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
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
935+ 10.55% |
$46.9K - $49.1K
|
9.8K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
757New |
$38K - $39.8K
|
757
$38.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
741+ 15.96% |
$37.2K - $38.9K
|
5.38K
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
653New |
$32.7K - $34.3K
|
653
$33.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
647+ 4.85% |
$32.4K - $34K
|
14K
$711K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
627+ 2.04% |
$31.4K - $33K
|
31.4K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
599+ 7.42% |
$30K - $31.5K
|
8.67K
$441K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
588+ 14.76% |
$29.5K - $30.9K
|
4.57K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
584+ 170.76% |
$29.3K - $30.7K
|
926
$47.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
571+ 7.18% |
$28.6K - $30K
|
8.52K
$433K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
568+ 1.79% |
$28.5K - $29.9K
|
32.2K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
555+ 3.55% |
$27.8K - $29.2K
|
16.2K
$823K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
537+ 108.48% |
$26.9K - $28.2K
|
1.03K
$52.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
533+ 0.51% |
$26.7K - $28K
|
106K
$5.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
528+ 7.35% |
$26.5K - $27.8K
|
7.71K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
497+ 7.14% |
$24.9K - $26.1K
|
7.45K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
485New |
$24.3K - $25.5K
|
485
$24.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
473+ 34.4% |
$23.7K - $24.9K
|
1.85K
$94K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
455+ 1978.26% |
$22.8K - $23.9K
|
478
$24.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
444New |
$22.3K - $23.3K
|
444
$22.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
400+ 29.03% |
$20.1K - $21K
|
1.78K
$90.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
398New |
$20K - $20.9K
|
398
$20.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
383+ 6.78% |
$19.2K - $20.1K
|
6.03K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
332+ 5.7% |
$16.6K - $17.4K
|
6.15K
$313K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
320New |
$16K - $16.8K
|
320
$16.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
319+ 3.65% |
$16K - $16.8K
|
9.07K
$461K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
313+ 1490.48% |
$15.7K - $16.5K
|
334
$17K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
289+ 1605.56% |
$14.5K - $15.2K
|
307
$15.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
274New |
$13.7K - $14.4K
|
274
$13.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
274+ 52.29% |
$13.7K - $14.4K
|
798
$40.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
263+ 6.59% |
$13.2K - $13.8K
|
4.26K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
256New |
$12.8K - $13.5K
|
256
$13K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
253+ 2.96% |
$12.7K - $13.3K
|
8.81K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
230+ 47.23% |
$11.5K - $12.1K
|
717
$36.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
210+ 2.37% |
$10.5K - $11K
|
9.07K
$461K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
208+ 50.73% |
$10.4K - $10.9K
|
618
$31.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
198+ 3.83% |
$9.93K - $10.4K
|
5.36K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
181+ 21.47% |
$9.08K - $9.51K
|
1.02K
$52.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
162New |
$8.12K - $8.51K
|
162
$8.24K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
154+ 1.53% |
$7.72K - $8.09K
|
10.2K
$521K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
143New |
$7.17K - $7.52K
|
143
$7.27K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
130+ 1.52% |
$6.52K - $6.83K
|
8.68K
$442K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
125New |
$6.27K - $6.57K
|
125
$6.36K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
114New |
$5.72K - $5.99K
|
114
$5.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
101+ 0.98% |
$5.06K - $5.31K
|
10.4K
$528K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
98New |
$4.91K - $5.15K
|
98
$4.98K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
98+ 1.7% |
$4.91K - $5.15K
|
5.85K
$298K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
90+ 0.2% |
$4.51K - $4.73K
|
44.2K
$2.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
90New |
$4.51K - $4.73K
|
90
$4.58K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
86New |
$4.31K - $4.52K
|
86
$4.37K
|