Purchases and Sales Made in Q4 2022 in Ishares Tr Broad Usd Inbd Etfv (USIG)
This table provides information about the institutional ownership of Ishares Tr Broad Usd Inbd Etfv (USIG) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES TR BROAD USD INBD ETFV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 8.7% |
$93.5 - $101
|
21
$1.07K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7- 0.31% |
$327 - $355
|
2.27K
$115K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-8- 3.69% |
$374 - $405
|
209
$10.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-35- 3.32% |
$1.64K - $1.77K
|
1.02K
$51.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-42- 19.53% |
$1.96K - $2.13K
|
173
$8.8K
|
|
|
Feb 13, 2025
Q4 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-44- 0.93% |
$2.06K - $2.23K
|
4.67K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-121- 0.65% |
$5.66K - $6.13K
|
18.6K
$947K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-123- 30.52% |
$5.75K - $6.23K
|
280
$14.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-129- 6.67% |
$6.03K - $6.54K
|
1.81K
$91.8K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-152- 35.43% |
$7.1K - $7.7K
|
277
$14.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-161- 1.53% |
$7.53K - $8.16K
|
10.4K
$528K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-188- 2.15% |
$8.79K - $9.53K
|
8.54K
$434K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-188- 2.15% |
$8.79K - $9.53K
|
8.54K
$434K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-197- 42.46% |
$9.21K - $9.98K
|
267
$13.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-201- 0.67% |
$9.39K - $10.2K
|
29.8K
$1.52M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-202- 1.81% |
$9.44K - $10.2K
|
11K
$558K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-204- 3.22% |
$9.53K - $10.3K
|
6.14K
$312K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-247- 33.74% |
$11.5K - $12.5K
|
485
$24.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-264- 2.4% |
$12.3K - $13.4K
|
10.7K
$545K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-423- 6.92% |
$19.8K - $21.4K
|
5.69K
$289K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-430- 4.35% |
$20.1K - $21.8K
|
9.45K
$481K
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-482- 8.54% |
$22.5K - $24.4K
|
5.16K
$262K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-540- 31.4% |
$25.2K - $27.4K
|
1.18K
$60K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-600- 10.26% |
$28K - $30.4K
|
5.25K
$267K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-680- 2.73% |
$31.8K - $34.5K
|
24.2K
$1.23M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-685- 12.59% |
$32K - $34.7K
|
4.76K
$242K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-690- 13.33% |
$32.3K - $35K
|
4.49K
$228K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-713- 14.66% |
$33.3K - $36.1K
|
4.15K
$211K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-755- 7.32% |
$35.3K - $38.3K
|
9.56K
$486K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-783- 66.19% |
$36.6K - $39.7K
|
400
$20.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-887- 1.65% |
$41.5K - $45K
|
52.8K
$2.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-978- 16.59% |
$45.7K - $49.6K
|
4.92K
$250K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.03K- 64.07% |
$48.1K - $52.1K
|
577
$29.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.07K- 7.51% |
$50.1K - $54.3K
|
13.2K
$672K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.09K- 14.11% |
$50.9K - $55.2K
|
6.64K
$338K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.21K- 15.0% |
$56.5K - $61.2K
|
6.85K
$348K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.24K- 7.52% |
$57.9K - $62.8K
|
15.2K
$776K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.25K- 10.94% |
$58.5K - $63.4K
|
10.2K
$518K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-1.32K- 8.39% |
$61.8K - $67K
|
14.4K
$734K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.72K- 3.61% |
$80.2K - $86.9K
|
45.8K
$2.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.76K- 21.36% |
$82.2K - $89.1K
|
6.47K
$329K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.78K- 0.63% |
$83.2K - $90.2K
|
280K
$14.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.88K- 20.58% |
$88K - $95.4K
|
7.26K
$369K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 16.29% |
$100K - $109K
|
11K
$561K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.23K- 17.36% |
$104K - $113K
|
10.6K
$540K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.34K- 5.44% |
$110K - $119K
|
40.8K
$2.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-2.35K- 96.35% |
$110K - $119K
|
89
$4.53K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.53K- 7.74% |
$118K - $128K
|
30.1K
$1.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-2.53K- 34.69% |
$118K - $128K
|
4.76K
$242K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.53K- 16.17% |
$118K - $128K
|
13.1K
$666K
|