Ever Source Wealth Advisors, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 39,620 shares of USIG stock, worth $2.02 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
39,620
Previous 33,228 19.24%
Holding current value
$2.02 Million
Previous $1.67 Million 24.88%
% of portfolio
0.14%
Previous 0.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$49.82 - $52.8 $318,449 - $337,497
6,392 Added 19.24%
39,620 $2.08 Million
Q2 2024

Aug 13, 2024
BUY
$49.21 - $50.7 $212,488 - $218,922
4,318 Added 14.94%
33,228 $1.67 Million
Q1 2024

Jun 11, 2024
BUY
$50.05 - $51.32 $157,507 - $161,504
3,147 Added 12.22%
28,910 $1.47 Million
Q4 2023

Feb 09, 2024
BUY
$46.72 - $51.48 $324,096 - $357,116
6,937 Added 36.85%
25,763 $1.32 Million
Q3 2023

Nov 03, 2023
BUY
$48.03 - $50.28 $162,869 - $170,499
3,391 Added 21.97%
18,826 $904,000
Q2 2023

Aug 04, 2023
BUY
$49.44 - $51.04 $110,498 - $114,074
2,235 Added 16.93%
15,435 $773,000
Q1 2023

May 11, 2023
BUY
$49.01 - $51.53 $105,861 - $111,304
2,160 Added 19.57%
13,200 $668,000
Q4 2022

Feb 09, 2023
SELL
$46.74 - $50.68 $100,397 - $108,860
-2,148 Reduced 16.29%
11,040 $542,000
Q3 2022

Nov 07, 2022
BUY
$47.75 - $52.55 $1,384 - $1,523
29 Added 0.22%
13,188 $634,000
Q2 2022

Aug 01, 2022
SELL
$49.92 - $55.16 $147,463 - $162,942
-2,954 Reduced 18.33%
13,159 $671,000
Q1 2022

May 25, 2022
BUY
$54.36 - $59.32 $462,114 - $504,279
8,501 Added 111.68%
16,113 $887,000
Q4 2021

Feb 07, 2022
BUY
$59.32 - $60.73 $451,543 - $462,276
7,612 New
7,612 $455,000

Others Institutions Holding USIG

# of Institutions
411
Shares Held
166M
Call Options Held
21.4K
Put Options Held
0
View Full List

About ISHARES TR BROAD USD INBD ETFV

USIG Quotes by TradingView
  • Ticker USIG
  • Sector ETFs
  • Industry ETFs
More about USIG
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