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

408

Shares Held

158M

Call Options Held

26.7K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

29.3M
Shares

$1.5 Billion
0.13% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13M
Shares

$665 Million
2.42% of portfolio
Personal Capital Advisors Corp

9.74M
Shares

$500 Million
2.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.08M
Shares

$466 Million
0.13% of portfolio
Truist Financial Corp

7.48M
Shares

$384 Million
0.58% of portfolio

About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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