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

Wescott Financial Advisory Group, LLC

$822 Million
Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 8,554 shares of USIG stock, worth $432,319. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,554

Previous 8,460 1.11%

Holding current value

$432,319

Previous $424,000 5.9%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$49.82 - $52.8 $4,683 - $4,963	94 Added 1.11%	8,554 $449,000
Q2 2024 Aug 14, 2024	BUY	$49.21 - $50.7 $4,625 - $4,765	94 Added 1.12%	8,460 $424,000
Q1 2024 May 13, 2024	BUY	$50.05 - $51.32 $2,952 - $3,027	59 Added 0.71%	8,366 $424,000
Q4 2023 Feb 13, 2024	BUY	$46.72 - $51.48 $5,559 - $6,126	119 Added 1.45%	8,307 $425,000
Q3 2023 Nov 09, 2023	BUY	$48.03 - $50.28 $4,082 - $4,273	85 Added 1.05%	8,188 $393,000
Q2 2023 Aug 11, 2023	BUY	$49.44 - $51.04 $3,856 - $3,981	78 Added 0.97%	8,103 $405,000
Q1 2023 May 10, 2023	BUY	$49.01 - $51.53 $2,401 - $2,524	49 Added 0.61%	8,025 $406,000
Q4 2022 Feb 06, 2023	BUY	$46.74 - $50.68 $372,798 - $404,223	7,976 New	7,976 $391,000

Others Institutions Holding USIG

# of Institutions

441

Shares Held

170M

Call Options Held

21.4K

Put Options Held

View Full List

About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
Sector ETFs
Industry ETFs

More about USIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Account

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