Purchases and Sales Made in Q4 2025 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 2025. 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 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
193K+ 2.04% |
$10M - $10.2M
|
9.66M
$500M
|
|
|
Jan 21, 2026
Q4 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
175KNew |
$9.06M - $9.22M
|
175K
$9.06M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
95.1KNew |
$4.92M - $5.01M
|
95.1K
$4.92M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
62.5K+ 1582.66% |
$3.24M - $3.29M
|
66.5K
$3.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
41.4K+ 12.77% |
$2.15M - $2.18M
|
366K
$18.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
37.3K+ 41.01% |
$1.93M - $1.96M
|
128K
$6.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
18.7K+ 235.71% |
$968K - $985K
|
26.6K
$1.38M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.1K+ 6.61% |
$573K - $584K
|
179K
$9.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
10.5K+ 12.64% |
$542K - $552K
|
93.3K
$4.83M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
8.75K+ 35.17% |
$453K - $461K
|
33.6K
$1.74M
|
|
|
Jan 20, 2026
Q4 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
8.2K+ 9.04% |
$425K - $432K
|
98.9K
$5.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.15KNew |
$422K - $430K
|
8.15K
$422K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
7.25K+ 7.86% |
$375K - $382K
|
99.5K
$5.15M
|
|
|
Jan 21, 2026
Q4 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.96K+ 0.93% |
$308K - $314K
|
646K
$33.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Ledyard National Bank
|
BUY
|
- |
5.02KNew |
$260K - $265K
|
5.02K
$260K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
4.91KNew |
$254K - $259K
|
4.91K
$254K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.85K+ 2.03% |
$251K - $255K
|
244K
$12.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
3.43KNew |
$178K - $181K
|
3.43K
$178K
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3.42K+ 2.3% |
$177K - $180K
|
152K
$7.86M
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.9K+ 80.48% |
$150K - $153K
|
6.51K
$337K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.41K+ 198.68% |
$125K - $127K
|
3.63K
$188K
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
2.15K+ 21.22% |
$111K - $113K
|
12.3K
$636K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.55K+ 5.88% |
$80.2K - $81.6K
|
27.9K
$1.44M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.47K+ 4.98% |
$75.9K - $77.2K
|
30.9K
$1.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.34K+ 3.07% |
$69.3K - $70.5K
|
44.9K
$2.32M
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
1.3KNew |
$67.3K - $68.5K
|
1.3K
$67.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.22K+ 164.24% |
$63K - $64.1K
|
1.96K
$101K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.2K+ 16.92% |
$62K - $63.1K
|
8.28K
$429K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.17K+ 9.28% |
$60.3K - $61.4K
|
13.7K
$710K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
685+ 12.86% |
$35.5K - $36.1K
|
6.01K
$311K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
622New |
$32.2K - $32.8K
|
622
$32.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
568+ 4.17% |
$29.4K - $29.9K
|
14.2K
$735K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
527New |
$27.3K - $27.8K
|
527
$27.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
450+ 2.98% |
$23.3K - $23.7K
|
15.6K
$806K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
387New |
$20K - $20.4K
|
387
$20K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
333+ 4.39% |
$17.2K - $17.5K
|
7.93K
$410K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
264+ 5.91% |
$13.7K - $13.9K
|
4.73K
$245K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
238New |
$12.3K - $12.5K
|
238
$12.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
231+ 3.4% |
$12K - $12.2K
|
7.03K
$364K
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
170+ 0.7% |
$8.8K - $8.96K
|
24.5K
$1.27M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
166+ 1.57% |
$8.59K - $8.75K
|
10.7K
$556K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
151New |
$7.82K - $7.96K
|
151
$7.82K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
78+ 1.34% |
$4.04K - $4.11K
|
5.92K
$306K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
67+ 4.42% |
$3.47K - $3.53K
|
1.58K
$82K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 5.0% |
$51.8 - $52.7
|
21
$1.09K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5- 0.13% |
$259 - $263
|
3.84K
$199K
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-12- 0.02% |
$621 - $632
|
60.8K
$3.15M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-96- 0.89% |
$4.97K - $5.06K
|
10.6K
$551K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-106- 1.89% |
$5.49K - $5.59K
|
5.52K
$286K
|
|