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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
14New |
$701 - $718
|
14
$714
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.34KNew |
$217K - $223K
|
4.34K
$221K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.71K+ 117.2% |
$436K - $447K
|
16.1K
$823K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.47K+ 35.93% |
$73.4K - $75.2K
|
5.55K
$283K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.46KNew |
$223K - $229K
|
4.46K
$227K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-525- 10.74% |
$26.3K - $26.9K
|
4.36K
$222K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-17.2K- 3.85% |
$862K - $884K
|
430K
$21.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 11.11% |
$100 - $103
|
16
$816
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.05K- 27.42% |
$103K - $105K
|
5.44K
$277K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-4.18KClosed |
$195K - $215K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
26.7KNew |
$1.25M - $1.38M
|
26.7K
$1.36M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
48New |
$2.24K - $2.47K
|
48
$2.45K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-58- 1.04% |
$2.71K - $2.99K
|
5.53K
$282K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
129+ 12900.0% |
$6.03K - $6.64K
|
130
$6.63K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
14New |
$654 - $721
|
14
$714
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-531- 1.17% |
$24.8K - $27.3K
|
44.8K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-638- 80.76% |
$29.8K - $32.8K
|
152
$7.75K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.63KNew |
$216K - $239K
|
4.63K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.13KNew |
$240K - $264K
|
5.13K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.09KNew |
$144K - $159K
|
3.09K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
165New |
$7.71K - $8.49K
|
165
$8.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.61KNew |
$122K - $134K
|
2.61K
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
69New |
$3.22K - $3.55K
|
69
$3.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
579KNew |
$27M - $29.8M
|
579K
$29.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13New |
$607 - $669
|
13
$663
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1New |
$46.7 - $51.5
|
1
$51
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.1K- 40.11% |
$98.3K - $108K
|
3.14K
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
70KNew |
$3.27M - $3.6M
|
70K
$3.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
9.26KNew |
$433K - $477K
|
9.26K
$472K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.9KNew |
$229K - $252K
|
4.9K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
253New |
$11.8K - $13K
|
253
$12.9K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
260+ 2.39% |
$12.1K - $13.4K
|
11.2K
$569K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.97KNew |
$325K - $359K
|
6.97K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
211New |
$9.86K - $10.9K
|
211
$10.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.91KNew |
$136K - $150K
|
2.91K
$149K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
115New |
$5.37K - $5.92K
|
115
$5.86K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.27KNew |
$200K - $220K
|
4.27K
$218K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
34New |
$1.59K - $1.75K
|
34
$1.73K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-305- 3.01% |
$14.2K - $15.7K
|
9.82K
$500K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.56K- 45.24% |
$213K - $235K
|
5.51K
$281K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
118+ 2.27% |
$5.51K - $6.07K
|
5.33K
$272K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.42KNew |
$66.5K - $73.3K
|
1.42K
$72.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-645K- 99.2% |
$30.1M - $33.2M
|
5.19K
$264K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
454New |
$21.2K - $23.4K
|
454
$23.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-11- 5.21% |
$514 - $566
|
200
$10.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
225New |
$10.5K - $11.6K
|
225
$11.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
5.27KNew |
$246K - $271K
|
5.27K
$269K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-184- 2.08% |
$8.6K - $9.47K
|
8.65K
$441K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.31K+ 6.56% |
$155K - $170K
|
53.8K
$2.74M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
93.7KNew |
$4.38M - $4.82M
|
93.7K
$4.78M
|
|