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 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
22.3KNew |
$1.11M - $1.18M
|
22.3K
$1.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
22.3K+ 43.75% |
$1.11M - $1.18M
|
73.1K
$3.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
18.6KNew |
$924K - $980K
|
18.6K
$923K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.2KNew |
$907K - $961K
|
18.2K
$906K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.4K+ 29.57% |
$869K - $921K
|
76.5K
$3.81M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
17.4KNew |
$865K - $917K
|
17.4K
$865K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
17.2K+ 7.81% |
$858K - $909K
|
238K
$11.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
17.1K+ 25.72% |
$851K - $902K
|
83.5K
$4.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
15.6KNew |
$779K - $826K
|
15.6K
$778K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
14.4K+ 29.18% |
$719K - $762K
|
63.9K
$3.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.1K+ 15.46% |
$702K - $744K
|
105K
$5.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
13.8K+ 7.13% |
$690K - $731K
|
208K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.5K+ 2.47% |
$673K - $713K
|
561K
$27.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12.9KNew |
$641K - $680K
|
12.9K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.3KNew |
$611K - $647K
|
12.3K
$610K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
12K+ 85.92% |
$599K - $635K
|
26K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
11.6K+ 4.4% |
$578K - $613K
|
275K
$13.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
11.5K+ 10.23% |
$575K - $609K
|
124K
$6.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
11.2K+ 0.15% |
$557K - $591K
|
7.49M
$373M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11K+ 3.34% |
$546K - $578K
|
338K
$16.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
10.8KNew |
$538K - $570K
|
10.8K
$538K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
9.52K+ 4.01% |
$474K - $502K
|
247K
$12.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.23K+ 69.77% |
$460K - $488K
|
22.5K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.86KNew |
$442K - $468K
|
8.86K
$441K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.48K+ 15.43% |
$422K - $448K
|
63.4K
$3.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
8.36K+ 32.52% |
$416K - $441K
|
34K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.97K+ 52.57% |
$397K - $421K
|
23.1K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
7.88K+ 391.99% |
$393K - $416K
|
9.89K
$492K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.63KNew |
$380K - $403K
|
7.63K
$380K
|
|
|
Nov 08, 2024
Q3 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
7.58K+ 9.84% |
$378K - $400K
|
84.6K
$4.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.37K+ 11.31% |
$367K - $389K
|
72.6K
$3.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
7.08KNew |
$353K - $374K
|
7.08K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.57KNew |
$327K - $347K
|
6.57K
$327K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.39K+ 19.24% |
$318K - $337K
|
39.6K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.38K+ 8.85% |
$318K - $337K
|
78.4K
$3.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
6.21KNew |
$309K - $328K
|
6.21K
$309K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.9KNew |
$294K - $311K
|
5.9K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.76KNew |
$287K - $304K
|
5.76K
$286K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.38K+ 22.86% |
$268K - $284K
|
28.9K
$1.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.97K+ 11.28% |
$248K - $262K
|
49.1K
$2.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.79KNew |
$239K - $253K
|
4.79K
$238K
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
4.74K+ 2.8% |
$236K - $250K
|
174K
$8.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
4.73KNew |
$235K - $249K
|
4.73K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.63K+ 4134.82% |
$231K - $245K
|
4.74K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.47K+ 1117.0% |
$223K - $236K
|
4.87K
$242K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.39KNew |
$219K - $232K
|
4.39K
$219K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4.22K+ 0.88% |
$210K - $223K
|
484K
$24.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.21KNew |
$210K - $222K
|
4.21K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.12K+ 46.69% |
$205K - $218K
|
13K
$645K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.95KNew |
$197K - $209K
|
3.95K
$197K
|