Financial Synergies Wealth Advisors, Inc. Ishares Tr Broad Usd Inbd Etfv Transaction History

Financial Synergies Wealth Advisors, Inc.

$988 Billion
Q3 2025

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 41,221 shares of USIG stock, worth $2.13 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

41,221

Previous 47,741 13.66%

Holding current value

$2.13 Million

Previous $2.46 Billion 12.35%

% of portfolio

0.22%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$50.73 - $52.47 $330,759 - $342,104	-6,520 Reduced 13.66%	41,221 $2.15 Billion
Q2 2025 Jul 29, 2025	BUY	$49.73 - $51.44 $449,360 - $464,811	9,036 Added 23.35%	47,741 $2.46 Billion
Q1 2025 Apr 30, 2025	BUY	$49.67 - $51.43 $589,880 - $610,782	11,876 Added 44.27%	38,705 $1.98 Billion
Q4 2024 Jan 27, 2025	BUY	$50.14 - $52.56 $421,627 - $441,977	8,409 Added 45.65%	26,829 $1.35 Billion
Q3 2024 Oct 07, 2024	BUY	$49.82 - $52.8 $2,939 - $3,115	59 Added 0.32%	18,420 $969 Million

Q2 2024 Jul 23, 2024	BUY	$49.21 - $50.7 $170,955 - $176,131	3,474 Added 23.34%	18,361 $922 Million
Q1 2024 Apr 12, 2024	BUY	$50.05 - $51.32 $745,094 - $764,000	14,887 New	14,887 $756 Million

Others Institutions Holding USIG

# of Institutions

473

Shares Held

219M

Call Options Held

12.7K

Put Options Held

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About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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Financial Synergies Wealth Advisors, Inc. Ishares Tr Broad Usd Inbd Etfv Transaction History