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 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.32KNew |
$216K - $227K
|
4.32K
$220K
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.29KNew |
$215K - $226K
|
4.29K
$218K
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.26KNew |
$214K - $224K
|
4.26K
$217K
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.18KNew |
$209K - $219K
|
4.18K
$212K
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.16KNew |
$209K - $219K
|
4.16K
$212K
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
4.15KNew |
$208K - $218K
|
4.15K
$211K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.12K+ 85.87% |
$206K - $216K
|
8.91K
$453K
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
4.11KNew |
$206K - $216K
|
4.11K
$209K
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.1KNew |
$205K - $215K
|
4.1K
$208K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.05KNew |
$203K - $213K
|
4.05K
$206K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.05K+ 55.55% |
$203K - $213K
|
11.3K
$576K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.95K+ 34.85% |
$198K - $208K
|
15.3K
$777K
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3.89K+ 54.94% |
$195K - $204K
|
11K
$558K
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3.89K+ 4.66% |
$195K - $204K
|
87.4K
$4.45M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.62K+ 16.19% |
$181K - $190K
|
26K
$1.32M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.57K+ 45.43% |
$179K - $188K
|
11.4K
$582K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.49K+ 25.45% |
$175K - $183K
|
17.2K
$875K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.28KNew |
$164K - $172K
|
3.28K
$167K
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
3.2K+ 0.99% |
$160K - $168K
|
326K
$16.6M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.11KNew |
$156K - $164K
|
3.11K
$158K
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
2.79K+ 1.19% |
$140K - $146K
|
236K
$12M
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
2.54K+ 1.59% |
$127K - $134K
|
163K
$8.28M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.48K+ 2.12% |
$124K - $131K
|
120K
$6.08M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.37K+ 21.53% |
$119K - $125K
|
13.4K
$681K
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
2.37K+ 20.03% |
$119K - $124K
|
14.2K
$721K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.31K+ 54.32% |
$116K - $121K
|
6.55K
$333K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.2K+ 12.35% |
$110K - $116K
|
20K
$1.02M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.08K+ 5.0% |
$104K - $109K
|
43.7K
$2.22M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.04K+ 17.04% |
$102K - $107K
|
14K
$711K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.85K+ 54.45% |
$92.6K - $97.1K
|
5.24K
$266K
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.81K+ 1.74% |
$90.9K - $95.3K
|
106K
$5.39M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.73K+ 15.84% |
$86.5K - $90.7K
|
12.6K
$642K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.71K+ 2.35% |
$85.6K - $89.8K
|
74.3K
$3.78M
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.68K+ 223.17% |
$84K - $88.1K
|
2.43K
$123K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.64K+ 571.08% |
$82.2K - $86.1K
|
1.93K
$98K
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.63K+ 6.8% |
$81.9K - $85.8K
|
25.6K
$1.3M
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.63K+ 3.04% |
$81.6K - $85.5K
|
55.2K
$2.81M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.58K+ 12.39% |
$79.3K - $83.1K
|
14.3K
$729K
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
1.58KNew |
$79.1K - $82.9K
|
1.58K
$80.3K
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
1.45K+ 2.47% |
$72.6K - $76.1K
|
60K
$3.05M
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.43K+ 0.7% |
$71.8K - $75.3K
|
207K
$10.5M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.42K+ 819.65% |
$71.1K - $74.5K
|
1.59K
$80.9K
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.28K+ 7.96% |
$64.1K - $67.2K
|
17.3K
$882K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.26K+ 17.03% |
$63.2K - $66.2K
|
8.66K
$440K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.25KNew |
$62.6K - $65.6K
|
1.25K
$63.5K
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.07K+ 0.08% |
$53.5K - $56.1K
|
1.41M
$71.5M
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.06K+ 1.26% |
$53.3K - $55.9K
|
85.7K
$4.36M
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.05K+ 0.16% |
$52.8K - $55.3K
|
651K
$33.1M
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1K+ 3.73% |
$50.2K - $52.7K
|
27.9K
$1.42M
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
975New |
$48.9K - $51.2K
|
975
$49.6K
|