Purchases and Sales Made in Q4 2024 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 2024. 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, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
22.1KNew |
$1.11M - $1.16M
|
22.1K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
21.9KNew |
$1.1M - $1.15M
|
21.9K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
21.6K+ 491.05% |
$1.08M - $1.13M
|
26K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
21.3K+ 9.75% |
$1.07M - $1.12M
|
240K
$12.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
21K+ 26.7% |
$1.05M - $1.1M
|
99.6K
$5.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21K+ 2.89% |
$1.05M - $1.1M
|
747K
$38M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.5K+ 22.24% |
$1.03M - $1.08M
|
112K
$5.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19.8K+ 9.82% |
$992K - $1.04M
|
221K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
19.7K+ 99.96% |
$988K - $1.04M
|
39.4K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19.4K+ 144.85% |
$972K - $1.02M
|
32.8K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
18.8K+ 8.78% |
$943K - $989K
|
233K
$11.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
16.3K+ 3.34% |
$819K - $858K
|
505K
$25.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
15.9K+ 9.17% |
$799K - $837K
|
190K
$9.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
15.7KNew |
$789K - $827K
|
15.7K
$800K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
15.1KNew |
$758K - $794K
|
15.1K
$769K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
14.9K+ 1.93% |
$748K - $784K
|
789K
$40.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.4K+ 88.83% |
$724K - $759K
|
30.7K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
13.7KNew |
$688K - $721K
|
13.7K
$698K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.5K+ 3.98% |
$676K - $708K
|
352K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
13.3KNew |
$668K - $701K
|
13.3K
$678K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
11.7KNew |
$588K - $616K
|
11.7K
$596K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11K+ 5.93% |
$554K - $581K
|
197K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
10.2KNew |
$511K - $535K
|
10.2K
$518K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.61K+ 15.15% |
$482K - $505K
|
73K
$3.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
8.96KNew |
$449K - $471K
|
8.96K
$456K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.84KNew |
$443K - $464K
|
8.84K
$449K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
8.54KNew |
$428K - $449K
|
8.54K
$434K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
8.49K+ 11.14% |
$425K - $446K
|
84.6K
$4.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8.41K+ 45.65% |
$422K - $442K
|
26.8K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.07K+ 38.61% |
$404K - $424K
|
29K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
7.73KNew |
$387K - $406K
|
7.73K
$393K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.68K+ 8.81% |
$385K - $404K
|
94.8K
$4.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.66K+ 42.06% |
$384K - $402K
|
25.9K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.44K+ 3.57% |
$373K - $391K
|
216K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.4KNew |
$371K - $389K
|
7.4K
$376K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.11K+ 17.07% |
$356K - $374K
|
48.8K
$2.48M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.71KNew |
$336K - $353K
|
6.71K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.65K+ 4.64% |
$333K - $349K
|
150K
$7.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
5.87K+ 74.81% |
$295K - $309K
|
13.7K
$698K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.69KNew |
$285K - $299K
|
5.69K
$290K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.5K+ 24.95% |
$276K - $289K
|
27.6K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
5.17K+ 3.9% |
$259K - $272K
|
138K
$7.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
5.11K+ 6.98% |
$256K - $269K
|
78.3K
$3.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.98K+ 29.11% |
$250K - $262K
|
22.1K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.89K+ 46.83% |
$245K - $257K
|
15.3K
$779K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.75KNew |
$238K - $249K
|
4.75K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
4.72K+ 3.72% |
$237K - $248K
|
132K
$6.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.6KNew |
$231K - $242K
|
4.6K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.52K+ 5.41% |
$227K - $238K
|
88.1K
$4.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
4.47KNew |
$224K - $235K
|
4.47K
$228K
|