Disciplined Investments, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Disciplined Investments, LLC

$181 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 22, 2022	SELL	$54.36 - $59.32 $1,630 - $1,779	-30 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$59.32 - $60.73 $1,779 - $1,821	30 New	30 $2,000

Others Institutions Holding USIG

# of Institutions

408

Shares Held

158M

Call Options Held

26.7K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

29.3M
Shares

$1.5 Billion
0.13% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13M
Shares

$665 Million
2.42% of portfolio
Personal Capital Advisors Corp

9.74M
Shares

$500 Million
2.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.08M
Shares

$466 Million
0.13% of portfolio
Truist Financial Corp

7.48M
Shares

$384 Million
0.58% of portfolio

About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
Sector ETFs
Industry ETFs

More about USIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Disciplined Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Disciplined Investments, LLC with notifications on news.