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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-25- 3.41% |
$1.25K - $1.38K
|
709
$36.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
2New |
$99.8 - $110
|
2
$104
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
150New |
$7.49K - $8.27K
|
150
$7.77K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
36New |
$1.8K - $1.99K
|
36
$1.86K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-923- 93.61% |
$46.1K - $50.9K
|
63
$3.26K
|
|
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-30.2KClosed |
$1.51M - $1.66M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.57KClosed |
$228K - $252K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 14, 2023
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
10.3KNew |
$561K - $612K
|
10.3K
$534K
|
|
|
Jun 17, 2022
Q1 2022
|
Dow Chemical CO
Midland, MI |
BUY
|
- |
32.7K+ 174.05% |
$1.78M - $1.94M
|
51.5K
$2.66M
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.07MNew |
$58.3M - $63.6M
|
1.07M
$55.5M
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-10.6KClosed |
$574K - $626K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-4.79MClosed |
$261M - $284M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
18.8KNew |
$1.02M - $1.12M
|
18.8K
$973K
|
|
|
May 11, 2022
Q1 2022
|
Fosun International LTD
|
SELL
|
- |
-65.1KClosed |
$3.54M - $3.86M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
SELL
|
- |
-5.5KClosed |
$299K - $326K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-134- 50.0% |
$7.28K - $7.95K
|
134
$6.94K
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4.01KClosed |
$218K - $238K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-17Closed |
$924 - $1.01K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-6Closed |
$326 - $356
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-5Closed |
$272 - $297
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-29Closed |
$1.58K - $1.72K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
1.41KNew |
$76.4K - $83.4K
|
1.41K
$72.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-7.9KClosed |
$430K - $469K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-3.77KClosed |
$205K - $224K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-10.5KClosed |
$571K - $623K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-30Closed |
$1.63K - $1.78K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4.59KClosed |
$250K - $272K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-600- 97.4% |
$32.6K - $35.6K
|
16
$828
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-139Closed |
$7.56K - $8.25K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
1.06KNew |
$57.5K - $62.7K
|
1.06K
$54.7K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.06KNew |
$57.5K - $62.7K
|
1.06K
$54.7K
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
36New |
$2.14K - $2.19K
|
36
$1.86K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
81New |
$4.8K - $4.92K
|
81
$4.19K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
92New |
$5.46K - $5.59K
|
92
$4.76K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-23Closed |
$1.36K - $1.4K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.42KClosed |
$84K - $86K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sanchez Wealth Management Group
|
SELL
|
- |
-9.41KClosed |
$558K - $571K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
22New |
$1.31K - $1.34K
|
22
$1.14K
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
7.6KNew |
$451K - $462K
|
7.6K
$393K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-16.4KClosed |
$974K - $997K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-7.55KClosed |
$448K - $459K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-186Closed |
$11K - $11.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.58KNew |
$272K - $278K
|
4.58K
$237K
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.64KClosed |
$216K - $221K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-65Closed |
$3.86K - $3.95K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-267Closed |
$15.8K - $16.2K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-149Closed |
$8.84K - $9.05K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.28KNew |
$75.6K - $77.4K
|
1.28K
$66K
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-364Closed |
$21.6K - $22.1K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-3.34KClosed |
$198K - $203K
|
0
$0
|
|