Kalos Management, Inc. Ishares Tr Broad Usd Inbd Etfv Transaction History

Kalos Management, Inc.

$0
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 10, 2021	SELL	$60.1 - $61.33 $675,283 - $689,103	-11,236 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$58.48 - $61.79 $657,081 - $694,272	11,236 New	11,236 $666,000

Others Institutions Holding USIG

# of Institutions

460

Shares Held

186M

Call Options Held

8K

Put Options Held

0

Bank Of America Corp Charlotte, NC

42.6M
Shares

$2.15 Billion
0.18% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.7M
Shares

$793 Million
2.63% of portfolio
Personal Capital Advisors Corp

9.74M
Shares

$492 Million
2.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.24M
Shares

$417 Million
0.12% of portfolio
Truist Financial Corp

7.67M
Shares

$388 Million
0.64% of portfolio

About ISHARES TR BROAD USD INBD ETFV

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