Wescott Financial Advisory Group, LLC Ishares Tr Transaction History

Wescott Financial Advisory Group, LLC

$932 Million
Q2 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 529,251 shares of IEFA stock, worth $46.6 Million. This represents 4.74% of its overall portfolio holdings.

Number of Shares

529,251

Previous 533,696 0.83%

Holding current value

$46.6 Million

Previous $40.4 Million 9.43%

% of portfolio

4.74%

Previous 4.71%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$67.83 - $84.09 $301,504 - $373,780	-4,445 Reduced 0.83%	529,251 $44.2 Million
Q1 2025 May 14, 2025	SELL	$69.57 - $78.65 $481,006 - $543,786	-6,914 Reduced 1.28%	533,696 $40.4 Million
Q4 2024 Feb 12, 2025	BUY	$70.06 - $77.43 $49,602 - $54,820	708 Added 0.13%	540,610 $38 Million
Q3 2024 Nov 12, 2024	BUY	$70.09 - $78.74 $1.46 Million - $1.64 Million	20,859 Added 4.02%	539,902 $42.1 Million
Q2 2024 Aug 14, 2024	BUY	$70.77 - $76.19 $10.3 Million - $11.1 Million	145,796 Added 39.06%	519,043 $37.7 Million
Q1 2024 May 13, 2024	BUY	$68.14 - $74.43 $5.81 Million - $6.34 Million	85,225 Added 29.59%	373,247 $27.7 Million
Q4 2023 Feb 13, 2024	BUY	$61.3 - $70.47 $1.38 Million - $1.58 Million	22,447 Added 8.45%	288,022 $20.3 Million
Q3 2023 Nov 09, 2023	BUY	$64.04 - $69.58 $809,465 - $879,491	12,640 Added 5.0%	265,575 $17.1 Million
Q2 2023 Aug 11, 2023	BUY	$66.03 - $69.1 $2.46 Million - $2.58 Million	37,314 Added 17.31%	252,935 $17.1 Million
Q1 2023 May 10, 2023	BUY	$62.17 - $67.7 $1.12 Million - $1.22 Million	17,994 Added 9.11%	215,621 $14.4 Million
Q4 2022 Feb 06, 2023	BUY	$52.35 - $63.65 $2.88 Million - $3.5 Million	55,010 Added 38.57%	197,627 $12.2 Million
Q3 2022 Nov 14, 2022	BUY	$52.32 - $63.1 $333,278 - $401,947	6,370 Added 4.68%	142,617 $7.51 Million
Q2 2022 Jul 28, 2022	BUY	$57.91 - $70.46 $849,192 - $1.03 Million	14,664 Added 12.06%	136,247 $8.02 Million
Q1 2022 May 16, 2022	BUY	$63.26 - $75.48 $4.9 Million - $5.85 Million	77,524 Added 175.95%	121,583 $8.45 Million
Q4 2021 Jan 31, 2022	BUY	$72.36 - $77.76 $232,709 - $250,076	3,216 Added 7.87%	44,059 $3.29 Million
Q3 2021 Oct 29, 2021	BUY	$72.98 - $78.2 $126,985 - $136,068	1,740 Added 4.45%	40,843 $3.03 Million
Q2 2021 Aug 10, 2021	BUY	$73.11 - $77.88 $194,984 - $207,705	2,667 Added 7.32%	39,103 $2.95 Million
Q1 2021 Jun 25, 2021	BUY	$68.58 - $73.12 $73,792 - $78,677	1,076 Added 3.04%	36,436 $2.63 Million
Q4 2020 Jun 25, 2021	BUY	$58.13 - $69.71 $2.06 Million - $2.46 Million	35,360 New	35,360 $2.44 Million

Others Institutions Holding IEFA

# of Institutions

2,365

Shares Held

1.56B

Call Options Held

108K

Put Options Held

37.6K

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About ISHARES TR

Ticker IEFA
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Wescott Financial Advisory Group, LLC Ishares Tr Transaction History