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

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Modern Wealth Management, LLC holds 247,772 shares of USIG stock, worth $12.8 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

247,772

Previous 295,893 16.26%

Holding current value

$12.8 Million

Previous $15.2 Million 84910.92%

% of portfolio

0.26%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$50.73 - $52.47 $2.44 Million - $2.52 Million	-48,121 Reduced 16.26%	247,772 $12.9 Billion
Q2 2025 Nov 12, 2025	SELL	$49.73 - $51.44 $34,761 - $35,956	-699 Reduced 0.24%	295,893 $15.2 Million
Q2 2025 Aug 14, 2025	BUY	$49.73 - $51.44 $7.47 Million - $7.72 Million	150,141 Added 102.52%	296,592 $15.3 Million
Q1 2025 May 30, 2025	BUY	$49.67 - $51.43 $459,248 - $475,521	9,246 Added 6.74%	146,451 $7.48 Million
Q1 2025 May 15, 2025	BUY	$49.67 - $51.43 $1.31 Million - $1.36 Million	26,406 Added 23.83%	137,205 $7.01 Billion

Q4 2024 May 30, 2025	SELL	$50.14 - $52.56 $1.69 Million - $1.77 Million	-33,628 Reduced 24.51%	103,577 $5.21 Million
Q4 2024 May 29, 2025	SELL	$50.14 - $52.56 $1.69 Million - $1.77 Million	-33,628 Reduced 24.51%	103,577 $5.21 Million
Q4 2024 Feb 11, 2025	BUY	$50.14 - $52.56 $2.35 Million - $2.46 Million	46,897 Added 73.39%	110,799 $5.6 Billion
Q3 2024 May 30, 2025	SELL	$49.82 - $52.8 $2.99 Million - $3.17 Million	-60,039 Reduced 43.76%	77,166 $4.06 Million
Q3 2024 May 29, 2025	SELL	$49.82 - $52.8 $2.99 Million - $3.17 Million	-60,039 Reduced 43.76%	77,166 $4.06 Million
Q3 2024 Nov 05, 2024	BUY	$49.82 - $52.8 $719,201 - $762,220	14,436 Added 29.18%	63,902 $3.36 Billion
Q2 2024 May 29, 2025	SELL	$49.21 - $50.7 $3.78 Million - $3.89 Million	-76,738 Reduced 55.93%	60,467 $3.04 Million
Q2 2024 Aug 07, 2024	BUY	$49.21 - $50.7 $358,593 - $369,450	7,287 Added 17.28%	49,466 $2.48 Billion
Q1 2024 May 28, 2025	SELL	$50.05 - $51.32 $5.29 Million - $5.43 Million	-105,721 Reduced 77.05%	31,484 $1.6 Billion
Q1 2024 May 13, 2024	BUY	$50.05 - $51.32 $1.81 Million - $1.85 Million	36,144 Added 598.91%	42,179 $2.1 Billion
Q4 2023 May 28, 2025	SELL	$46.72 - $51.48 $6.11 Million - $6.74 Million	-130,863 Reduced 95.38%	6,342 $325 Million
Q4 2023 Feb 14, 2024	BUY	$46.72 - $51.48 $281,955 - $310,681	6,035 New	6,035 $309 Million

Others Institutions Holding USIG

# of Institutions

470

Shares Held

219M

Call Options Held

12.7K

Put Options Held

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About ISHARES TR BROAD USD INBD ETFV

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