A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 335,348 shares of USIG stock, worth $17 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
335,348
Previous 4,807 6876.24%
Holding current value
$17 Million
Previous $253 Million 38.18%
% of portfolio
0.06%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025

SELL
$50.14 - $52.56 $16.5 Million - $17.3 Million
-328,402 Reduced 97.93%
6,946 $349 Million
Q4 2024

Jan 27, 2025

BUY
$50.14 - $52.56 $16.6 Million - $17.4 Million
330,541 Added 6876.24%
335,348 $349 Million
Q3 2024

Nov 12, 2024

SELL
$49.82 - $52.8 $11.3 Million - $12 Million
-227,120 Reduced 97.93%
4,807 $253 Million
Q2 2024

Aug 06, 2024

BUY
$49.21 - $50.7 $11.2 Million - $11.5 Million
227,248 Added 4856.76%
231,927 $20.6 Million
Q1 2024

Apr 22, 2024

BUY
$50.05 - $51.32 $234,183 - $240,126
4,679 New
4,679 $238 Million
Q3 2023

Nov 07, 2023

BUY
$48.03 - $50.28 $213,493 - $223,494
4,445 New
4,445 $214 Million

Others Institutions Holding USIG

About ISHARES TR BROAD USD INBD ETFV


  • Ticker USIG
  • Sector ETFs
  • Industry ETFs
More about USIG
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC 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 Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.