Wescott Financial Advisory Group, LLC Ishares S&P 500 Value ETF Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 31,116 shares of IVE stock, worth $6 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
31,116
Previous 29,757
4.57%
Holding current value
$6 Million
Previous $5.42 Million
13.28%
% of portfolio
0.75%
Previous 0.71%
Shares
16 transactions
Others Institutions Holding IVE
# of Institutions
1,532Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.28 Billion0.27% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.5 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.42 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.53 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.34 Billion0.32% of portfolio