.5M
|
5.06M
$255M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
270K+ 5.72% |
$13.5M - $14.3M
|
5M
$251M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
262K+ 146.78% |
$13M - $13.8M
|
440K
$22.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
220K+ 23.1% |
$11M - $11.6M
|
1.17M
$59M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
191K+ 111.04% |
$9.5M - $10.1M
|
362K
$18.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
182K+ 1633.02% |
$9.05M - $9.59M
|
193K
$9.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
155K+ 16.64% |
$7.73M - $8.19M
|
1.09M
$54.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
139K+ 2.38% |
$6.94M - $7.36M
|
5.99M
$301M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
127KNew |
$6.32M - $6.7M
|
127K
$6.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
113K+ 5.27% |
$5.61M - $5.94M
|
2.25M
$113M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
111K+ 50.67% |
$5.54M - $5.87M
|
331K
$16.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
106K+ 106.46% |
$5.27M - $5.58M
|
205K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
105K+ 13.88% |
$5.22M - $5.53M
|
860K
$43.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
101KNew |
$5.04M - $5.34M
|
101K
$5.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
101K+ 2.21% |
$5.03M - $5.33M
|
4.66M
$234M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
98.4K+ 3.03% |
$4.9M - $5.19M
|
3.35M
$169M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
91.7KNew |
$4.57M - $4.84M
|
91.7K
$4.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
84.6K+ 41.59% |
$4.21M - $4.46M
|
288K
$14.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
83K+ 3.53% |
$4.13M - $4.38M
|
2.43M
$122M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
77.4K+ 93.51% |
$3.86M - $4.09M
|
160K
$8.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
63.4K+ 5.22% |
$3.16M - $3.35M
|
1.28M
$64.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
61.8K+ 59.04% |
$3.08M - $3.26M
|
167K
$8.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
59.8KNew |
$2.98M - $3.16M
|
59.8K
$3.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
57.9K+ 13.43% |
$2.88M - $3.05M
|
489K
$24.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
53.1K+ 5.86% |
$2.64M - $2.8M
|
959K
$48.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
52.1K+ 7.22% |
$2.6M - $2.75M
|
774K
$38.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48.7K+ 7.19% |
$2.43M - $2.57M
|
726K
$36.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
36.8K+ 22.38% |
$1.84M - $1.95M
|
201K
$10.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
33.9K+ 3.62% |
$1.69M - $1.79M
|
971K
$48.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
31.6KNew |
$1.58M - $1.67M
|
31.6K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
28.3K+ 63.1% |
$1.41M - $1.49M
|
73.1K
$3.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
27.8K+ 4.38% |
$1.39M - $1.47M
|
663K
$33.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
27.8KNew |
$1.38M - $1.47M
|
27.8K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
27.6K+ 131.39% |
$1.38M - $1.46M
|
48.6K
$2.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
27KNew |
$1.34M - $1.42M
|
27K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
25.7K+ 12.46% |
$1.28M - $1.36M
|
232K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.2K+ 10.0% |
$1.26M - $1.33M
|
278K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
23.9K+ 47.7% |
$1.19M - $1.26M
|
74.2K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.6K+ 14.01% |
$1.18M - $1.25M
|
192K
$9.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
23.2KNew |
$1.16M - $1.23M
|
23.2K
$1.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
23.1K+ 1.67% |
$1.15M - $1.22M
|
1.41M
$70.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
22.3KNew |
$1.11M - $1.18M
|
22.3K
$1.12M
|