Wescott Financial Advisory Group, LLC Ishares Trust Ishares Esg Awar Transaction History

Wescott Financial Advisory Group, LLC

$822 Million
Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 12,227 shares of ESGD stock, worth $971,190. This represents 0.13% of its overall portfolio holdings.

Number of Shares

12,227

Previous 12,239 0.1%

Holding current value

$971,190

Previous $964,000 6.74%

% of portfolio

0.13%

Previous 0.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$75.63 - $84.89 $907 - $1,018	-12 Reduced 0.1%	12,227 $1.03 Million
Q2 2024 Aug 14, 2024	BUY	$76.22 - $82.36 $180,793 - $195,357	2,372 Added 24.04%	12,239 $964,000
Q1 2024 May 13, 2024	BUY	$73.39 - $80.18 $231,618 - $253,048	3,156 Added 47.03%	9,867 $788,000
Q4 2023 Feb 13, 2024	BUY	$65.9 - $75.7 $15,881 - $18,243	241 Added 3.72%	6,711 $506,000
Q3 2023 Nov 09, 2023	BUY	$68.87 - $74.82 $53,443 - $58,060	776 Added 13.63%	6,470 $447,000
Q2 2023 Aug 11, 2023	BUY	$70.97 - $74.19 $15,045 - $15,728	212 Added 3.87%	5,694 $415,000
Q1 2023 May 10, 2023	SELL	$66.27 - $72.39 $265,676 - $290,211	-4,009 Reduced 42.24%	5,482 $393,000
Q4 2022 Feb 06, 2023	BUY	$55.83 - $67.96 $163,135 - $198,579	2,922 Added 44.48%	9,491 $623,000
Q3 2022 Nov 14, 2022	BUY	$55.75 - $67.2 $11,373 - $13,708	204 Added 3.21%	6,569 $369,000
Q2 2022 Jul 28, 2022	BUY	$61.64 - $74.67 $45,120 - $54,658	732 Added 12.99%	6,365 $399,000
Q1 2022 May 16, 2022	BUY	$67.21 - $80.45 $25,607 - $30,651	381 Added 7.25%	5,633 $415,000
Q4 2021 Jan 31, 2022	BUY	$76.64 - $82.32 $57,250 - $61,493	747 Added 16.58%	5,252 $417,000
Q3 2021 Oct 29, 2021	BUY	$77.09 - $82.48 $22,664 - $24,249	294 Added 6.98%	4,505 $353,000
Q2 2021 Aug 10, 2021	BUY	$76.82 - $82.21 $44,939 - $48,092	585 Added 16.13%	4,211 $335,000
Q1 2021 Jun 25, 2021	BUY	$72.34 - $76.86 $55,412 - $58,874	766 Added 26.78%	3,626 $275,000
Q4 2020 Jun 25, 2021	BUY	$61.15 - $73.67 $174,889 - $210,696	2,860 New	2,860 $209,000

Others Institutions Holding ESGD

# of Institutions

642

Shares Held

93.1M

Call Options Held

Put Options Held

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Wescott Financial Advisory Group, LLC Ishares Trust Ishares Esg Awar Transaction History