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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
92+ 19.13% |
$4.42K - $4.63K
|
573
$29.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.69MNew |
$81.3M - $85.1M
|
1.69M
$87.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5+ 0.7% |
$240 - $251
|
723
$37.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
3.05K+ 1.94% |
$146K - $153K
|
160K
$8.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-23.3K- 77.69% |
$1.12M - $1.17M
|
6.69K
$346K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
5.42KNew |
$260K - $273K
|
5.42K
$281K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.05KNew |
$291K - $304K
|
6.05K
$313K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.72KNew |
$82.5K - $86.4K
|
1.72K
$88.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
92New |
$4.42K - $4.63K
|
92
$4.76K
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.37KNew |
$258K - $270K
|
5.37K
$278K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
402New |
$19.3K - $20.2K
|
402
$20.8K
|
|
| Q2 2023 | |||||||
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-5.63KClosed |
$278K - $287K
|
0
$0
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.03KNew |
$199K - $205K
|
4.03K
$208K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
138New |
$6.82K - $7.04K
|
138
$7.14K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
371KNew |
$18.4M - $19M
|
371K
$19.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.9KNew |
$341K - $352K
|
6.9K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
55.5KNew |
$2.74M - $2.83M
|
55.5K
$2.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.57KNew |
$77.8K - $80.3K
|
1.57K
$81.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
365+ 0.32% |
$18K - $18.6K
|
116K
$5.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
8New |
$396 - $408
|
8
$414
|
|
|
Aug 09, 2023
Q2 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
4.82KNew |
$238K - $246K
|
4.82K
$250K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
4.32KNew |
$214K - $221K
|
4.32K
$224K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
357New |
$17.7K - $18.2K
|
357
$18.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.07K- 75.4% |
$53K - $54.8K
|
350
$18.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
10+ 0.25% |
$494 - $510
|
4.07K
$211K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-14.2K- 63.88% |
$700K - $722K
|
8K
$414K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
98.5KNew |
$4.87M - $5.03M
|
98.5K
$5.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.45KNew |
$220K - $227K
|
4.45K
$230K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-321- 96.11% |
$15.9K - $16.4K
|
13
$673
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
675New |
$33.4K - $34.5K
|
675
$34.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-285- 5.41% |
$14.1K - $14.5K
|
4.98K
$258K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
272New |
$13.4K - $13.9K
|
272
$14.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4.04K- 9.24% |
$200K - $206K
|
39.6K
$2.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-42- 8.61% |
$2.08K - $2.14K
|
446
$23.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
60New |
$2.97K - $3.06K
|
60
$3.11K
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-30.9K- 76.23% |
$1.53M - $1.58M
|
9.65K
$499K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
703New |
$34.8K - $35.9K
|
703
$36.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-667- 98.52% |
$33K - $34K
|
10
$518
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-440- 7.17% |
$21.8K - $22.5K
|
5.7K
$295K
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
4.41KNew |
$218K - $225K
|
4.41K
$228K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
281New |
$13.9K - $14.3K
|
281
$14.5K
|
|
| Q1 2023 | |||||||
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
25K+ 20.0% |
$1.23M - $1.29M
|
150K
$7.77M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.53KNew |
$271K - $285K
|
5.53K
$286K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-68- 54.4% |
$3.33K - $3.5K
|
57
$2.95K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
89.6KNew |
$4.39M - $4.62M
|
89.6K
$4.64M
|
|