Kcs Wealth Advisory Ishares Tr Broad Usd Inbd Etfv Transaction History

Kcs Wealth Advisory

$224 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 15, 2020	SELL	$57.58 - $58.56 $138,940 - $141,305	-2,413 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$56.56 - $58.86 $136,479 - $142,029	2,413 New	2,413 $140,000

Others Institutions Holding USIG

# of Institutions

411

Shares Held

166M

Call Options Held

21.4K

Put Options Held

0

Bank Of America Corp Charlotte, NC

31.2M
Shares

$1.59 Billion
0.14% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.5M
Shares

$689 Million
2.41% of portfolio
Personal Capital Advisors Corp

9.74M
Shares

$496 Million
2.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.71M
Shares

$494 Million
0.13% of portfolio
Truist Financial Corp

7.49M
Shares

$381 Million
0.63% of portfolio

About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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