Modern Wealth Management, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Modern Wealth Management, LLC

$3.08 Trillion
Q1 2025

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 137,205 shares of USIG stock, worth $6.89 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

137,205

Previous 110,799 23.83%

Holding current value

$6.89 Million

Previous $5.6 Billion 25.04%

% of portfolio

0.23%

Previous 0.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$49.67 - $51.43 $1.31 Million - $1.36 Million	26,406 Added 23.83%	137,205 $7.01 Billion
Q4 2024 Feb 11, 2025	BUY	$50.14 - $52.56 $2.35 Million - $2.46 Million	46,897 Added 73.39%	110,799 $5.6 Billion
Q3 2024 Nov 05, 2024	BUY	$49.82 - $52.8 $719,201 - $762,220	14,436 Added 29.18%	63,902 $3.36 Billion
Q2 2024 Aug 07, 2024	BUY	$49.21 - $50.7 $358,593 - $369,450	7,287 Added 17.28%	49,466 $2.48 Billion
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

# of Institutions

460

Shares Held

186M

Call Options Held

Put Options Held

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About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
Sector ETFs
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Modern Wealth Management, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History