Latest Institutional Purchases of Ishares Tr Broad Usd Inbd Etfv (USIG)
This list provides information on the latest institutional transactions involving Ishares Tr Broad Usd Inbd Etfv (USIG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.09KNew |
$144K - $159K
|
3.09K
$160K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.61KNew |
$122K - $134K
|
2.61K
$135K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.42KNew |
$66.5K - $73.3K
|
1.42K
$73.7K
|
|
|
Aug 15, 2025
Q4 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
1.3KNew |
$60.5K - $66.7K
|
1.3K
$67K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
454New |
$21.2K - $23.4K
|
454
$23.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
253New |
$11.8K - $13K
|
253
$13.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
225New |
$10.5K - $11.6K
|
225
$11.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
211New |
$9.86K - $10.9K
|
211
$10.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
165New |
$7.71K - $8.49K
|
165
$8.54K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
129+ 12900.0% |
$6.03K - $6.64K
|
130
$6.73K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
118+ 2.27% |
$5.51K - $6.07K
|
5.33K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
69New |
$3.22K - $3.55K
|
69
$3.57K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
48New |
$2.24K - $2.47K
|
48
$2.48K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
34New |
$1.59K - $1.75K
|
34
$1.76K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
14New |
$654 - $721
|
14
$725
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13New |
$607 - $669
|
13
$673
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1New |
$46.7 - $51.5
|
1
$51.8
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.69MNew |
$81.3M - $85.1M
|
1.69M
$87.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
221KNew |
$10.6M - $11.1M
|
221K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.98KNew |
$383K - $401K
|
7.98K
$413K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.05KNew |
$291K - $304K
|
6.05K
$313K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.92K+ 93.8% |
$284K - $298K
|
12.2K
$633K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
5.42KNew |
$260K - $273K
|
5.42K
$281K
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.37KNew |
$258K - $270K
|
5.37K
$278K
|
|
|
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
4.27KNew |
$205K - $215K
|
4.27K
$221K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.18KNew |
$153K - $160K
|
3.18K
$165K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
3.05K+ 1.94% |
$146K - $153K
|
160K
$8.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.72KNew |
$82.5K - $86.4K
|
1.72K
$88.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
982+ 6.6% |
$47.2K - $49.4K
|
15.9K
$821K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
925New |
$44.4K - $46.5K
|
925
$47.9K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
834+ 18.09% |
$40.1K - $41.9K
|
5.45K
$282K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
402New |
$19.3K - $20.2K
|
402
$20.8K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
251New |
$12.1K - $12.6K
|
251
$13K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
171+ 4.12% |
$8.21K - $8.6K
|
4.32K
$224K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
162New |
$7.78K - $8.15K
|
162
$8.39K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
92New |
$4.42K - $4.63K
|
92
$4.76K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
92+ 19.13% |
$4.42K - $4.63K
|
573
$29.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
92New |
$4.42K - $4.63K
|
92
$4.76K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
55New |
$2.64K - $2.77K
|
55
$2.85K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
28+ 0.86% |
$1.34K - $1.41K
|
3.29K
$170K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5+ 0.7% |
$240 - $251
|
723
$37.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4New |
$192 - $201
|
4
$207
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
1New |
$48 - $50.3
|
1
$51.8
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
371KNew |
$18.4M - $19M
|
371K
$19.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
98.5KNew |
$4.87M - $5.03M
|
98.5K
$5.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
55.5KNew |
$2.74M - $2.83M
|
55.5K
$2.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.9KNew |
$341K - $352K
|
6.9K
$357K
|
|
|
Aug 09, 2023
Q2 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
4.82KNew |
$238K - $246K
|
4.82K
$250K
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.45KNew |
$220K - $227K
|
4.45K
$230K
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
4.41KNew |
$218K - $225K
|
4.41K
$228K
|
|