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 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
101KNew |
$5.04M - $5.34M
|
101K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
101New |
$5.03K - $5.33K
|
101
$5.08K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.76KNew |
$287K - $304K
|
5.76K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-30.5K- 3.01% |
$1.52M - $1.61M
|
983K
$49.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
52.1K+ 7.22% |
$2.6M - $2.75M
|
774K
$38.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.29K- 25.31% |
$114K - $121K
|
6.76K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-9.67K- 22.97% |
$482K - $510K
|
32.4K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
370KNew |
$18.4M - $19.5M
|
370K
$18.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-111- 1.77% |
$5.53K - $5.86K
|
6.15K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.15K- 12.01% |
$57.4K - $60.8K
|
8.44K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-427- 2.9% |
$21.3K - $22.5K
|
14.3K
$719K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
11.6K+ 4.4% |
$578K - $613K
|
275K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-134K- 36.19% |
$6.66M - $7.05M
|
236K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-4.21K- 13.53% |
$210K - $222K
|
26.9K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.47K+ 1117.0% |
$223K - $236K
|
4.87K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
1.1K+ 5.42% |
$54.8K - $58.1K
|
21.4K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
31.6KNew |
$1.58M - $1.67M
|
31.6K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
799K+ 30.79% |
$39.8M - $42.2M
|
3.4M
$171M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-99- 6.67% |
$4.93K - $5.23K
|
1.39K
$69.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.92K- 46.43% |
$145K - $154K
|
3.37K
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-30.5K- 24.92% |
$1.52M - $1.61M
|
92K
$4.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-941- 2.89% |
$46.9K - $49.7K
|
31.7K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
601+ 9.68% |
$29.9K - $31.7K
|
6.81K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
332K+ 7.02% |
$16.5M - $17.5M
|
5.06M
$255M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
171New |
$8.52K - $9.03K
|
171
$8.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-15- 0.13% |
$747 - $792
|
11.8K
$594K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.88K- 2.71% |
$93.7K - $99.3K
|
67.5K
$3.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
18.6KNew |
$924K - $980K
|
18.6K
$934K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
7.88K+ 391.99% |
$393K - $416K
|
9.89K
$498K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-209- 3.13% |
$10.4K - $11K
|
6.48K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
11.2K+ 0.15% |
$557K - $591K
|
7.49M
$377M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.24K+ 40.54% |
$111K - $118K
|
7.76K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.5K- 1.52% |
$74.7K - $79.2K
|
97.3K
$4.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.2K+ 10.0% |
$1.26M - $1.33M
|
278K
$14M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.42K+ 39.58% |
$121K - $128K
|
8.53K
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.1K+ 15.46% |
$702K - $744K
|
105K
$5.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5New |
$249 - $264
|
5
$252
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-554- 8.93% |
$27.6K - $29.3K
|
5.65K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48.7K+ 7.19% |
$2.43M - $2.57M
|
726K
$36.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-964- 15.98% |
$48K - $50.9K
|
5.07K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.38K+ 8.85% |
$318K - $337K
|
78.4K
$3.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
6.21KNew |
$309K - $328K
|
6.21K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
810+ 8.03% |
$40.4K - $42.8K
|
10.9K
$548K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
218+ 4.81% |
$10.9K - $11.5K
|
4.75K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-385- 1.72% |
$19.2K - $20.3K
|
22.1K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
27.8KNew |
$1.38M - $1.47M
|
27.8K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74+ 0.03% |
$3.69K - $3.91K
|
224K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
797+ 7.15% |
$39.7K - $42.1K
|
11.9K
$601K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-184- 0.44% |
$9.17K - $9.72K
|
41.6K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.5K+ 12.71% |
$74.7K - $79.2K
|
13.3K
$669K
|