Wescott Financial Advisory Group, LLC Ishares Core S&P Sm Cap ETF Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 38,076 shares of IJR stock, worth $4.76 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
38,076
Previous 37,267
2.17%
Holding current value
$4.76 Million
Previous $3.97 Million
12.05%
% of portfolio
0.54%
Previous 0.52%
Shares
16 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.54 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.87 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.33 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.22 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.02 Billion0.44% of portfolio