Wescott Financial Advisory Group, LLC Ishares Biotechnology ETF Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Biotechnology ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 2,769 shares of IBB stock, worth $379,214. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,769

Previous 3,023 8.4%

Holding current value

$379,214

Previous $440,000 16.82%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$131.21 - $148.85 $33,327 - $37,807	-254 Reduced 8.4%	2,769 $366,000
Q4 2023 Feb 13, 2024	BUY	$112.41 - $137.03 $112 - $137	1 Added 0.03%	3,023 $410,000
Q3 2022 Nov 14, 2022	BUY	$113.42 - $134.82 $1,474 - $1,752	13 Added 0.43%	3,022 $353,000
Q1 2022 May 16, 2022	BUY	$119.6 - $152.37 $6,099 - $7,770	51 Added 1.72%	3,009 $392,000
Q3 2021 Oct 29, 2021	BUY	$158.89 - $176.21 $10,010 - $11,101	63 Added 2.18%	2,958 $478,000
Q1 2021 Jun 25, 2021	BUY	$146.68 - $172.6 $18,481 - $21,747	126 Added 4.55%	2,895 $436,000
Q4 2020 Jun 25, 2021	BUY	$130.38 - $157.31 $361,022 - $435,591	2,769 New	2,769 $419,000

Others Institutions Holding IBB

# of Institutions

1,014

Shares Held

34.3M

Call Options Held

5.4M

Put Options Held

7.26M

View Full List

About ISHARES BIOTECHNOLOGY ETF

Ticker IBB
Sector ETFs
Industry ETFs

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Wescott Financial Advisory Group, LLC Ishares Biotechnology ETF Transaction History