Intelligence Driven Advisers, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Intelligence Driven Advisers, LLC

$693 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 18, 2023	SELL	$49.44 - $51.04 $1.53 Million - $1.58 Million	-30,934 Reduced 76.23%	9,647 $483,000
Q1 2023 May 11, 2023	SELL	$49.01 - $51.53 $254,018 - $267,079	-5,183 Reduced 11.33%	40,581 $2.06 Million
Q4 2022 Jan 23, 2023	SELL	$46.74 - $50.68 $80,159 - $86,916	-1,715 Reduced 3.61%	45,764 $2.3 Million
Q3 2022 Oct 21, 2022	SELL	$47.75 - $52.55 $118,515 - $130,429	-2,482 Reduced 4.97%	47,479 $2.29 Million
Q2 2022 Jul 22, 2022	SELL	$49.92 - $55.16 $231,778 - $256,107	-4,643 Reduced 8.5%	49,961 $2.55 Million
Q1 2022 Apr 25, 2022	SELL	$54.36 - $59.32 $461,570 - $503,686	-8,491 Reduced 13.46%	54,604 $2.95 Million
Q4 2021 Feb 02, 2022	SELL	$59.32 - $60.73 $11.2 Million - $11.5 Million	-188,653 Reduced 74.94%	63,095 $3.67 Million
Q4 2021 Jan 19, 2022	BUY	$59.32 - $60.73 $11.1 Million - $11.4 Million	187,198 Added 290.0%	251,748 $14.8 Million
Q3 2021 Oct 14, 2021	BUY	$60.1 - $61.33 $41,589 - $42,440	692 Added 1.08%	64,550 $3.88 Million
Q2 2021 Jul 29, 2021	BUY	$59.01 - $60.59 $3.77 Million - $3.87 Million	63,858 New	63,858 $3.87 Million

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

$1.61 Billion
0.14% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.5M
Shares

$699 Million
2.41% of portfolio
Personal Capital Advisors Corp

9.74M
Shares

$503 Million
2.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.71M
Shares

$502 Million
0.13% of portfolio
Truist Financial Corp

7.49M
Shares

$387 Million
0.63% of portfolio

About ISHARES TR BROAD USD INBD ETFV

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