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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-42- 16.22% |
$2.11K - $2.21K
|
217
$10.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
120K+ 41.54% |
$6M - $6.29M
|
407K
$20.5M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
21.3K+ 9.75% |
$1.07M - $1.12M
|
240K
$12.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
274New |
$13.7K - $14.4K
|
274
$13.8K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-554K- 98.84% |
$27.8M - $29.1M
|
6.48K
$326K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-400K- 82.01% |
$20.1M - $21M
|
87.8K
$4.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3.89K+ 54.94% |
$195K - $204K
|
11K
$552K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
21.9KNew |
$1.1M - $1.15M
|
21.9K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
16.3K+ 3.34% |
$819K - $858K
|
505K
$25.4M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8+ 1.45% |
$401 - $420
|
558
$28.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.48K+ 2.12% |
$124K - $131K
|
120K
$6.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.05K+ 0.16% |
$52.8K - $55.3K
|
651K
$32.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-14.8K- 16.14% |
$742K - $778K
|
76.9K
$3.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
18.8K+ 8.78% |
$943K - $989K
|
233K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
4.11KNew |
$206K - $216K
|
4.11K
$207K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-118K- 1.58% |
$5.93M - $6.22M
|
7.37M
$371M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.78K- 35.0% |
$340K - $356K
|
12.6K
$634K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
2.37K+ 20.03% |
$119K - $124K
|
14.2K
$713K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
332+ 5.7% |
$16.6K - $17.4K
|
6.15K
$310K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
66.2K+ 15.05% |
$3.32M - $3.48M
|
506K
$25.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
20+ 43.48% |
$1K - $1.05K
|
66
$3.32K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.61K+ 15.15% |
$482K - $505K
|
73K
$3.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.06M+ 7.8% |
$52.9M - $55.5M
|
14.6M
$734M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
84New |
$4.21K - $4.42K
|
84
$4.23K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-65.2K- 2.9% |
$3.27M - $3.42M
|
2.18M
$110M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
627+ 2.04% |
$31.4K - $33K
|
31.4K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
181+ 21.47% |
$9.08K - $9.51K
|
1.02K
$51.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
53New |
$2.66K - $2.79K
|
53
$2.67K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.68K+ 8.81% |
$385K - $404K
|
94.8K
$4.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
122K+ 5.01% |
$6.12M - $6.42M
|
2.56M
$129M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-396- 5.12% |
$19.9K - $20.8K
|
7.34K
$369K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.63K+ 6.8% |
$81.9K - $85.8K
|
25.6K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
568+ 1.79% |
$28.5K - $29.9K
|
32.2K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.2K+ 12.35% |
$110K - $116K
|
20K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-328K- 97.93% |
$16.5M - $17.3M
|
6.95K
$349K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
620K+ 13.3% |
$31.1M - $32.6M
|
5.28M
$266M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.75KNew |
$238K - $249K
|
4.75K
$239K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-779- 1.97% |
$39.1K - $40.9K
|
38.7K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
4.15KNew |
$208K - $218K
|
4.15K
$209K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-215- 8.68% |
$10.8K - $11.3K
|
2.26K
$114K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
653New |
$32.7K - $34.3K
|
653
$32.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.89K+ 46.83% |
$245K - $257K
|
15.3K
$771K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
22.8KNew |
$1.14M - $1.2M
|
22.8K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.64K+ 571.08% |
$82.2K - $86.1K
|
1.93K
$96.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
36.7KNew |
$1.84M - $1.93M
|
36.7K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.94K- 22.03% |
$298K - $312K
|
21K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
23+ 18.11% |
$1.15K - $1.21K
|
150
$7.55K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.98K+ 29.11% |
$250K - $262K
|
22.1K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
67.6K+ 6.96% |
$3.39M - $3.55M
|
1.04M
$52.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-5.25K- 47.57% |
$263K - $276K
|
5.78K
$291K
|