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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
129+ 12900.0% |
$6.03K - $6.64K
|
130
$6.73K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
14New |
$654 - $721
|
14
$725
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-531- 1.17% |
$24.8K - $27.3K
|
44.8K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-638- 80.76% |
$29.8K - $32.8K
|
152
$7.87K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.13KNew |
$240K - $264K
|
5.13K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.09KNew |
$144K - $159K
|
3.09K
$160K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
165New |
$7.71K - $8.49K
|
165
$8.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.61KNew |
$122K - $134K
|
2.61K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
69New |
$3.22K - $3.55K
|
69
$3.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
579KNew |
$27M - $29.8M
|
579K
$30M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13New |
$607 - $669
|
13
$673
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1New |
$46.7 - $51.5
|
1
$51.8
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.1K- 40.11% |
$98.3K - $108K
|
3.14K
$163K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
70KNew |
$3.27M - $3.6M
|
70K
$3.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
9.26KNew |
$433K - $477K
|
9.26K
$479K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.9KNew |
$229K - $252K
|
4.9K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
253New |
$11.8K - $13K
|
253
$13.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
211New |
$9.86K - $10.9K
|
211
$10.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.27KNew |
$200K - $220K
|
4.27K
$221K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
34New |
$1.59K - $1.75K
|
34
$1.76K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.56K- 45.24% |
$213K - $235K
|
5.51K
$285K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.42KNew |
$66.5K - $73.3K
|
1.42K
$73.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-645K- 99.2% |
$30.1M - $33.2M
|
5.19K
$269K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
118+ 2.27% |
$5.51K - $6.07K
|
5.33K
$276K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
454New |
$21.2K - $23.4K
|
454
$23.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-11- 5.21% |
$514 - $566
|
200
$10.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
225New |
$10.5K - $11.6K
|
225
$11.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-184- 2.08% |
$8.6K - $9.47K
|
8.65K
$448K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
5.27KNew |
$246K - $271K
|
5.27K
$273K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.31K+ 6.56% |
$155K - $170K
|
53.8K
$2.78M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
93.7KNew |
$4.38M - $4.82M
|
93.7K
$4.85M
|
|
| Q3 2023 | |||||||
|
Oct 01, 2025
Q3 2023
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-90- 26.01% |
$4.32K - $4.53K
|
256
$13.3K
|
|
|
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
4.27KNew |
$205K - $215K
|
4.27K
$221K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
834+ 18.09% |
$40.1K - $41.9K
|
5.45K
$282K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
251New |
$12.1K - $12.6K
|
251
$13K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-12.5KClosed |
$601K - $629K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
925New |
$44.4K - $46.5K
|
925
$47.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
171+ 4.12% |
$8.21K - $8.6K
|
4.32K
$224K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
28+ 0.86% |
$1.34K - $1.41K
|
3.29K
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
162New |
$7.78K - $8.15K
|
162
$8.39K
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
221KNew |
$10.6M - $11.1M
|
221K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
55New |
$2.64K - $2.77K
|
55
$2.85K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-58.6K- 57.42% |
$2.81M - $2.94M
|
43.4K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.18KNew |
$153K - $160K
|
3.18K
$165K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
1New |
$48 - $50.3
|
1
$51.8
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.98KNew |
$383K - $401K
|
7.98K
$413K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.92K+ 93.8% |
$284K - $298K
|
12.2K
$633K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
982+ 6.6% |
$47.2K - $49.4K
|
15.9K
$821K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4New |
$192 - $201
|
4
$207
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
92New |
$4.42K - $4.63K
|
92
$4.76K
|
|