Wescott Financial Advisory Group, LLC Ishares S&P Midcap 400 Value E Transaction History

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 3,175 shares of IJJ stock, worth $415,988. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,175
Previous 3,314 4.19%
Holding current value
$415,988
Previous $376,000 4.26%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$111.9 - $124.28 $15,554 - $17,274
-139 Reduced 4.19%
3,175 $392,000
Q2 2024

Aug 14, 2024
BUY
$109.44 - $118.4 $218 - $236
2 Added 0.06%
3,314 $376,000
Q1 2024

May 13, 2024
SELL
$109.27 - $118.29 $23,930 - $25,905
-219 Reduced 6.2%
3,312 $391,000
Q4 2023

Feb 13, 2024
SELL
$93.05 - $115.17 $21,959 - $27,180
-236 Reduced 6.26%
3,531 $402,000
Q3 2023

Nov 09, 2023
BUY
$99.46 - $111.92 $25,760 - $28,987
259 Added 7.38%
3,767 $380,000
Q2 2023

Aug 11, 2023
SELL
$97.74 - $107.13 $4,691 - $5,142
-48 Reduced 1.35%
3,508 $375,000
Q1 2023

May 10, 2023
SELL
$97.23 - $116.09 $11,959 - $14,279
-123 Reduced 3.34%
3,556 $365,000
Q4 2022

Feb 06, 2023
BUY
$91.7 - $106.74 $27,785 - $32,342
303 Added 8.98%
3,679 $370,000
Q3 2022

Nov 14, 2022
BUY
$90.0 - $107.68 $450 - $538
5 Added 0.15%
3,376 $304,000
Q2 2022

Jul 28, 2022
BUY
$91.51 - $110.2 $274 - $330
3 Added 0.09%
3,371 $318,000
Q1 2022

May 16, 2022
BUY
$102.52 - $112.86 $345,287 - $380,112
3,368 New
3,368 $369,000

Others Institutions Holding IJJ

# of Institutions
837
Shares Held
41M
Call Options Held
5K
Put Options Held
2K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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