Exencial Wealth Advisors, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Exencial Wealth Advisors, LLC

  • $2.66 Billion
  • Q4 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 5,362 shares of USIG stock, worth $272,014. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,362
Previous 5,164 3.83%
Holding current value
$272,014
Previous $271,000 0.74%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$50.14 - $52.56 $9,927 - $10,406
198 Added 3.83%
5,362 $269,000
Q3 2024

Oct 31, 2024
SELL
$49.82 - $52.8 $306,891 - $325,248
-6,160 Reduced 54.4%
5,164 $271,000
Q2 2024

Aug 12, 2024
SELL
$49.21 - $50.7 $32,577 - $33,563
-662 Reduced 5.52%
11,324 $568,000
Q1 2024

May 10, 2024
SELL
$50.05 - $51.32 $27,177 - $27,866
-543 Reduced 4.33%
11,986 $608,000
Q4 2023

Feb 13, 2024
BUY
$46.72 - $51.48 $585,354 - $644,992
12,529 New
12,529 $642,000

Others Institutions Holding USIG

# of Institutions
458
Shares Held
177M
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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