Bartlett & Co. Wealth Management LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Bartlett & Co. Wealth Management LLC

$7.16 Trillion
Q2 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 276,349 shares of USIG stock, worth $14.2 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

276,349

Previous 247,960 11.45%

Holding current value

$14.2 Million

Previous $12.7 Billion 12.23%

% of portfolio

0.2%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$49.73 - $51.44 $1.41 Million - $1.46 Million	28,389 Added 11.45%	276,349 $14.2 Billion
Q1 2025 Apr 24, 2025	BUY	$49.67 - $51.43 $1.33 Million - $1.37 Million	26,730 Added 12.08%	247,960 $12.7 Billion
Q4 2024 Jan 17, 2025	BUY	$50.14 - $52.56 $991,618 - $1.04 Million	19,777 Added 9.82%	221,230 $11.1 Billion
Q3 2024 Oct 17, 2024	BUY	$49.82 - $52.8 $1.84 Million - $1.95 Million	36,838 Added 22.38%	201,453 $10.6 Billion
Q2 2024 Jul 12, 2024	BUY	$49.21 - $50.7 $1.27 Million - $1.31 Million	25,809 Added 18.59%	164,615 $8.27 Billion
Q1 2024 May 09, 2024	BUY	$50.05 - $51.32 $2.26 Million - $2.32 Million	45,120 Added 48.16%	138,806 $7.05 Billion
Q4 2023 Feb 14, 2024	BUY	$46.72 - $51.48 $4.38 Million - $4.82 Million	93,686 New	93,686 $4.81 Billion
Q1 2023 Feb 14, 2024	SELL	$49.01 - $51.53 $42,932 - $45,140	-876 Closed	0 $0
Q4 2022 Feb 14, 2024	BUY	$46.74 - $50.68 $40,944 - $44,395	876 New	876 $43 Million

Others Institutions Holding USIG

# of Institutions

452

Shares Held

204M

Call Options Held

Put Options Held

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About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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Bartlett & Co. Wealth Management LLC Ishares Tr Broad Usd Inbd Etfv Transaction History