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 $397,033. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,175
Previous 3,314
4.19%
Holding current value
$397,033
Previous $376,000
4.26%
% of portfolio
0.05%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding IJJ
# of Institutions
813Shares Held
40.8MCall Options Held
8.9KPut Options Held
2K-
Morgan Stanley New York, NY4.03MShares$504 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.53MShares$441 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$288 Million0.02% of portfolio
-
Ubs Group Ag1.93MShares$241 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.8MShares$225 Million0.07% of portfolio