Long Run Wealth Advisors, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Long Run Wealth Advisors, LLC

$420 Million
Q3 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 959,152 shares of USIG stock, worth $48.1 Million. This represents 12.0% of its overall portfolio holdings.

Number of Shares

959,152

Previous 906,068 5.86%

Holding current value

$48.1 Million

Previous $45.5 Million 10.86%

% of portfolio

12.0%

Previous 11.6%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$49.82 - $52.8 $2.64 Million - $2.8 Million	53,084 Added 5.86%	959,152 $50.4 Million
Q2 2024 Jul 19, 2024	BUY	$49.21 - $50.7 $4.59 Million - $4.73 Million	93,295 Added 11.48%	906,068 $45.5 Million
Q1 2024 Apr 24, 2024	BUY	$50.05 - $51.32 $1.77 Million - $1.82 Million	35,403 Added 4.55%	812,773 $41.3 Million
Q4 2023 Jan 10, 2024	BUY	$46.72 - $51.48 $610,817 - $673,049	13,074 Added 1.71%	777,370 $39.8 Million
Q3 2023 Oct 10, 2023	BUY	$48.03 - $50.28 $2.34 Million - $2.45 Million	48,669 Added 6.8%	764,296 $36.7 Million
Q2 2023 Jul 17, 2023	BUY	$49.44 - $51.04 $21.4 Million - $22 Million	431,854 Added 152.18%	715,627 $35.8 Million
Q1 2023 Apr 21, 2023	BUY	$49.01 - $51.53 $1.49 Million - $1.56 Million	30,352 Added 11.98%	283,773 $14.4 Million
Q4 2022 Jan 26, 2023	BUY	$46.74 - $50.68 $774,715 - $840,021	16,575 Added 7.0%	253,421 $0
Q3 2022 Nov 09, 2022	BUY	$47.75 - $52.55 $11.3 Million - $12.4 Million	236,846 New	236,846 $11.4 Million

Others Institutions Holding USIG

# of Institutions

413

Shares Held

166M

Call Options Held

21.4K

Put Options Held

View Full List

About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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Long Run Wealth Advisors, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History