Ivc Wealth Advisors LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Ivc Wealth Advisors LLC

$221 Million
Q3 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 148,477 shares of USIG stock, worth $7.8 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares

148,477

Previous 136,590 8.7%

Holding current value

$7.8 Million

Previous $7.03 Million 10.35%

% of portfolio

3.51%

Previous 3.46%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$50.73 - $52.47 $603,027 - $623,710	11,887 Added 8.7%	148,477 $7.75 Million
Q2 2025 Jul 22, 2025	BUY	$49.73 - $51.44 $1.47 Million - $1.52 Million	29,558 Added 27.62%	136,590 $7.03 Million
Q1 2025 Apr 08, 2025	BUY	$49.67 - $51.43 $974,376 - $1.01 Million	19,617 Added 22.44%	107,032 $5.46 Million
Q4 2024 Jan 17, 2025	BUY	$50.14 - $52.56 $194,994 - $204,405	3,889 Added 4.66%	87,415 $4.4 Million
Q3 2024 Oct 24, 2024	BUY	$49.82 - $52.8 $38,112 - $40,392	765 Added 0.92%	83,526 $4.39 Million
Q2 2024 Jul 16, 2024	BUY	$49.21 - $50.7 $322,030 - $331,780	6,544 Added 8.59%	82,761 $4.16 Million
Q1 2024 Apr 19, 2024	BUY	$50.05 - $51.32 $335,284 - $343,792	6,699 Added 9.64%	76,217 $3.87 Million
Q4 2023 Jan 10, 2024	SELL	$46.72 - $51.48 $77,601 - $85,508	-1,661 Reduced 2.33%	69,518 $3.56 Million
Q3 2023 Oct 05, 2023	BUY	$48.03 - $50.28 $224,924 - $235,461	4,683 Added 7.04%	71,179 $3.42 Million
Q2 2023 Jul 13, 2023	BUY	$49.44 - $51.04 $697,351 - $719,919	14,105 Added 26.92%	66,496 $3.33 Million
Q1 2023 Apr 13, 2023	BUY	$49.01 - $51.53 $558,959 - $587,699	11,405 Added 27.83%	52,391 $2.65 Million
Q4 2022 Jan 17, 2023	SELL	$46.74 - $50.68 $119,467 - $129,538	-2,556 Reduced 5.87%	40,986 $0
Q3 2022 Oct 12, 2022	SELL	$47.75 - $52.55 $5,395 - $5,938	-113 Reduced 0.26%	43,542 $2.09 Million
Q2 2022 Jul 11, 2022	BUY	$49.92 - $55.16 $27,955 - $30,889	560 Added 1.3%	43,655 $2.23 Million
Q1 2022 Apr 27, 2022	BUY	$54.36 - $59.32 $135,030 - $147,350	2,484 Added 6.12%	43,095 $2.37 Million
Q4 2021 Jan 13, 2022	BUY	$59.32 - $60.73 $249,677 - $255,612	4,209 Added 11.56%	40,611 $2.43 Million
Q3 2021 Oct 08, 2021	BUY	$60.1 - $61.33 $44,293 - $45,200	737 Added 2.07%	36,402 $2.19 Million
Q2 2021 Jul 13, 2021	SELL	$59.01 - $60.59 $9,677 - $9,936	-164 Reduced 0.46%	35,665 $2.16 Million
Q1 2021 Apr 20, 2021	BUY	$58.48 - $61.79 $422,576 - $446,494	7,226 Added 25.26%	35,829 $2.12 Million
Q4 2020 Feb 01, 2021	BUY	$60.4 - $62.05 $1.73 Million - $1.77 Million	28,603 New	28,603 $1.77 Million

Others Institutions Holding USIG

# of Institutions

447

Shares Held

205M

Call Options Held

7.9K

Put Options Held

View Full List

About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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Ivc Wealth Advisors LLC Ishares Tr Broad Usd Inbd Etfv Transaction History