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 18,420 shares of USIG stock, worth $927,999. This represents 0.12% of its overall portfolio holdings.

Number of Shares
18,420
Previous 18,361 0.32%
Holding current value
$927,999
Previous $922 Million 5.06%
% of portfolio
0.12%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR BROAD USD INBD ETFV


  • Ticker USIG
  • Sector ETFs
  • Industry ETFs
More about USIG
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