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

Arete Wealth Advisors, LLC

$1.31 Billion
Q1 2025

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 23,132 shares of USIG stock, worth $1.18 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

23,132

Previous 17,360 33.25%

Holding current value

$1.18 Million

Previous $873,000 35.4%

% of portfolio

0.09%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$49.67 - $51.43 $286,695 - $296,853	5,772 Added 33.25%	23,132 $1.18 Million
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

461

Shares Held

188M

Call Options Held

Put Options Held

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About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
Sector ETFs
Industry ETFs

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