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 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-108Closed |
$6.53K - $6.72K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
4.85KNew |
$293K - $302K
|
4.85K
$247K
|
|
Oct 14, 2020
Q3 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-101Closed |
$6.1K - $6.28K
|
0
$0
|
|
Q2 2020 | |||||||
May 24, 2024
Q2 2020
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
719KNew |
$39.6M - $43.4M
|
719K
$36.7M
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3- 0.88% |
$165 - $181
|
339
$17.3K
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-581Closed |
$32K - $35.1K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-4.58KClosed |
$252K - $277K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-84.9KClosed |
$4.68M - $5.13M
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-11KClosed |
$606K - $665K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-8.99KClosed |
$495K - $543K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-310Closed |
$17.1K - $18.7K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.44KClosed |
$79.1K - $86.8K
|
0
$0
|
|
Q1 2020 | |||||||
May 20, 2020
Q1 2020
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-10.3KClosed |
$509K - $627K
|
0
$0
|
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-469Closed |
$23.1K - $28.5K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-34.4KClosed |
$1.7M - $2.09M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
204New |
$10.1K - $12.4K
|
204
$10.4K
|
|
May 11, 2020
Q1 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-5.4KClosed |
$266K - $329K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-98Closed |
$4.83K - $5.96K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-118Closed |
$5.82K - $7.17K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Conning Inc.
|
SELL
|
- |
-147KClosed |
$7.26M - $8.96M
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-212Closed |
$10.5K - $12.9K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-31Closed |
$1.53K - $1.88K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.41KClosed |
$139K - $141K
|
0
$0
|
|
Jan 09, 2020
Q4 2019
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-4.08KClosed |
$235K - $239K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
Private Portfolio Partners LLC
|
SELL
|
- |
-11.6KClosed |
$656K - $682K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-486Closed |
$27.5K - $28.6K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-78Closed |
$4.41K - $4.59K
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
Friedenthal Financial
|
SELL
|
- |
-4.7KClosed |
$266K - $276K
|
0
$0
|
|
Oct 22, 2019
Q3 2019
|
Hudson Capital Management LLC
|
SELL
|
- |
-7.2KClosed |
$407K - $424K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-856Closed |
$47K - $48.9K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4.02KClosed |
$220K - $229K
|
0
$0
|
|
Jul 17, 2019
Q2 2019
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.88KClosed |
$213K - $221K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-117Closed |
$6.2K - $6.47K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-30Closed |
$1.59K - $1.66K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Crewe Advisors LLC
|
SELL
|
- |
-918Closed |
$48.7K - $50.8K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-299Closed |
$15.8K - $16.5K
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Apr 17, 2019
Q1 2019
|
Founders Capital Management
|
SELL
|
- |
-16Closed |
$848 - $885
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-62Closed |
$3.29K - $3.43K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-484Closed |
$25.3K - $25.9K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Washington Trust Bank
|
SELL
|
- |
-612Closed |
$32.1K - $32.7K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Courier Capital LLC
|
SELL
|
- |
-7.79KClosed |
$408K - $416K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-3.4KClosed |
$178K - $182K
|
0
$0
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-200Closed |
$10.5K - $10.7K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-1.15KClosed |
$61.4K - $62.2K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
63.2KNew |
$3.37M - $3.42M
|
63.2K
$3.22M
|
|
Nov 14, 2018
Q3 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$53.4 - $54.1
|
2
$102
|
|
Nov 13, 2018
Q3 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-234Closed |
$12.5K - $12.7K
|
0
$0
|
|
Nov 02, 2018
Q3 2018
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
125+ 100.0% |
$6.67K - $6.76K
|
250
$12.7K
|
|
Oct 30, 2018
Q3 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-110Closed |
$5.87K - $5.95K
|
0
$0
|