Wescott Financial Advisory Group, LLC Ishares Tr Transaction History

Wescott Financial Advisory Group, LLC

$857 Million
Q1 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 11,280 shares of INTF stock, worth $372,240. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,280

Previous 12,534 10.0%

Holding current value

$372,240

Previous $359,000 3.34%

% of portfolio

0.04%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$28.43 - $31.96 $35,651 - $40,077	-1,254 Reduced 10.0%	11,280 $347,000
Q4 2024 Feb 12, 2025	BUY	$28.54 - $31.26 $6,392 - $7,002	224 Added 1.82%	12,534 $359,000
Q3 2024 Nov 12, 2024	SELL	$28.08 - $31.79 $15,107 - $17,103	-538 Reduced 4.19%	12,310 $386,000
Q2 2024 Aug 14, 2024	SELL	$28.57 - $30.77 $52,197 - $56,216	-1,827 Reduced 12.45%	12,848 $375,000
Q1 2024 May 13, 2024	SELL	$27.37 - $29.88 $869,161 - $948,869	-31,756 Reduced 68.39%	14,675 $437,000
Q4 2023 Feb 13, 2024	SELL	$24.65 - $28.04 $300,409 - $341,723	-12,187 Reduced 20.79%	46,431 $1.3 Million
Q3 2023 Nov 09, 2023	SELL	$25.69 - $27.65 $10,147 - $10,921	-395 Reduced 0.67%	58,618 $1.52 Million
Q2 2023 Aug 11, 2023	BUY	$25.98 - $27.24 $3,221 - $3,377	124 Added 0.21%	59,013 $1.58 Million
Q1 2023 May 10, 2023	BUY	$24.7 - $26.9 $163,835 - $178,427	6,633 Added 12.69%	58,889 $1.56 Million
Q4 2022 Feb 06, 2023	BUY	$20.88 - $25.33 $81,891 - $99,344	3,922 Added 8.11%	52,256 $1.29 Million
Q3 2022 Nov 14, 2022	BUY	$20.83 - $24.99 $93,276 - $111,905	4,478 Added 10.21%	48,334 $1.01 Million
Q2 2022 Jul 28, 2022	BUY	$23.22 - $27.99 $116,285 - $140,173	5,008 Added 12.89%	43,856 $1.03 Million
Q1 2022 May 16, 2022	BUY	$25.58 - $29.4 $125,086 - $143,766	4,890 Added 14.4%	38,848 $1.08 Million
Q4 2021 Jan 31, 2022	BUY	$28.11 - $30.24 $137,851 - $148,296	4,904 Added 16.88%	33,958 $979,000
Q3 2021 Oct 29, 2021	BUY	$29.02 - $30.98 $13,000 - $13,879	448 Added 1.57%	29,054 $843,000
Q2 2021 Aug 10, 2021	BUY	$29.11 - $31.55 $83,603 - $90,611	2,872 Added 11.16%	28,606 $861,000
Q1 2021 Jun 25, 2021	BUY	$27.02 - $29.01 $81,762 - $87,784	3,026 Added 13.33%	25,734 $739,000
Q4 2020 Jun 25, 2021	BUY	$23.31 - $27.33 $529,323 - $620,609	22,708 New	22,708 $617,000

Others Institutions Holding INTF

# of Institutions

168

Shares Held

49.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker INTF
Sector ETFs
Industry ETFs

More about INTF

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 Tr Transaction History