Wescott Financial Advisory Group, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Wescott Financial Advisory Group, LLC

  • $995 Million
  • Q3 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 9,156 shares of USIG stock, worth $474,006. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,156
Previous 8,852 3.43%
Holding current value
$474,006
Previous $455,000 5.05%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 05, 2025
BUY
$50.73 - $52.47 $15,421 - $15,950
304 Added 3.43%
9,156 $478,000
Q2 2025

Aug 11, 2025
BUY
$49.73 - $51.44 $2,387 - $2,469
48 Added 0.55%
8,852 $455,000
Q1 2025

May 14, 2025
BUY
$49.67 - $51.43 $5,960 - $6,171
120 Added 1.38%
8,804 $449,000
Q4 2024

Feb 12, 2025
BUY
$50.14 - $52.56 $6,518 - $6,832
130 Added 1.52%
8,684 $436,000
Q3 2024

Nov 12, 2024
BUY
$49.82 - $52.8 $4,683 - $4,963
94 Added 1.11%
8,554 $449,000
Q2 2024

Aug 14, 2024
BUY
$49.21 - $50.7 $4,625 - $4,765
94 Added 1.12%
8,460 $424,000
Q1 2024

May 13, 2024
BUY
$50.05 - $51.32 $2,952 - $3,027
59 Added 0.71%
8,366 $424,000
Q4 2023

Feb 13, 2024
BUY
$46.72 - $51.48 $5,559 - $6,126
119 Added 1.45%
8,307 $425,000
Q3 2023

Nov 09, 2023
BUY
$48.03 - $50.28 $4,082 - $4,273
85 Added 1.05%
8,188 $393,000
Q2 2023

Aug 11, 2023
BUY
$49.44 - $51.04 $3,856 - $3,981
78 Added 0.97%
8,103 $405,000
Q1 2023

May 10, 2023
BUY
$49.01 - $51.53 $2,401 - $2,524
49 Added 0.61%
8,025 $406,000
Q4 2022

Feb 06, 2023
BUY
$46.74 - $50.68 $372,798 - $404,223
7,976 New
7,976 $391,000

Others Institutions Holding USIG

# of Institutions
476
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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