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

Financial Synergies Wealth Advisors, Inc.

  • $806 Billion
  • Q4 2024

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 26,829 shares of USIG stock, worth $1.35 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
26,829
Previous 18,420 45.65%
Holding current value
$1.35 Million
Previous $969 Million 39.28%
% of portfolio
0.17%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
416
Shares Held
166M
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 Financial Synergies Wealth Advisors, Inc. Portfolio

Follow Financial Synergies Wealth Advisors, Inc. 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 Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email