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

Long Run Wealth Advisors, LLC

  • $437 Million
  • Q1 2025

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 1,032,454 shares of USIG stock, worth $52.6 Million. This represents 12.06% of its overall portfolio holdings.

Number of Shares
1,032,454
Previous 991,721 4.11%
Holding current value
$52.6 Million
Previous $49.9 Million 5.58%
% of portfolio
12.06%
Previous 12.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$49.67 - $51.43 $2.02 Million - $2.09 Million
40,733 Added 4.11%
1,032,454 $52.6 Million
Q4 2024

Jan 27, 2025
BUY
$50.14 - $52.56 $1.63 Million - $1.71 Million
32,569 Added 3.4%
991,721 $49.9 Million
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
461
Shares Held
177M
Call Options Held
21.4K
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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