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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.6KNew |
$176K - $185K
|
3.6K
$186K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2New |
$98 - $103
|
2
$104
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.51MNew |
$74M - $77.9M
|
1.51M
$78.2M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.33K- 21.96% |
$114K - $120K
|
8.28K
$429K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.4K- 24.53% |
$68.4K - $71.9K
|
4.29K
$222K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-329- 4.65% |
$16.1K - $17K
|
6.75K
$349K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23New |
$1.13K - $1.19K
|
23
$1.19K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.43K+ 47.28% |
$168K - $177K
|
10.7K
$554K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.28KNew |
$210K - $220K
|
4.28K
$221K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
4.04K+ 7.38% |
$198K - $208K
|
58.8K
$3.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
105+ 2.47% |
$5.15K - $5.41K
|
4.35K
$225K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-5.26K- 54.25% |
$258K - $271K
|
4.44K
$230K
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-30.5K- 56.92% |
$1.49M - $1.57M
|
23.1K
$1.19M
|
|
|
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
$1.19K
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-42- 8.9% |
$2.06K - $2.16K
|
430
$22.3K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
286New |
$13.4K - $14.5K
|
286
$14.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
660+ 3473.68% |
$30.8K - $33.4K
|
679
$35.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-201- 0.67% |
$9.39K - $10.2K
|
29.8K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.51KNew |
$164K - $178K
|
3.51K
$182K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
428New |
$20K - $21.7K
|
428
$22.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
9.74MNew |
$455M - $494M
|
9.74M
$504M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
260+ 100.0% |
$12.2K - $13.2K
|
520
$26.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
370New |
$17.3K - $18.8K
|
370
$19.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
12New |
$561 - $608
|
12
$621
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
42KNew |
$1.96M - $2.13M
|
42K
$2.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3New |
$140 - $152
|
3
$155
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.4K- 96.16% |
$533K - $578K
|
455
$23.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
233+ 3.54% |
$10.9K - $11.8K
|
6.81K
$353K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
393New |
$18.4K - $19.9K
|
393
$20.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-7.01K- 1.96% |
$328K - $355K
|
350K
$18.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-2.35K- 96.35% |
$110K - $119K
|
89
$4.61K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
600New |
$28K - $30.4K
|
600
$31.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-123- 30.52% |
$5.75K - $6.23K
|
280
$14.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
128+ 2.37% |
$5.98K - $6.49K
|
5.53K
$286K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 2.96% |
$234 - $253
|
174
$9.01K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
209New |
$9.77K - $10.6K
|
209
$10.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
97New |
$4.53K - $4.92K
|
97
$5.02K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
535New |
$25K - $27.1K
|
535
$27.7K
|
|
| Q3 2022 | |||||||
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-24.5K- 99.19% |
$1.17M - $1.29M
|
200
$10.4K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.19KClosed |
$391K - $430K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.55K- 2.11% |
$73.9K - $81.3K
|
71.8K
$3.72M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.2K- 0.56% |
$57.2K - $62.9K
|
213K
$11M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$4.78K - $5.26K
|
100
$5.18K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4New |
$191 - $210
|
4
$207
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.24KNew |
$250K - $275K
|
5.24K
$271K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-5.83K- 17.75% |
$278K - $306K
|
27K
$1.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.4K- 23.77% |
$66.9K - $73.6K
|
4.49K
$232K
|
|