Heritage Financial Services, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Heritage Financial Services, LLC

$732 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	BUY	$49.92 - $55.16 $99 - $110	2 New	2 $0

Others Institutions Holding USIG

# of Institutions

413

Shares Held

166M

Call Options Held

21.4K

Put Options Held

0

Bank Of America Corp Charlotte, NC

31.2M
Shares

$1.57 Billion
0.14% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.5M
Shares

$682 Million
2.41% of portfolio
Personal Capital Advisors Corp

9.74M
Shares

$491 Million
2.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.71M
Shares

$489 Million
0.13% of portfolio
Truist Financial Corp

7.49M
Shares

$377 Million
0.63% of portfolio

About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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