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 |
|---|---|---|---|---|---|---|---|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
25K+ 20.0% |
$1.23M - $1.29M
|
150K
$7.55M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
89.6KNew |
$4.39M - $4.62M
|
89.6K
$4.51M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-68- 54.4% |
$3.33K - $3.5K
|
57
$2.87K
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.53KNew |
$271K - $285K
|
5.53K
$278K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
338New |
$16.6K - $17.4K
|
338
$17K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
18New |
$882 - $928
|
18
$906
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.99K+ 1474.07% |
$97.5K - $103K
|
2.13K
$107K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.29K- 22.69% |
$259K - $272K
|
18K
$906K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.6KNew |
$176K - $185K
|
3.6K
$181K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1KNew |
$49K - $51.5K
|
1K
$50.3K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
15New |
$735 - $773
|
15
$755
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
528K+ 40.59% |
$25.9M - $27.2M
|
1.83M
$92M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.51MNew |
$74M - $77.9M
|
1.51M
$76M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2New |
$98 - $103
|
2
$101
|
|
|
May 08, 2023
Q1 2023
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
7.23MNew |
$355M - $373M
|
7.23M
$364M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-5.07K- 52.01% |
$248K - $261K
|
4.68K
$235K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-3.4K- 69.26% |
$166K - $175K
|
1.51K
$75.9K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.33K- 21.96% |
$114K - $120K
|
8.28K
$417K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.4K- 24.53% |
$68.4K - $71.9K
|
4.29K
$216K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23New |
$1.13K - $1.19K
|
23
$1.16K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-329- 4.65% |
$16.1K - $17K
|
6.75K
$340K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.43K+ 47.28% |
$168K - $177K
|
10.7K
$538K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
156New |
$7.65K - $8.04K
|
156
$7.85K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.28KNew |
$210K - $220K
|
4.28K
$215K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.4KNew |
$654K - $688K
|
13.4K
$672K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
4.04K+ 7.38% |
$198K - $208K
|
58.8K
$2.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-5.26K- 54.25% |
$258K - $271K
|
4.44K
$223K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
105+ 2.47% |
$5.15K - $5.41K
|
4.35K
$219K
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-30.5K- 56.92% |
$1.49M - $1.57M
|
23.1K
$1.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-180Closed |
$8.82K - $9.28K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
23New |
$1.13K - $1.19K
|
23
$1.16K
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-42- 8.9% |
$2.06K - $2.16K
|
430
$21.6K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
286New |
$13.4K - $14.5K
|
286
$14.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
660+ 3473.68% |
$30.8K - $33.4K
|
679
$34.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-201- 0.67% |
$9.39K - $10.2K
|
29.8K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.51KNew |
$164K - $178K
|
3.51K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
428New |
$20K - $21.7K
|
428
$21.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
9.74MNew |
$455M - $494M
|
9.74M
$490M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.88KNew |
$368K - $400K
|
7.88K
$397K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
260+ 100.0% |
$12.2K - $13.2K
|
520
$26.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-540- 31.4% |
$25.2K - $27.4K
|
1.18K
$59.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
370New |
$17.3K - $18.8K
|
370
$18.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
42KNew |
$1.96M - $2.13M
|
42K
$2.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
12New |
$561 - $608
|
12
$604
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.4K- 96.16% |
$533K - $578K
|
455
$22.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
233+ 3.54% |
$10.9K - $11.8K
|
6.81K
$343K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3New |
$140 - $152
|
3
$151
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
338New |
$15.8K - $17.1K
|
338
$17K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
393New |
$18.4K - $19.9K
|
393
$19.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-7.01K- 1.96% |
$328K - $355K
|
350K
$17.6M
|
|