Valeo Financial Advisors, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 35,154 shares of USIG stock, worth $1.82 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
35,154
Previous 34,686 1.35%
Holding current value
$1.82 Million
Previous $1.78 Million 2.86%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$50.73 - $52.47 $23,741 - $24,555
468 Added 1.35%
35,154 $1.84 Million
Q2 2025

Jul 22, 2025
BUY
$49.73 - $51.44 $155,107 - $160,441
3,119 Added 9.88%
34,686 $1.78 Million
Q1 2025

Apr 30, 2025
BUY
$49.67 - $51.43 $7,500 - $7,765
151 Added 0.48%
31,567 $1.61 Million
Q4 2024

Jan 30, 2025
BUY
$50.14 - $52.56 $31,437 - $32,955
627 Added 2.04%
31,416 $1.58 Million
Q3 2024

Oct 10, 2024
BUY
$49.82 - $52.8 $37,962 - $40,233
762 Added 2.54%
30,789 $1.62 Million
Q2 2024

Jul 10, 2024
SELL
$49.21 - $50.7 $90,005 - $92,730
-1,829 Reduced 5.74%
30,027 $1.51 Million
Q1 2024

Apr 25, 2024
BUY
$50.05 - $51.32 $98,398 - $100,895
1,966 Added 6.58%
31,856 $1.62 Million
Q1 2024

Apr 19, 2024
SELL
$50.05 - $51.32 $7,957 - $8,159
-159 Reduced 0.53%
29,890 $1.52 Million
Q4 2023

Jan 29, 2024
BUY
$46.72 - $51.48 $48,355 - $53,281
1,035 Added 3.57%
30,049 $1.54 Million
Q3 2023

Oct 19, 2023
BUY
$48.03 - $50.28 $29,250 - $30,620
609 Added 2.14%
29,014 $1.39 Million
Q2 2023

Jul 14, 2023
BUY
$49.44 - $51.04 $14,387 - $14,852
291 Added 1.04%
28,405 $1.42 Million
Q1 2023

Apr 17, 2023
BUY
$49.01 - $51.53 $18,476 - $19,426
377 Added 1.36%
28,114 $1.42 Million
Q4 2022

Feb 09, 2023
BUY
$46.74 - $50.68 $1.3 Million - $1.41 Million
27,737 New
27,737 $1.36 Million

Others Institutions Holding USIG

# of Institutions
469
Shares Held
219M
Call Options Held
12.7K
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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