Msh Capital Advisors LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Msh Capital Advisors LLC

$318 Billion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	SELL	$50.14 - $52.56 $236,660 - $248,083	-4,720 Closed	0 $0
Q4 2023 Feb 13, 2025	SELL	$46.72 - $51.48 $195,336 - $215,237	-4,181 Closed	0 $0
Q3 2023 Feb 13, 2025	SELL	$48.03 - $50.28 $24,687 - $25,843	-514 Reduced 10.95%	4,181 $201 Million
Q2 2023 Feb 13, 2025	BUY	$49.44 - $51.04 $1,977 - $2,041	40 Added 0.86%	4,695 $235 Million
Q1 2023 Feb 13, 2025	SELL	$49.01 - $51.53 $490 - $515	-10 Reduced 0.21%	4,655 $236 Million
Q4 2022 Feb 13, 2025	SELL	$46.74 - $50.68 $2,056 - $2,229	-44 Reduced 0.93%	4,665 $229 Million
Q3 2022 Feb 13, 2025	BUY	$47.75 - $52.55 $224,854 - $247,457	4,709 New	4,709 $226 Million
Q2 2022 Feb 13, 2025	SELL	$49.92 - $55.16 $21,665 - $23,939	-434 Reduced 8.42%	4,720 $241 Million
Q1 2022 Feb 13, 2025	SELL	$54.36 - $59.32 $7,664 - $8,364	-141 Reduced 2.66%	5,154 $284 Million
Q4 2021 Feb 13, 2025	BUY	$59.32 - $60.73 $314,099 - $321,565	5,295 New	5,295 $316 Million

Others Institutions Holding USIG

# of Institutions

454

Shares Held

177M

Call Options Held

21.4K

Put Options Held

0

Bank Of America Corp Charlotte, NC

33.3M
Shares

$1.68 Billion
0.14% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

14.6M
Shares

$738 Million
2.48% of portfolio
Ameriprise Financial Inc Minneapolis, MN

10.3M
Shares

$522 Million
0.14% of portfolio
Personal Capital Advisors Corp

9.74M
Shares

$493 Million
2.32% of portfolio
Assetmark, Inc

7.79M
Shares

$394 Million
1.08% of portfolio

About ISHARES TR BROAD USD INBD ETFV

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