Bartlett & Co. Wealth Management LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Bartlett & Co. Wealth Management LLC

$6.89 Trillion
Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 221,230 shares of USIG stock, worth $11.2 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

221,230

Previous 201,453 9.82%

Holding current value

$11.2 Million

Previous $10.6 Billion 5.01%

% of portfolio

0.16%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$50.14 - $52.56 $991,618 - $1.04 Million	19,777 Added 9.82%	221,230 $11.1 Billion
Q3 2024 Oct 17, 2024	BUY	$49.82 - $52.8 $1.84 Million - $1.95 Million	36,838 Added 22.38%	201,453 $10.6 Billion
Q2 2024 Jul 12, 2024	BUY	$49.21 - $50.7 $1.27 Million - $1.31 Million	25,809 Added 18.59%	164,615 $8.27 Billion
Q1 2024 May 09, 2024	BUY	$50.05 - $51.32 $2.26 Million - $2.32 Million	45,120 Added 48.16%	138,806 $7.05 Billion
Q4 2023 Feb 14, 2024	BUY	$46.72 - $51.48 $4.38 Million - $4.82 Million	93,686 New	93,686 $4.81 Billion
Q1 2023 Feb 14, 2024	SELL	$49.01 - $51.53 $42,932 - $45,140	-876 Closed	0 $0
Q4 2022 Feb 14, 2024	BUY	$46.74 - $50.68 $40,944 - $44,395	876 New	876 $43 Million

Others Institutions Holding USIG

# of Institutions

428

Shares Held

169M

Call Options Held

21.4K

Put Options Held

View Full List

About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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Bartlett & Co. Wealth Management LLC Ishares Tr Broad Usd Inbd Etfv Transaction History