Wescott Financial Advisory Group, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 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 172,389 shares of ISTB stock, worth $8.3 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

172,389

Previous 151,810 13.56%

Holding current value

$8.3 Million

Previous $7.39 Million 11.43%

% of portfolio

0.96%

Previous 0.9%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$47.58 - $48.56 $979,148 - $999,316	20,579 Added 13.56%	172,389 $8.24 Million
Q3 2024 Nov 12, 2024	BUY	$47.18 - $48.74 $496,616 - $513,037	10,526 Added 7.45%	151,810 $7.39 Million
Q2 2024 Aug 14, 2024	BUY	$46.84 - $47.46 $650,654 - $659,266	13,891 Added 10.9%	141,284 $6.69 Million
Q1 2024 May 13, 2024	BUY	$47.16 - $47.73 $994,321 - $1.01 Million	21,084 Added 19.83%	127,393 $6.04 Million
Q4 2023 Feb 13, 2024	BUY	$46.0 - $47.56 $685,078 - $708,311	14,893 Added 16.29%	106,309 $5.06 Million
Q3 2023 Nov 09, 2023	BUY	$46.26 - $46.9 $1.1 Million - $1.12 Million	23,831 Added 35.26%	91,416 $4.24 Million
Q2 2023 Aug 11, 2023	BUY	$46.63 - $47.38 $640,882 - $651,190	13,744 Added 25.53%	67,585 $3.15 Million
Q1 2023 May 10, 2023	SELL	$46.16 - $47.28 $996,040 - $1.02 Million	-21,578 Reduced 28.61%	53,841 $2.54 Million
Q4 2022 Feb 06, 2023	BUY	$45.61 - $46.84 $1.52 Million - $1.56 Million	33,392 Added 79.45%	75,419 $3.5 Million
Q3 2022 Nov 14, 2022	BUY	$45.93 - $47.9 $167,322 - $174,499	3,643 Added 9.49%	42,027 $1.94 Million
Q2 2022 Jul 28, 2022	SELL	$46.78 - $48.31 $763,402 - $788,370	-16,319 Reduced 29.83%	38,384 $1.82 Million
Q1 2022 May 16, 2022	BUY	$48.28 - $50.36 $1.45 Million - $1.52 Million	30,118 Added 122.51%	54,703 $2.65 Million
Q4 2021 Jan 31, 2022	BUY	$50.4 - $51.06 $24,897 - $25,223	494 Added 2.05%	24,585 $1.24 Million
Q3 2021 Oct 29, 2021	BUY	$51.04 - $51.35 $6,380 - $6,418	125 Added 0.52%	24,091 $1.23 Million
Q2 2021 Aug 10, 2021	BUY	$51.18 - $51.42 $175,035 - $175,856	3,420 Added 16.65%	23,966 $1.23 Million
Q1 2021 Jun 25, 2021	BUY	$51.2 - $51.67 $90,163 - $90,990	1,761 Added 9.37%	20,546 $1.05 Million
Q4 2020 Jun 25, 2021	BUY	$51.33 - $51.65 $964,234 - $970,245	18,785 New	18,785 $970,000

Others Institutions Holding ISTB

# of Institutions

409

Shares Held

62.2M

Call Options Held

Put Options Held

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Wescott Financial Advisory Group, LLC Ihares Core 1 5 Years Usd Bond Transaction History