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 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$299 - $317
|
6
$302
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5+ 2.03% |
$249 - $264
|
251
$12.6K
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5New |
$249 - $264
|
5
$252
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
5+ 0.12% |
$249 - $264
|
4.2K
$211K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 1.06% |
$149 - $158
|
285
$14.4K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
3+ 1.06% |
$149 - $158
|
287
$14.5K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2New |
$99.6 - $106
|
2
$101
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 1.09% |
$99.6 - $106
|
185
$9.32K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.38M+ 24.01% |
$67.8M - $69.8M
|
7.12M
$358M
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
699KNew |
$34.4M - $35.4M
|
699K
$35.2M
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
291KNew |
$14.3M - $14.8M
|
291K
$14.7M
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
45.1KNew |
$2.22M - $2.29M
|
45.1K
$2.27M
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
36.8KNew |
$1.81M - $1.87M
|
36.8K
$1.86M
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
36.2KNew |
$1.78M - $1.84M
|
36.2K
$1.82M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
16.8K+ 154.46% |
$825K - $850K
|
27.6K
$1.39M
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.32KNew |
$410K - $422K
|
8.32K
$419K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
7.8KNew |
$384K - $395K
|
7.8K
$393K
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.08KNew |
$250K - $257K
|
5.08K
$256K
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
4.9K+ 1.54% |
$241K - $248K
|
323K
$16.3M
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
4.38KNew |
$215K - $222K
|
4.38K
$221K
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.14KNew |
$204K - $210K
|
4.14K
$209K
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.99KNew |
$196K - $202K
|
3.99K
$201K
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.63K+ 20.08% |
$179K - $184K
|
21.7K
$1.09M
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
3.61KNew |
$178K - $183K
|
3.61K
$182K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.27KNew |
$161K - $166K
|
3.27K
$165K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.78KNew |
$137K - $141K
|
2.78K
$140K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.08K+ 69.96% |
$102K - $105K
|
5.04K
$254K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.74K+ 33.46% |
$85.8K - $88.4K
|
6.96K
$350K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.6KNew |
$78.7K - $81.1K
|
1.6K
$80.6K
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.57K+ 23.92% |
$77.4K - $79.7K
|
8.14K
$410K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.11KNew |
$54.8K - $56.5K
|
1.11K
$56.1K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
871+ 149.4% |
$42.9K - $44.2K
|
1.45K
$73.2K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
604+ 2.47% |
$29.7K - $30.6K
|
25K
$1.26M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
600+ 14.14% |
$29.5K - $30.4K
|
4.84K
$244K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
592New |
$29.1K - $30K
|
592
$29.8K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
416New |
$20.5K - $21.1K
|
416
$21K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
358New |
$17.6K - $18.2K
|
358
$18K
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
308+ 3.61% |
$15.2K - $15.6K
|
8.84K
$445K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
307New |
$15.1K - $15.6K
|
307
$15.5K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
258+ 5.7% |
$12.7K - $13.1K
|
4.79K
$241K
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
198New |
$9.74K - $10K
|
198
$9.97K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
171New |
$8.41K - $8.67K
|
171
$8.61K
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
170New |
$8.37K - $8.62K
|
170
$8.56K
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
147+ 2.09% |
$7.23K - $7.45K
|
7.19K
$362K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
131+ 8.7% |
$6.45K - $6.64K
|
1.64K
$82.5K
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
118New |
$5.81K - $5.98K
|
118
$5.94K
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
102New |
$5.02K - $5.17K
|
102
$5.14K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
101New |
$4.97K - $5.12K
|
101
$5.09K
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
100+ 8.06% |
$4.92K - $5.07K
|
1.34K
$67.5K
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
94New |
$4.63K - $4.77K
|
94
$4.73K
|