Wescott Financial Advisory Group, LLC Ishares Core S&P 500 ETF 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 500 ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 67,090 shares of IVV stock, worth $40.1 Million. This represents 4.71% of its overall portfolio holdings.
Number of Shares
67,090
Previous 66,075
1.54%
Holding current value
$40.1 Million
Previous $36.2 Million
7.02%
% of portfolio
4.71%
Previous 4.74%
Shares
14 transactions
Others Institutions Holding IVV
# of Institutions
3,450Shares Held
686MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.7 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.5 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.1 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.9 Billion1.06% of portfolio