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 83,526 shares of USIG stock, worth $4.21 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
83,526
Previous 82,761 0.92%
Holding current value
$4.21 Million
Previous $4.16 Million 5.68%
% of portfolio
2.42%
Previous 2.33%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR BROAD USD INBD ETFV


  • Ticker USIG
  • Sector ETFs
  • Industry ETFs
More about USIG
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