Wescott Financial Advisory Group, LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 72,171 shares of IVW stock, worth $7.18 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
72,171
Previous 69,552
3.77%
Holding current value
$7.18 Million
Previous $6.44 Million
7.36%
% of portfolio
0.84%
Previous 0.84%
Shares
16 transactions
Others Institutions Holding IVW
# of Institutions
1,816Shares Held
414MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.63 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.39 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.32 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.85 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.56 Billion0.69% of portfolio