Tolleson Wealth Management, Inc. Ishares Tr Broad Usd Inbd Etfv Transaction History

Tolleson Wealth Management, Inc.

  • $525 Million
  • Q3 2024

A detailed history of Tolleson Wealth Management, Inc. transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 26,896 shares of USIG stock, worth $1.37 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
26,896
Previous 31,105 13.53%
Holding current value
$1.37 Million
Previous $1.56 Million 9.48%
% of portfolio
0.27%
Previous 0.31%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$49.82 - $52.8 $209,692 - $222,235
-4,209 Reduced 13.53%
26,896 $1.41 Million
Q2 2024

Aug 14, 2024
SELL
$49.21 - $50.7 $19,930 - $20,533
-405 Reduced 1.29%
31,105 $1.56 Million
Q1 2024

May 15, 2024
SELL
$50.05 - $51.32 $1.53 Million - $1.57 Million
-30,603 Reduced 49.27%
31,510 $1.6 Million
Q4 2023

Feb 14, 2024
BUY
$46.72 - $51.48 $626,702 - $690,552
13,414 Added 27.54%
62,113 $3.18 Million
Q3 2023

Nov 14, 2023
BUY
$48.03 - $50.28 $199,756 - $209,114
4,159 Added 9.34%
48,699 $2.34 Million
Q2 2023

Aug 14, 2023
SELL
$49.44 - $51.04 $2.33 Million - $2.41 Million
-47,121 Reduced 51.41%
44,540 $2.23 Million
Q1 2023

May 15, 2023
SELL
$49.01 - $51.53 $292,687 - $307,737
-5,972 Reduced 6.12%
91,661 $4.64 Million
Q4 2022

Feb 14, 2023
SELL
$46.74 - $50.68 $1.26 Million - $1.37 Million
-27,012 Reduced 21.67%
97,633 $4.8 Million
Q3 2022

Nov 14, 2022
SELL
$47.75 - $52.55 $1.11 Million - $1.22 Million
-23,153 Reduced 15.67%
124,645 $5.99 Million
Q2 2022

Aug 15, 2022
BUY
$49.92 - $55.16 $7.38 Million - $8.15 Million
147,798 New
147,798 $7.53 Million

Others Institutions Holding USIG

# of Institutions
411
Shares Held
166M
Call Options Held
21.4K
Put Options Held
0
View Full List

About ISHARES TR BROAD USD INBD ETFV

USIG Quotes by TradingView
  • Ticker USIG
  • Sector ETFs
  • Industry ETFs
More about USIG
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