Jgp Wealth Management, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Jgp Wealth Management, LLC

$938 Million
Q4 2025

A detailed history of Jgp Wealth Management, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 26,625 shares of USIG stock, worth $1.38 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

26,625

Previous 7,931 235.71%

Holding current value

$1.38 Million

Previous $414,000 232.85%

% of portfolio

0.15%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$51.77 - $52.69 $967,788 - $984,986	18,694 Added 235.71%	26,625 $1.38 Million
Q3 2025 Oct 15, 2025	BUY	$50.73 - $52.47 $402,339 - $416,139	7,931 New	7,931 $414,000
Q1 2025 Apr 08, 2025	BUY	$49.67 - $51.43 $208,266 - $215,645	4,193 New	4,193 $213,000
Q4 2019 Jan 09, 2020	SELL	$57.58 - $58.56 $234,696 - $238,690	-4,076 Closed	0 $0
Q2 2019 Jul 15, 2019	BUY	$54.86 - $57.07 $2,413 - $2,511	44 Added 1.09%	4,076 $233,000

Q1 2019 May 13, 2019	SELL	$53.0 - $55.29 $1.89 Million - $1.97 Million	-35,632 Reduced 89.83%	4,032 $223,000
Q4 2018 Jan 17, 2019	BUY	$52.37 - $53.49 $2.08 Million - $2.12 Million	39,664 New	39,664 $2.1 Million

Others Institutions Holding USIG

# of Institutions

474

Shares Held

219M

Call Options Held

12.7K

Put Options Held

View Full List

About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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Jgp Wealth Management, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History