Capital Planning LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Capital Planning LLC

$300 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 22, 2021	SELL	$58.48 - $61.79 $675,970 - $714,230	-11,559 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$60.4 - $62.05 $698,163 - $717,235	11,559 New	11,559 $716,000

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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