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

Ivc Wealth Advisors LLC

  • $203 Million
  • Q2 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 136,590 shares of USIG stock, worth $7 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares
136,590
Previous 107,032 27.62%
Holding current value
$7 Million
Previous $5.46 Million 28.75%
% of portfolio
3.46%
Previous 2.97%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
464
Shares Held
186M
Call Options Held
8K
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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