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 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
48+ 3.55% |
$2.4K - $2.46K
|
1.4K
$69.7K
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
44.4MNew |
$2.22B - $2.28B
|
44.4M
$2.21B
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.12K- 30.53% |
$106K - $109K
|
4.82K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
266New |
$13.3K - $13.7K
|
266
$13.2K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
56+ 11.64% |
$2.8K - $2.87K
|
537
$26.7K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
191+ 2.29% |
$9.56K - $9.8K
|
8.53K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
5.68KNew |
$284K - $291K
|
5.68K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-158K- 21.3% |
$7.9M - $8.1M
|
583K
$29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-99.8K- 16.08% |
$5M - $5.12M
|
521K
$25.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.8K+ 121.95% |
$2.14M - $2.2M
|
78K
$3.88M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-359- 5.51% |
$18K - $18.4K
|
6.16K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
375New |
$18.8K - $19.2K
|
375
$18.7K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
33.5K+ 9.0% |
$1.68M - $1.72M
|
406K
$20.2M
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$100 - $103
|
2
$99.5
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
23+ 1.34% |
$1.15K - $1.18K
|
1.74K
$86.6K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
58New |
$2.9K - $2.98K
|
58
$2.89K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-297- 50.6% |
$14.9K - $15.2K
|
290
$14.4K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
2.12KNew |
$106K - $109K
|
2.12K
$106K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.64KNew |
$232K - $238K
|
4.64K
$231K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.95KNew |
$248K - $254K
|
4.95K
$246K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-15K- 5.88% |
$751K - $770K
|
240K
$11.9M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$50.1 - $51.3
|
1
$49.8
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
826New |
$41.3K - $42.4K
|
826
$41.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
48+ 0.8% |
$2.4K - $2.46K
|
6.03K
$300K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
152New |
$7.61K - $7.8K
|
152
$7.57K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-905- 98.48% |
$45.3K - $46.4K
|
14
$697
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
300New |
$15K - $15.4K
|
300
$14.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
14New |
$701 - $718
|
14
$697
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-38- 0.23% |
$1.9K - $1.95K
|
16.6K
$824K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.34KNew |
$217K - $223K
|
4.34K
$216K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.47K+ 35.93% |
$73.4K - $75.2K
|
5.55K
$276K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.71K+ 117.2% |
$436K - $447K
|
16.1K
$803K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.46KNew |
$223K - $229K
|
4.46K
$222K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-17.2K- 3.85% |
$862K - $884K
|
430K
$21.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-525- 10.74% |
$26.3K - $26.9K
|
4.36K
$217K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 11.11% |
$100 - $103
|
16
$796
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.05K- 27.42% |
$103K - $105K
|
5.44K
$271K
|
|
| Q4 2023 | |||||||
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
48New |
$2.24K - $2.47K
|
48
$2.39K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-58- 1.04% |
$2.71K - $2.99K
|
5.53K
$275K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
129+ 12900.0% |
$6.03K - $6.64K
|
130
$6.47K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
14New |
$654 - $721
|
14
$697
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-531- 1.17% |
$24.8K - $27.3K
|
44.8K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1New |
$46.7 - $51.5
|
1
$49.8
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-638- 80.76% |
$29.8K - $32.8K
|
152
$7.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.63KNew |
$216K - $239K
|
4.63K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.13KNew |
$240K - $264K
|
5.13K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.09KNew |
$144K - $159K
|
3.09K
$154K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
165New |
$7.71K - $8.49K
|
165
$8.21K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.61KNew |
$122K - $134K
|
2.61K
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
69New |
$3.22K - $3.55K
|
69
$3.43K
|
|