Security Financial Services, Inc. Ishares Tr Broad Usd Inbd Etfv Transaction History

Security Financial Services, Inc.

$480 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	BUY	$48.03 - $50.28 $47,165 - $49,374	982 Added 6.6%	15,853 $762,000
Q2 2023 Aug 11, 2023	SELL	$49.44 - $51.04 $438,780 - $452,980	-8,875 Reduced 37.37%	14,871 $744,000
Q1 2023 May 02, 2023	BUY	$49.01 - $51.53 $71,162 - $74,821	1,452 Added 6.51%	23,746 $1.2 Million
Q4 2022 Jan 30, 2023	BUY	$46.74 - $50.68 $623,792 - $676,375	13,346 Added 149.15%	22,294 $1.09 Million
Q3 2022 Oct 19, 2022	SELL	$47.75 - $52.55 $411,509 - $452,875	-8,618 Reduced 49.06%	8,948 $430,000
Q2 2022 Jul 20, 2022	SELL	$49.92 - $55.16 $66,543 - $73,528	-1,333 Reduced 7.05%	17,566 $895,000
Q1 2022 Apr 19, 2022	BUY	$54.36 - $59.32 $642,045 - $700,628	11,811 Added 166.63%	18,899 $1.04 Million
Q4 2021 Mar 15, 2022	BUY	$59.32 - $60.73 $420,460 - $430,454	7,088 New	7,088 $423,000

Others Institutions Holding USIG

# of Institutions

411

Shares Held

166M

Call Options Held

21.4K

Put Options Held

0

Bank Of America Corp Charlotte, NC

31.2M
Shares

$1.59 Billion
0.14% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.5M
Shares

$689 Million
2.41% of portfolio
Personal Capital Advisors Corp

9.74M
Shares

$496 Million
2.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.71M
Shares

$494 Million
0.13% of portfolio
Truist Financial Corp

7.49M
Shares

$381 Million
0.63% of portfolio

About ISHARES TR BROAD USD INBD ETFV

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