A detailed history of Summit Financial, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Summit Financial, LLC holds 31,885 shares of USIG stock, worth $1.64 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
31,885
Previous 7,061 351.56%
Holding current value
$1.64 Million
Previous $358,000 346.93%
% of portfolio
0.07%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$49.21 - $50.7 $1.22 Million - $1.26 Million
24,824 Added 351.56%
31,885 $1.6 Million
Q1 2024

Apr 24, 2024

SELL
$50.05 - $51.32 $86,736 - $88,937
-1,733 Reduced 19.71%
7,061 $358,000
Q4 2023

Feb 05, 2024

SELL
$46.72 - $51.48 $46 - $51
-1 Reduced 0.01%
8,794 $450,000
Q2 2023

Aug 11, 2023

BUY
$49.44 - $51.04 $434,824 - $448,896
8,795 New
8,795 $440,000

Others Institutions Holding USIG

About ISHARES TR BROAD USD INBD ETFV


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

Track Summit Financial, LLC Portfolio

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

News

Stay updated on Summit Financial, LLC with notifications on news.