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

Erickson Financial Group, LLC

$140 Million
Q3 2024

A detailed history of Erickson Financial Group, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Erickson Financial Group, LLC holds 84,635 shares of USIG stock, worth $4.35 Million. This represents 3.19% of its overall portfolio holdings.

Number of Shares

84,635

Previous 77,053 9.84%

Holding current value

$4.35 Million

Previous $3.87 Million 15.05%

% of portfolio

3.19%

Previous 2.95%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$49.82 - $52.8 $377,735 - $400,329	7,582 Added 9.84%	84,635 $4.45 Million
Q2 2024 Jul 18, 2024	BUY	$49.21 - $50.7 $68,106 - $70,168	1,384 Added 1.83%	77,053 $3.87 Million
Q1 2024 Apr 29, 2024	BUY	$50.05 - $51.32 $43,343 - $44,443	866 Added 1.16%	75,669 $3.84 Million
Q4 2023 Jan 18, 2024	BUY	$46.72 - $51.48 $15,043 - $16,576	322 Added 0.43%	74,803 $3.83 Million
Q3 2023 Oct 24, 2023	BUY	$48.03 - $50.28 $10,422 - $10,910	217 Added 0.29%	74,481 $3.58 Million
Q2 2023 Jul 13, 2023	BUY	$49.44 - $51.04 $399,969 - $412,913	8,090 Added 12.23%	74,264 $3.72 Million
Q1 2023 Apr 18, 2023	BUY	$49.01 - $51.53 $26,563 - $27,929	542 Added 0.83%	66,174 $3.35 Million
Q4 2022 Jan 17, 2023	BUY	$46.74 - $50.68 $3.07 Million - $3.33 Million	65,632 New	65,632 $0

Others Institutions Holding USIG

# of Institutions

413

Shares Held

166M

Call Options Held

21.4K

Put Options Held

View Full List

About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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Erickson Financial Group, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History