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 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.18KNew |
$153K - $160K
|
3.18K
$161K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
3.05K+ 1.94% |
$146K - $153K
|
160K
$8.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.72KNew |
$82.5K - $86.4K
|
1.72K
$86.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
982+ 6.6% |
$47.2K - $49.4K
|
15.9K
$802K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
925New |
$44.4K - $46.5K
|
925
$46.8K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
834+ 18.09% |
$40.1K - $41.9K
|
5.45K
$275K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
706New |
$33.9K - $35.5K
|
706
$35.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
402New |
$19.3K - $20.2K
|
402
$20.3K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
251New |
$12.1K - $12.6K
|
251
$12.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
198+ 1800.0% |
$9.51K - $9.96K
|
209
$10.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
171+ 4.12% |
$8.21K - $8.6K
|
4.32K
$218K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
162New |
$7.78K - $8.15K
|
162
$8.19K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
92New |
$4.42K - $4.63K
|
92
$4.65K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
92+ 19.13% |
$4.42K - $4.63K
|
573
$29K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
92New |
$4.42K - $4.63K
|
92
$4.65K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
73+ 7.47% |
$3.51K - $3.67K
|
1.05K
$53.1K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
56New |
$2.69K - $2.82K
|
56
$2.83K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
55New |
$2.64K - $2.77K
|
55
$2.78K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
28+ 0.86% |
$1.34K - $1.41K
|
3.29K
$166K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
21+ 30.0% |
$1.01K - $1.06K
|
91
$4.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5+ 0.7% |
$240 - $251
|
723
$36.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4New |
$192 - $201
|
4
$202
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
1New |
$48 - $50.3
|
1
$50.6
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
371KNew |
$18.4M - $19M
|
371K
$18.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
98.5KNew |
$4.87M - $5.03M
|
98.5K
$4.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
55.5KNew |
$2.74M - $2.83M
|
55.5K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.9KNew |
$341K - $352K
|
6.9K
$349K
|
|
|
Aug 09, 2023
Q2 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
4.82KNew |
$238K - $246K
|
4.82K
$244K
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.45KNew |
$220K - $227K
|
4.45K
$225K
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
4.41KNew |
$218K - $225K
|
4.41K
$223K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
4.32KNew |
$214K - $221K
|
4.32K
$219K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.03KNew |
$199K - $205K
|
4.03K
$204K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.42KNew |
$119K - $123K
|
2.42K
$122K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.57KNew |
$77.8K - $80.3K
|
1.57K
$79.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
703New |
$34.8K - $35.9K
|
703
$35.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
675New |
$33.4K - $34.5K
|
675
$34.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
365+ 0.32% |
$18K - $18.6K
|
116K
$5.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
357New |
$17.7K - $18.2K
|
357
$18.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
281New |
$13.9K - $14.3K
|
281
$14.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
272New |
$13.4K - $13.9K
|
272
$13.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
229+ 4.98% |
$11.3K - $11.7K
|
4.83K
$244K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
138New |
$6.82K - $7.04K
|
138
$6.98K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
65New |
$3.21K - $3.32K
|
65
$3.29K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
60New |
$2.97K - $3.06K
|
60
$3.03K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
10+ 0.25% |
$494 - $510
|
4.07K
$206K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
8New |
$396 - $408
|
8
$405
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
7.23MNew |
$355M - $373M
|
7.23M
$366M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.51MNew |
$74M - $77.9M
|
1.51M
$76.4M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
528K+ 40.59% |
$25.9M - $27.2M
|
1.83M
$92.5M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
89.6KNew |
$4.39M - $4.62M
|
89.6K
$4.53M
|
|