Wescott Financial Advisory Group, LLC Ishares Core S&P U.S Growth Et 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 U.S Growth Et stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 5,900 shares of IUSG stock, worth $809,362. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,900

Previous 5,889 0.19%

Holding current value

$809,362

Previous $750,000 3.73%

% of portfolio

0.09%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$116.79 - $133.54 $1,284 - $1,468	11 Added 0.19%	5,900 $778,000
Q2 2024 Aug 14, 2024	BUY	$109.98 - $128.59 $769 - $900	7 Added 0.12%	5,889 $750,000
Q1 2024 May 13, 2024	BUY	$100.95 - $117.92 $807 - $943	8 Added 0.14%	5,882 $689,000
Q4 2023 Feb 13, 2024	BUY	$91.06 - $104.51 $3,642 - $4,180	40 Added 0.69%	5,874 $611,000
Q2 2023 Aug 11, 2023	SELL	$87.77 - $97.64 $48,449 - $53,897	-552 Reduced 8.64%	5,834 $569,000
Q1 2023 May 10, 2023	SELL	$79.81 - $88.77 $9,417 - $10,474	-118 Reduced 1.81%	6,386 $566,000
Q4 2022 Feb 06, 2023	BUY	$78.88 - $88.47 $513,035 - $575,408	6,504 New	6,504 $530,000

Others Institutions Holding IUSG

# of Institutions

739

Shares Held

115M

Call Options Held

6.3K

Put Options Held

3.3K

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Wescott Financial Advisory Group, LLC Ishares Core S&P U.S Growth Et Transaction History