Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
13.3K+ 149.15% |
$624K - $676K
|
22.3K
$1.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
13.3KNew |
$622K - $675K
|
13.3K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.7K+ 40961.29% |
$594K - $644K
|
12.7K
$634K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
11KNew |
$514K - $557K
|
11K
$547K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
9.75KNew |
$456K - $494K
|
9.75K
$485K
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.74KNew |
$455K - $493K
|
9.74K
$485K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.26KNew |
$433K - $469K
|
9.26K
$461K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
9KNew |
$421K - $456K
|
9K
$448K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.76KNew |
$410K - $444K
|
8.76K
$436K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
8.14KNew |
$381K - $413K
|
8.14K
$405K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
8.13K+ 1632.73% |
$380K - $412K
|
8.63K
$429K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
8.05K+ 23.18% |
$376K - $408K
|
42.8K
$2.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.98KNew |
$373K - $404K
|
7.98K
$397K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.88KNew |
$368K - $400K
|
7.88K
$392K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.5KNew |
$351K - $380K
|
7.5K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.41K+ 85.56% |
$346K - $376K
|
16.1K
$800K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
7.08KNew |
$331K - $359K
|
7.08K
$352K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.33KNew |
$296K - $321K
|
6.33K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.56KNew |
$260K - $282K
|
5.56K
$277K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
4.91KNew |
$229K - $249K
|
4.91K
$244K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.55KNew |
$213K - $231K
|
4.55K
$227K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.41KNew |
$206K - $224K
|
4.41K
$220K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
4.4K+ 63.12% |
$205K - $223K
|
11.4K
$565K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.39K+ 3.63% |
$205K - $222K
|
125K
$6.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.35KNew |
$203K - $221K
|
4.35K
$217K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.3K+ 7.51% |
$201K - $218K
|
61.6K
$3.07M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4.29K+ 485.39% |
$200K - $217K
|
5.17K
$257K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.92K+ 12.57% |
$183K - $199K
|
35.1K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.51KNew |
$164K - $178K
|
3.51K
$175K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.4K+ 6.72% |
$159K - $172K
|
54K
$2.69M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.23K+ 5.42% |
$151K - $164K
|
62.8K
$3.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.98K+ 14.66% |
$139K - $151K
|
23.3K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.95K+ 6.61% |
$138K - $150K
|
47.6K
$2.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
2.75K+ 1.2% |
$128K - $139K
|
233K
$11.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.69K+ 16.03% |
$126K - $136K
|
19.5K
$969K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.42K+ 37.09% |
$113K - $123K
|
8.96K
$446K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.25K+ 47.83% |
$105K - $114K
|
6.95K
$346K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.2KNew |
$103K - $112K
|
2.2K
$110K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.2K+ 6.25% |
$103K - $111K
|
37.4K
$1.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
2.03K+ 3.97% |
$94.8K - $103K
|
53.2K
$2.65M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.73KNew |
$80.7K - $87.5K
|
1.73K
$86K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.33K+ 2.47% |
$62.3K - $67.6K
|
55.2K
$2.75M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.29K+ 1.51% |
$60.3K - $65.4K
|
86.7K
$4.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.14K+ 16.06% |
$53K - $57.5K
|
8.2K
$408K
|
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.04K+ 8.09% |
$48.6K - $52.7K
|
13.9K
$692K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
1.04K+ 0.22% |
$48.4K - $52.5K
|
466K
$23.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
877+ 14.72% |
$41K - $44.4K
|
6.84K
$340K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
876New |
$40.9K - $44.4K
|
876
$43.6K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
876New |
$40.9K - $44.4K
|
876
$43.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
790New |
$36.9K - $40K
|
790
$39.3K
|