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

Long Run Wealth Advisors, LLC

$457 Million
Q3 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 1,167,286 shares of USIG stock, worth $61.3 Million. This represents 13.34% of its overall portfolio holdings.

Number of Shares

1,167,286

Previous 1,068,899 9.2%

Holding current value

$61.3 Million

Previous $55 Million 10.86%

% of portfolio

13.34%

Previous 12.83%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$50.73 - $52.47 $4.99 Million - $5.16 Million	98,387 Added 9.2%	1,167,286 $61 Million
Q2 2025 Aug 06, 2025	BUY	$49.73 - $51.44 $1.81 Million - $1.87 Million	36,445 Added 3.53%	1,068,899 $55 Million
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

448

Shares Held

205M

Call Options Held

7.9K

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