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

Long Run Wealth Advisors, LLC

  • $420 Million
  • Q3 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 959,152 shares of USIG stock, worth $48.4 Million. This represents 12.0% of its overall portfolio holdings.

Number of Shares
959,152
Previous 906,068 5.86%
Holding current value
$48.4 Million
Previous $45.5 Million 10.86%
% of portfolio
12.0%
Previous 11.6%

Shares

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

Oct 30, 2024
BUY
$49.82 - $52.8 $2.64 Million - $2.8 Million
53,084 Added 5.86%
959,152 $50.4 Million
Q2 2024

Jul 19, 2024
BUY
$49.21 - $50.7 $4.59 Million - $4.73 Million
93,295 Added 11.48%
906,068 $45.5 Million
Q1 2024

Apr 24, 2024
BUY
$50.05 - $51.32 $1.77 Million - $1.82 Million
35,403 Added 4.55%
812,773 $41.3 Million
Q4 2023

Jan 10, 2024
BUY
$46.72 - $51.48 $610,817 - $673,049
13,074 Added 1.71%
777,370 $39.8 Million
Q3 2023

Oct 10, 2023
BUY
$48.03 - $50.28 $2.34 Million - $2.45 Million
48,669 Added 6.8%
764,296 $36.7 Million
Q2 2023

Jul 17, 2023
BUY
$49.44 - $51.04 $21.4 Million - $22 Million
431,854 Added 152.18%
715,627 $35.8 Million
Q1 2023

Apr 21, 2023
BUY
$49.01 - $51.53 $1.49 Million - $1.56 Million
30,352 Added 11.98%
283,773 $14.4 Million
Q4 2022

Jan 26, 2023
BUY
$46.74 - $50.68 $774,715 - $840,021
16,575 Added 7.0%
253,421 $0
Q3 2022

Nov 09, 2022
BUY
$47.75 - $52.55 $11.3 Million - $12.4 Million
236,846 New
236,846 $11.4 Million

Others Institutions Holding USIG

# of Institutions
415
Shares Held
167M
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
Track This Portfolio

Track Long Run Wealth Advisors, LLC Portfolio

Follow Long Run Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Long Run Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Long Run Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email