Purchases and Sales Made in Q4 2025 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 2025. 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 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
95.1KNew |
$4.92M - $5.01M
|
95.1K
$4.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
41.4K+ 12.77% |
$2.15M - $2.18M
|
366K
$18.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
37.3K+ 41.01% |
$1.93M - $1.96M
|
128K
$6.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
18.7K+ 235.71% |
$968K - $985K
|
26.6K
$1.38M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.1K+ 6.61% |
$573K - $584K
|
179K
$9.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
10.5K+ 12.64% |
$542K - $552K
|
93.3K
$4.83M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.15KNew |
$422K - $430K
|
8.15K
$422K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
7.25K+ 7.86% |
$375K - $382K
|
99.5K
$5.15M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
4.91KNew |
$254K - $259K
|
4.91K
$254K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
3.43KNew |
$178K - $181K
|
3.43K
$178K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.22K+ 164.24% |
$63K - $64.1K
|
1.96K
$101K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.2K+ 16.92% |
$62K - $63.1K
|
8.28K
$429K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
568+ 4.17% |
$29.4K - $29.9K
|
14.2K
$735K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
333+ 4.39% |
$17.2K - $17.5K
|
7.93K
$410K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
264+ 5.91% |
$13.7K - $13.9K
|
4.73K
$245K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
238New |
$12.3K - $12.5K
|
238
$12.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
231+ 3.4% |
$12K - $12.2K
|
7.03K
$364K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
166+ 1.57% |
$8.59K - $8.75K
|
10.7K
$556K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
151New |
$7.82K - $7.96K
|
151
$7.82K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
78+ 1.34% |
$4.04K - $4.11K
|
5.92K
$306K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 5.0% |
$51.8 - $52.7
|
21
$1.09K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5- 0.13% |
$259 - $263
|
3.84K
$199K
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-12- 0.02% |
$621 - $632
|
60.8K
$3.15M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-106- 1.89% |
$5.49K - $5.59K
|
5.52K
$286K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-192- 1.3% |
$9.94K - $10.1K
|
14.6K
$757K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-849- 11.46% |
$44K - $44.7K
|
6.56K
$340K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.93K- 5.0% |
$99.9K - $102K
|
36.7K
$1.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-1.98K- 20.11% |
$102K - $104K
|
7.85K
$406K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.38K- 5.39% |
$123K - $126K
|
41.9K
$2.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-6.05K- 34.25% |
$313K - $319K
|
11.6K
$601K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-15.4K- 12.15% |
$795K - $809K
|
111K
$5.75M
|
|