Latest Institutional Transactions on Ishares Tr Broad Usd Inbd Etfv (USIG)
This table provides information on the latest institutional transactions involving Ishares Tr Broad Usd Inbd Etfv (USIG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-556- 1.45% |
$27.6K - $28.6K
|
37.9K
$1.96M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
309New |
$15.3K - $15.9K
|
309
$16K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-960- 20.23% |
$47.7K - $49.4K
|
3.79K
$196K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
104New |
$5.17K - $5.35K
|
104
$5.38K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
12.2KNew |
$605K - $627K
|
12.2K
$631K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
33.8K+ 10.36% |
$1.68M - $1.74M
|
360K
$18.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-36- 1.59% |
$1.79K - $1.85K
|
2.23K
$115K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
757New |
$37.6K - $38.9K
|
757
$39.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-759- 1.96% |
$37.7K - $39K
|
38K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
234New |
$11.6K - $12K
|
234
$12.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
5New |
$248 - $257
|
5
$259
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-42- 0.58% |
$2.09K - $2.16K
|
7.16K
$371K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.28K- 8.96% |
$113K - $117K
|
23.1K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
540New |
$26.8K - $27.8K
|
540
$28K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-8.2K- 4.06% |
$407K - $422K
|
194K
$10M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.76K- 10.63% |
$137K - $142K
|
23.2K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
359New |
$17.8K - $18.5K
|
359
$18.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-170- 55.92% |
$8.44K - $8.74K
|
134
$6.94K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
19.6K+ 59.95% |
$972K - $1.01M
|
52.2K
$2.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
186New |
$9.24K - $9.57K
|
186
$9.63K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-91- 1.41% |
$4.52K - $4.68K
|
6.35K
$329K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.06K- 66.11% |
$102K - $106K
|
1.06K
$54.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-596- 4.3% |
$29.6K - $30.7K
|
13.3K
$686K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-6.66K- 5.06% |
$331K - $343K
|
125K
$6.47M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-22- 0.38% |
$1.09K - $1.13K
|
5.76K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
661New |
$32.8K - $34K
|
661
$34.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10.4K+ 16.89% |
$514K - $533K
|
71.7K
$3.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
641+ 4.8% |
$31.8K - $33K
|
14K
$724K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-239- 53.83% |
$11.9K - $12.3K
|
205
$10.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
171+ 1.94% |
$8.49K - $8.79K
|
8.98K
$465K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.08KNew |
$203K - $210K
|
4.08K
$211K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
779New |
$38.7K - $40.1K
|
779
$40.3K
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$301 - $315
|
6
$311
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
24.1KNew |
$1.21M - $1.27M
|
24.1K
$1.25M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
394New |
$19.8K - $20.7K
|
394
$20.4K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
392New |
$19.7K - $20.6K
|
392
$20.3K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.12K+ 6.61% |
$206K - $216K
|
66.4K
$3.44M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
61New |
$3.06K - $3.21K
|
61
$3.16K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-108- 4.85% |
$5.42K - $5.68K
|
2.12K
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.84K- 2.3% |
$92K - $96.4K
|
77.9K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
10.2KNew |
$511K - $535K
|
10.2K
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
757New |
$38K - $39.8K
|
757
$39.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
48New |
$2.41K - $2.52K
|
48
$2.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
256New |
$12.8K - $13.5K
|
256
$13.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-221- 4.61% |
$11.1K - $11.6K
|
4.57K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
104KNew |
$5.23M - $5.48M
|
104K
$5.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
13.7KNew |
$688K - $721K
|
13.7K
$711K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
7.73KNew |
$387K - $406K
|
7.73K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
289+ 1605.56% |
$14.5K - $15.2K
|
307
$15.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
599+ 7.42% |
$30K - $31.5K
|
8.67K
$449K
|
|