Bergan Kdv Wealth Management, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 39,635 shares of USIG stock, worth $1.97 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
39,635
Previous 43,671 9.24%
Holding current value
$1.97 Million
Previous $2.21 Million 10.26%
% of portfolio
0.2%
Previous 0.23%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$49.44 - $51.04 $199,539 - $205,997
-4,036 Reduced 9.24%
39,635 $1.99 Million
Q1 2023

Apr 27, 2023
SELL
$49.01 - $51.53 $878,063 - $923,211
-17,916 Reduced 29.09%
43,671 $2.21 Million
Q4 2022

Jan 31, 2023
BUY
$47.17 - $50.68 $203,019 - $218,126
4,304 Added 7.51%
61,587 $3.02 Million
Q3 2022

Oct 24, 2022
BUY
$48.98 - $52.55 $115,445 - $123,860
2,357 Added 4.29%
57,283 $2.75 Million
Q2 2022

Jul 13, 2022
BUY
$49.92 - $55.16 $766,521 - $846,981
15,355 Added 38.8%
54,926 $2.8 Million
Q1 2022

May 09, 2022
SELL
$54.36 - $59.32 $306,101 - $334,030
-5,631 Reduced 12.46%
39,571 $2.18 Million
Q4 2021

Jan 28, 2022
BUY
$59.32 - $60.73 $185,790 - $190,206
3,132 Added 7.44%
45,202 $2.7 Million
Q3 2021

Nov 12, 2021
BUY
$60.1 - $61.33 $1.28 Million - $1.3 Million
21,265 Added 102.21%
42,070 $2.53 Million
Q2 2021

Aug 10, 2021
BUY
$59.01 - $60.59 $115,541 - $118,635
1,958 Added 10.39%
20,805 $1.26 Million
Q1 2021

May 11, 2021
BUY
$58.48 - $61.79 $1.1 Million - $1.16 Million
18,847 New
18,847 $1.11 Million

Others Institutions Holding USIG

# of Institutions
384
Shares Held
194M
Call Options Held
5.2K
Put Options Held
0
View Full List

About ISHARES TR BROAD USD INBD ETFV

USIG Quotes by TradingView
  • Ticker USIG
  • Sector ETFs
  • Industry ETFs
More about USIG
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