Marcum Wealth, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 19, 2023	BUY	$49.01 - $51.53 $5,146 - $5,410	105 Added 2.47%	4,352 $220,000
Q3 2022 Oct 11, 2022	BUY	$47.75 - $52.55 $202,794 - $223,179	4,247 New	4,247 $204,000

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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