Creative Planning Ishares Tr Broad Usd Inbd Etfv Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Creative Planning holds 32,206 shares of USIG stock, worth $1.62 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

32,206

Previous 30,700 4.91%

Holding current value

$1.62 Million

Previous $1.54 Million 6.61%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$49.67 - $51.43 $74,803 - $77,453	1,506 Added 4.91%	32,206 $1.65 Million
Q4 2024 Feb 14, 2025	BUY	$50.14 - $52.56 $724,121 - $759,071	14,442 Added 88.83%	30,700 $1.54 Million
Q3 2024 Oct 11, 2024	SELL	$49.82 - $52.8 $171,879 - $182,160	-3,450 Reduced 17.51%	16,258 $854,000
Q2 2024 Aug 15, 2024	SELL	$49.21 - $50.7 $646,963 - $666,552	-13,147 Reduced 40.02%	19,708 $989,000
Q1 2024 May 10, 2024	BUY	$50.05 - $51.32 $55,655 - $57,067	1,112 Added 3.5%	32,855 $1.67 Million
Q4 2023 Feb 14, 2024	SELL	$46.72 - $51.48 $197,672 - $217,811	-4,231 Reduced 11.76%	31,743 $1.63 Million
Q3 2023 Nov 16, 2023	BUY	$48.03 - $50.28 $482,749 - $505,364	10,051 Added 38.77%	35,974 $1.73 Million
Q2 2023 Jul 21, 2023	BUY	$49.44 - $51.04 $1.28 Million - $1.32 Million	25,923 New	25,923 $1.3 Million
Q2 2022 Aug 15, 2022	BUY	$49.92 - $55.16 $3,144 - $3,475	63 Added 1.55%	4,126 $210,000
Q1 2022 May 16, 2022	SELL	$54.36 - $59.32 $7,338 - $8,008	-135 Reduced 3.22%	4,063 $224,000
Q4 2021 Feb 11, 2022	SELL	$59.32 - $60.73 $12,872 - $13,178	-217 Reduced 4.92%	4,198 $251,000
Q3 2021 Nov 10, 2021	BUY	$60.1 - $61.33 $265,341 - $270,771	4,415 New	4,415 $265,000
Q2 2021 Aug 04, 2021	SELL	$59.01 - $60.59 $259,762 - $266,717	-4,402 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$58.48 - $61.79 $62,339 - $65,868	1,066 Added 31.95%	4,402 $260,000
Q4 2020 Jan 29, 2021	BUY	$60.4 - $62.05 $201,494 - $206,998	3,336 New	3,336 $207,000

Others Institutions Holding USIG

# of Institutions

460

Shares Held

185M

Call Options Held

Put Options Held

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About ISHARES TR BROAD USD INBD ETFV

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Creative Planning Ishares Tr Broad Usd Inbd Etfv Transaction History