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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Santa Clara Valley Transportation Authority
San Jose, CA |
BUY
|
- |
442KNew |
$22M - $23.3M
|
442K
$22.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
370KNew |
$18.4M - $19.5M
|
370K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
332K+ 7.02% |
$16.5M - $17.5M
|
5.06M
$256M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
270K+ 5.72% |
$13.5M - $14.3M
|
5M
$253M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
220K+ 23.1% |
$11M - $11.6M
|
1.17M
$59.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
191K+ 111.04% |
$9.5M - $10.1M
|
362K
$18.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
182K+ 1633.02% |
$9.05M - $9.59M
|
193K
$9.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
155K+ 16.64% |
$7.73M - $8.19M
|
1.09M
$55M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
139K+ 2.38% |
$6.94M - $7.36M
|
5.99M
$303M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
111K+ 50.67% |
$5.54M - $5.87M
|
331K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
101KNew |
$5.04M - $5.34M
|
101K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
98.4K+ 3.03% |
$4.9M - $5.19M
|
3.35M
$169M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
84.6K+ 41.59% |
$4.21M - $4.46M
|
288K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
61.8K+ 59.04% |
$3.08M - $3.26M
|
167K
$8.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
57.9K+ 13.43% |
$2.88M - $3.05M
|
489K
$24.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
52.1K+ 7.22% |
$2.6M - $2.75M
|
774K
$39.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48.7K+ 7.19% |
$2.43M - $2.57M
|
726K
$36.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
31.6KNew |
$1.58M - $1.67M
|
31.6K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
28.3K+ 63.1% |
$1.41M - $1.49M
|
73.1K
$3.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
27.8KNew |
$1.38M - $1.47M
|
27.8K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.2K+ 10.0% |
$1.26M - $1.33M
|
278K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
23.9K+ 47.7% |
$1.19M - $1.26M
|
74.2K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.6K+ 14.01% |
$1.18M - $1.25M
|
192K
$9.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
23.1K+ 1.67% |
$1.15M - $1.22M
|
1.41M
$71.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
22.3KNew |
$1.11M - $1.18M
|
22.3K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
18.6KNew |
$924K - $980K
|
18.6K
$939K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.2KNew |
$907K - $961K
|
18.2K
$921K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.4K+ 29.57% |
$869K - $921K
|
76.5K
$3.87M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
17.4KNew |
$865K - $917K
|
17.4K
$879K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
14.4K+ 29.18% |
$719K - $762K
|
63.9K
$3.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.1K+ 15.46% |
$702K - $744K
|
105K
$5.32M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.5K+ 2.47% |
$673K - $713K
|
561K
$28.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.3KNew |
$611K - $647K
|
12.3K
$620K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
11.6K+ 4.4% |
$578K - $613K
|
275K
$13.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
11.5K+ 10.23% |
$575K - $609K
|
124K
$6.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11K+ 3.34% |
$546K - $578K
|
338K
$17.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
10.8KNew |
$538K - $570K
|
10.8K
$546K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.86KNew |
$442K - $468K
|
8.86K
$448K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
8.36K+ 32.52% |
$416K - $441K
|
34K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.97K+ 52.57% |
$397K - $421K
|
23.1K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
7.88K+ 391.99% |
$393K - $416K
|
9.89K
$500K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.63KNew |
$380K - $403K
|
7.63K
$386K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.37K+ 11.31% |
$367K - $389K
|
72.6K
$3.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
7.08KNew |
$353K - $374K
|
7.08K
$358K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.39K+ 19.24% |
$318K - $337K
|
39.6K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.38K+ 8.85% |
$318K - $337K
|
78.4K
$3.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
6.21KNew |
$309K - $328K
|
6.21K
$314K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.9KNew |
$294K - $311K
|
5.9K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.76KNew |
$287K - $304K
|
5.76K
$291K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.38K+ 22.86% |
$268K - $284K
|
28.9K
$1.46M
|