Wt Wealth Management Ishares Tr Broad Usd Inbd Etfv Transaction History

Wt Wealth Management

$391 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 19, 2023	SELL	$49.01 - $51.53 $257,988 - $271,253	-5,264 Reduced 54.25%	4,439 $224,000
Q4 2022 Jan 19, 2023	SELL	$46.74 - $50.68 $2.44 Million - $2.64 Million	-52,186 Reduced 84.32%	9,703 $0
Q3 2022 Oct 20, 2022	SELL	$47.75 - $52.55 $5.3 Million - $5.84 Million	-111,038 Reduced 64.21%	61,889 $2.97 Million
Q2 2022 Jul 26, 2022	SELL	$49.92 - $55.16 $4.11 Million - $4.54 Million	-82,352 Reduced 32.26%	172,927 $8.81 Million
Q1 2022 May 06, 2022	BUY	$54.36 - $59.32 $816,922 - $891,460	15,028 Added 6.26%	255,279 $14.1 Million
Q4 2021 Jan 19, 2022	SELL	$59.32 - $60.73 $930,434 - $952,550	-15,685 Reduced 6.13%	240,251 $14.4 Million
Q3 2021 Oct 15, 2021	BUY	$60.1 - $61.33 $1.86 Million - $1.9 Million	30,918 Added 13.74%	255,936 $15.4 Million
Q2 2021 Jul 19, 2021	SELL	$59.01 - $60.59 $462,225 - $474,601	-7,833 Reduced 3.36%	225,018 $13.6 Million
Q1 2021 Apr 29, 2021	BUY	$58.48 - $61.79 $9.67 Million - $10.2 Million	165,314 Added 244.78%	232,851 $13.7 Million
Q4 2020 Feb 01, 2021	SELL	$60.4 - $62.05 $36,844 - $37,850	-610 Reduced 0.9%	67,537 $4.19 Million
Q3 2020 Oct 30, 2020	BUY	$60.44 - $62.21 $2.83 Million - $2.92 Million	46,877 Added 220.39%	68,147 $4.14 Million
Q2 2020 Aug 04, 2020	BUY	$55.07 - $60.42 $1.17 Million - $1.29 Million	21,270 New	21,270 $1.29 Million

Others Institutions Holding USIG

# of Institutions

413

Shares Held

166M

Call Options Held

21.4K

Put Options Held

0

Bank Of America Corp Charlotte, NC

31.2M
Shares

$1.6 Billion
0.14% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.5M
Shares

$694 Million
2.41% of portfolio
Personal Capital Advisors Corp

9.74M
Shares

$499 Million
2.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.71M
Shares

$498 Million
0.13% of portfolio
Truist Financial Corp

7.49M
Shares

$384 Million
0.63% of portfolio

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