Wescott Financial Advisory Group, LLC Ishares S&P 500 Growth ETF Transaction History
Wescott Financial Advisory Group, LLC
- $857 Million
- Q1 2025
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 81,787 shares of IVW stock, worth $8.56 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
81,787
Previous 78,535
4.14%
Holding current value
$8.56 Million
Previous $7.97 Million
4.78%
% of portfolio
0.89%
Previous 0.92%
Shares
18 transactions
Others Institutions Holding IVW
# of Institutions
2,029Shares Held
427MCall Options Held
203KPut Options Held
136K-
Envestnet Asset Management Inc48.1MShares$5.03 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$4.58 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.45 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$1.98 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$1.97 Billion0.14% of portfolio