Wescott Financial Advisory Group, LLC Ishares Trust Ishares 1 5 Year Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 39,147 shares of IGSB stock, worth $2.03 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

39,147

Previous 47,795 18.09%

Holding current value

$2.03 Million

Previous $2.52 Million 19.59%

% of portfolio

0.23%

Previous 0.31%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$51.54 - $52.55 $445,717 - $454,452	-8,648 Reduced 18.09%	39,147 $2.02 Million
Q3 2024 Nov 12, 2024	SELL	$51.02 - $52.74 $44,744 - $46,252	-877 Reduced 1.8%	47,795 $2.52 Million
Q2 2024 Aug 14, 2024	SELL	$50.64 - $51.3 $25,218 - $25,547	-498 Reduced 1.01%	48,672 $2.49 Million
Q1 2024 May 13, 2024	SELL	$50.95 - $51.48 $2,598 - $2,625	-51 Reduced 0.1%	49,170 $2.52 Million
Q4 2023 Feb 13, 2024	BUY	$49.4 - $51.28 $377,514 - $391,881	7,642 Added 18.38%	49,221 $2.52 Million
Q3 2023 Nov 09, 2023	BUY	$49.74 - $50.37 $244,720 - $247,820	4,920 Added 13.42%	41,579 $2.07 Million
Q2 2023 Aug 11, 2023	SELL	$50.02 - $50.76 $62,474 - $63,399	-1,249 Reduced 3.29%	36,659 $1.84 Million
Q1 2023 May 10, 2023	SELL	$49.56 - $50.75 $3,320 - $3,400	-67 Reduced 0.18%	37,908 $1.92 Million
Q4 2022 Feb 06, 2023	BUY	$48.63 - $50.19 $1.34 Million - $1.38 Million	27,453 Added 260.91%	37,975 $1.89 Million
Q3 2022 Nov 14, 2022	SELL	$49.08 - $51.27 $88,196 - $92,132	-1,797 Reduced 14.59%	10,522 $519,000
Q2 2022 Jul 28, 2022	BUY	$49.84 - $51.62 $2,591 - $2,684	52 Added 0.42%	12,319 $623,000
Q1 2022 May 16, 2022	BUY	$51.49 - $53.86 $631,627 - $660,700	12,267 New	12,267 $634,000

Others Institutions Holding IGSB

# of Institutions

1,035

Shares Held

325M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
Sector ETFs
Industry ETFs

More about IGSB

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 Trust Ishares 1 5 Year Transaction History