A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Modern Wealth Management, LLC holds 42,179 shares of USIG stock, worth $2.13 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
42,179
Previous 6,035 598.91%
Holding current value
$2.13 Million
Previous $309 Million 579.89%
% of portfolio
0.19%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$50.05 - $51.32 $1.81 Million - $1.85 Million
36,144 Added 598.91%
42,179 $2.1 Billion
Q4 2023

Feb 14, 2024

BUY
$46.72 - $51.48 $281,955 - $310,681
6,035 New
6,035 $309 Million

Others Institutions Holding USIG

About ISHARES TR BROAD USD INBD ETFV


  • Ticker USIG
  • Sector ETFs
  • Industry ETFs
More about USIG
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.