Arete Wealth Advisors, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Arete Wealth Advisors, LLC

$1.39 Billion
Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 17,360 shares of USIG stock, worth $885,186. This represents 0.06% of its overall portfolio holdings.

Number of Shares

17,360

Previous 23,133 24.96%

Holding current value

$885,186

Previous $1.22 Million 28.15%

% of portfolio

0.06%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$50.14 - $52.56 $289,458 - $303,428	-5,773 Reduced 24.96%	17,360 $873,000
Q3 2024 Nov 14, 2024	BUY	$49.82 - $52.8 $397,115 - $420,868	7,971 Added 52.57%	23,133 $1.22 Million
Q2 2024 Aug 13, 2024	BUY	$49.21 - $50.7 $70,567 - $72,703	1,434 Added 10.45%	15,162 $761,000
Q1 2024 May 15, 2024	BUY	$50.05 - $51.32 $161,511 - $165,609	3,227 Added 30.73%	13,728 $696,000
Q4 2023 Feb 14, 2024	BUY	$46.72 - $51.48 $73,397 - $80,875	1,571 Added 17.59%	10,501 $538,000
Q3 2023 Oct 30, 2023	SELL	$48.03 - $50.28 $24,015 - $25,140	-500 Reduced 5.3%	8,930 $429,000
Q2 2023 Aug 09, 2023	BUY	$49.44 - $51.04 $466,219 - $481,307	9,430 New	9,430 $472,000

Others Institutions Holding USIG

# of Institutions

460

Shares Held

177M

Call Options Held

21.4K

Put Options Held

View Full List

About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
Sector ETFs
Industry ETFs

More about USIG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Account

Arete Wealth Advisors, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History