Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.09M+ 6.69% |
$105M - $110M
|
33.3M
$1.69B
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.81M+ 30.16% |
$90.5M - $94.9M
|
7.79M
$396M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.77M+ 64.83% |
$88.6M - $92.9M
|
4.49M
$229M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.06M+ 7.8% |
$52.9M - $55.5M
|
14.6M
$742M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
901K+ 26.91% |
$45.2M - $47.4M
|
4.25M
$216M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
620K+ 13.3% |
$31.1M - $32.6M
|
5.28M
$268M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
614K+ 6.32% |
$30.8M - $32.3M
|
10.3M
$525M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
597KNew |
$29.9M - $31.4M
|
597K
$30.4M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
544K+ 10.75% |
$27.3M - $28.6M
|
5.6M
$285M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
331K+ 6876.24% |
$16.6M - $17.4M
|
335K
$17.1M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
148K+ 127.92% |
$7.41M - $7.77M
|
263K
$13.4M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
122K+ 5.01% |
$6.12M - $6.42M
|
2.56M
$130M
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
120K+ 41.54% |
$6M - $6.29M
|
407K
$20.7M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
104KNew |
$5.23M - $5.48M
|
104K
$5.3M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
97K+ 1.94% |
$4.86M - $5.1M
|
5.1M
$259M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
89.2K+ 7.61% |
$4.47M - $4.69M
|
1.26M
$64.2M
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
77.7K+ 11.72% |
$3.9M - $4.08M
|
741K
$37.7M
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
73.8KNew |
$3.7M - $3.88M
|
73.8K
$3.75M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
73.1K+ 6.72% |
$3.66M - $3.84M
|
1.16M
$59M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
69.7K+ 5.61% |
$3.5M - $3.66M
|
1.31M
$66.8M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
67.6K+ 6.96% |
$3.39M - $3.55M
|
1.04M
$52.8M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
66.2K+ 15.05% |
$3.32M - $3.48M
|
506K
$25.7M
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
61.3KNew |
$3.07M - $3.22M
|
61.3K
$3.12M
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
57.7KNew |
$2.89M - $3.03M
|
57.7K
$2.93M
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
57.3K+ 2.68% |
$2.87M - $3.01M
|
2.2M
$112M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
53.8KNew |
$2.7M - $2.83M
|
53.8K
$2.74M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
51.2K+ 4.01% |
$2.57M - $2.69M
|
1.33M
$67.5M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
46.9K+ 73.39% |
$2.35M - $2.46M
|
111K
$5.64M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
45.1K+ 0.69% |
$2.26M - $2.37M
|
6.63M
$337M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
44.4K+ 19.12% |
$2.22M - $2.33M
|
276K
$14.1M
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
43.8K+ 1.29% |
$2.19M - $2.3M
|
3.44M
$175M
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
42.8K+ 17.98% |
$2.14M - $2.25M
|
281K
$14.3M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
39.4K+ 45.65% |
$1.98M - $2.07M
|
126K
$6.4M
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
38.5KNew |
$1.93M - $2.02M
|
38.5K
$1.96M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
37.9K+ 54.9% |
$1.9M - $1.99M
|
107K
$5.44M
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
36.7KNew |
$1.84M - $1.93M
|
36.7K
$1.87M
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
36.4KNew |
$1.83M - $1.91M
|
36.4K
$1.85M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
35.3K+ 48.24% |
$1.77M - $1.85M
|
108K
$5.51M
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
35KNew |
$1.76M - $1.84M
|
35K
$1.78M
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
32.6K+ 3.4% |
$1.63M - $1.71M
|
992K
$50.4M
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
31.3K+ 42.25% |
$1.57M - $1.65M
|
105K
$5.36M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.4K+ 13.14% |
$1.48M - $1.55M
|
253K
$12.9M
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
29.2K+ 10.6% |
$1.46M - $1.53M
|
305K
$15.5M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
28.9K+ 224.21% |
$1.45M - $1.52M
|
41.7K
$2.12M
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
27.1K+ 18.7% |
$1.36M - $1.42M
|
172K
$8.74M
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
25.1KNew |
$1.26M - $1.32M
|
25.1K
$1.28M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
22.8KNew |
$1.14M - $1.2M
|
22.8K
$1.16M
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
22.7K+ 93.28% |
$1.14M - $1.19M
|
47K
$2.39M
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
22.5K+ 26.14% |
$1.13M - $1.18M
|
109K
$5.53M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.3K+ 8.04% |
$1.12M - $1.17M
|
300K
$15.3M
|