Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023

BUY
$49.01 - $51.53 $176,337 - $185,404
3,598 New
3,598 $182 Million
Q4 2022

Feb 16, 2023

SELL
$46.74 - $50.68 $382,753 - $415,018
-8,189 Closed
0 $0
Q1 2022

May 03, 2022

SELL
$54.36 - $59.32 $4,838 - $5,279
-89 Reduced 1.08%
8,189 $426,000
Q4 2021

Feb 01, 2022

BUY
$59.32 - $60.73 $8,126 - $8,320
137 Added 1.68%
8,278 $480,000
Q3 2021

Dec 09, 2021

BUY
$60.1 - $61.33 $18,811 - $19,196
313 Added 4.0%
8,141 $489,000
Q2 2021

Aug 19, 2021

BUY
$59.01 - $60.59 $16,404 - $16,844
278 Added 3.68%
7,828 $474,000
Q1 2021

May 11, 2021

BUY
$58.48 - $61.79 $73,392 - $77,546
1,255 Added 19.94%
7,550 $450,000
Q4 2020

Feb 09, 2021

SELL
$60.4 - $62.05 $4,046 - $4,157
-67 Reduced 1.05%
6,295 $384,000
Q3 2020

Dec 18, 2020

BUY
$60.44 - $62.21 $175,336 - $180,471
2,901 Added 83.82%
6,362 $388,000
Q2 2020

Aug 19, 2020

BUY
$55.07 - $60.42 $190,597 - $209,113
3,461 New
3,461 $212,000

Others Institutions Holding USIG

About ISHARES TR BROAD USD INBD ETFV


  • Ticker USIG
  • Sector ETFs
  • Industry ETFs
More about USIG
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.