Brandywine Oak Private Wealth LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Brandywine Oak Private Wealth LLC

$959 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 09, 2019	SELL	$53.0 - $55.29 $15,847 - $16,531	-299 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$52.37 - $53.49 $15,658 - $15,993	299 New	299 $0

Others Institutions Holding USIG

# of Institutions

385

Shares Held

194M

Call Options Held

5.2K

Put Options Held

0

Ubs Asset Management Americas Inc Chicago, IL

44.4M
Shares

$2.24 Billion
0.82% of portfolio
Bank Of America Corp Charlotte, NC

28.2M
Shares

$1.42 Billion
0.14% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$622 Million
2.34% of portfolio
Personal Capital Advisors Corp

9.74M
Shares

$493 Million
2.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.32M
Shares

$421 Million
0.12% of portfolio

About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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