Wescott Financial Advisory Group, LLC Ihares Core 1 5 Years Usd Bond Transaction History
Wescott Financial Advisory Group, LLC
- $763 Million
- Q2 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 141,284 shares of ISTB stock, worth $6.8 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
141,284
Previous 127,393
10.9%
Holding current value
$6.8 Million
Previous $6.04 Million
10.74%
% of portfolio
0.88%
Previous 0.85%
Shares
15 transactions
Others Institutions Holding ISTB
# of Institutions
386Shares Held
58.3MCall Options Held
0Put Options Held
100-
Acorns Advisers, LLC Irvine, CA9.75MShares$470 Million4.95% of portfolio
-
State Of Wisconsin Investment Board Madison, WI4.84MShares$233 Million0.63% of portfolio
-
Trust Point Inc. La Crosse, WI3.14MShares$151 Million11.46% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.12MShares$150 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.78MShares$85.9 Million0.0% of portfolio