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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
4.32KNew |
$214K - $221K
|
4.32K
$220K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
357New |
$17.7K - $18.2K
|
357
$18.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.07K- 75.4% |
$53K - $54.8K
|
350
$17.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-86- 85.15% |
$4.25K - $4.39K
|
15
$765
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-14.2K- 63.88% |
$700K - $722K
|
8K
$408K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
10+ 0.25% |
$494 - $510
|
4.07K
$207K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
98.5KNew |
$4.87M - $5.03M
|
98.5K
$5.02M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-321- 96.11% |
$15.9K - $16.4K
|
13
$663
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.45KNew |
$220K - $227K
|
4.45K
$227K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
675New |
$33.4K - $34.5K
|
675
$34.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-285- 5.41% |
$14.1K - $14.5K
|
4.98K
$254K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
272New |
$13.4K - $13.9K
|
272
$13.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4.04K- 9.24% |
$200K - $206K
|
39.6K
$2.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-42- 8.61% |
$2.08K - $2.14K
|
446
$22.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
60New |
$2.97K - $3.06K
|
60
$3.06K
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-30.9K- 76.23% |
$1.53M - $1.58M
|
9.65K
$492K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
703New |
$34.8K - $35.9K
|
703
$35.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-667- 98.52% |
$33K - $34K
|
10
$510
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
4.41KNew |
$218K - $225K
|
4.41K
$225K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-440- 7.17% |
$21.8K - $22.5K
|
5.7K
$290K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
281New |
$13.9K - $14.3K
|
281
$14.3K
|
|
| Q1 2023 | |||||||
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
25K+ 20.0% |
$1.23M - $1.29M
|
150K
$7.65M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.53KNew |
$271K - $285K
|
5.53K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
89.6KNew |
$4.39M - $4.62M
|
89.6K
$4.57M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-68- 54.4% |
$3.33K - $3.5K
|
57
$2.91K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.29K- 22.69% |
$259K - $272K
|
18K
$919K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.99K+ 1474.07% |
$97.5K - $103K
|
2.13K
$108K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
18New |
$882 - $928
|
18
$918
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
338New |
$16.6K - $17.4K
|
338
$17.2K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
15New |
$735 - $773
|
15
$765
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.6KNew |
$176K - $185K
|
3.6K
$183K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1KNew |
$49K - $51.5K
|
1K
$51K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
528K+ 40.59% |
$25.9M - $27.2M
|
1.83M
$93.2M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2New |
$98 - $103
|
2
$102
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.51MNew |
$74M - $77.9M
|
1.51M
$77M
|
|
|
May 08, 2023
Q1 2023
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
7.23MNew |
$355M - $373M
|
7.23M
$369M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-3.4K- 69.26% |
$166K - $175K
|
1.51K
$76.9K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.4K- 24.53% |
$68.4K - $71.9K
|
4.29K
$219K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.33K- 21.96% |
$114K - $120K
|
8.28K
$422K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-329- 4.65% |
$16.1K - $17K
|
6.75K
$344K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23New |
$1.13K - $1.19K
|
23
$1.17K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.43K+ 47.28% |
$168K - $177K
|
10.7K
$545K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
156New |
$7.65K - $8.04K
|
156
$7.95K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.28KNew |
$210K - $220K
|
4.28K
$218K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.4KNew |
$654K - $688K
|
13.4K
$681K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
4.04K+ 7.38% |
$198K - $208K
|
58.8K
$3M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-5.26K- 54.25% |
$258K - $271K
|
4.44K
$226K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
105+ 2.47% |
$5.15K - $5.41K
|
4.35K
$222K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-180Closed |
$8.82K - $9.28K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-30.5K- 56.92% |
$1.49M - $1.57M
|
23.1K
$1.18M
|
|