A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 14,605 shares of USIG stock, worth $738,428. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,605
Previous 14,973 2.46%
Holding current value
$738,428
Previous $767,000 3.39%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

SELL
$50.05 - $51.32 $18,418 - $18,885
-368 Reduced 2.46%
14,605 $741,000
Q4 2023

Feb 06, 2024

BUY
$46.72 - $51.48 $7,288 - $8,030
156 Added 1.05%
14,973 $767,000
Q3 2023

Oct 19, 2023

BUY
$48.03 - $50.28 $711,660 - $744,998
14,817 New
14,817 $712,000

Others Institutions Holding USIG

About ISHARES TR BROAD USD INBD ETFV


  • Ticker USIG
  • Sector ETFs
  • Industry ETFs
More about USIG
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