Wescott Financial Advisory Group, LLC Ishares S&P 500 Growth ETF Transaction History

Wescott Financial Advisory Group, LLC

$763 Million
Q2 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 69,552 shares of IVW stock, worth $6.78 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

69,552

Previous 57,861 20.21%

Holding current value

$6.78 Million

Previous $4.89 Million 31.75%

% of portfolio

0.84%

Previous 0.69%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$79.31 - $93.31 $927,213 - $1.09 Million	11,691 Added 20.21%	69,552 $6.44 Million
Q1 2024 May 13, 2024	BUY	$72.87 - $85.14 $271,003 - $316,635	3,719 Added 6.87%	57,861 $4.89 Million
Q4 2023 Feb 13, 2024	BUY	$65.78 - $75.4 $343,371 - $393,588	5,220 Added 10.67%	54,142 $4.07 Million
Q3 2023 Nov 09, 2023	BUY	$68.05 - $72.66 $197,889 - $211,295	2,908 Added 6.32%	48,922 $3.35 Million
Q2 2023 Aug 11, 2023	BUY	$63.21 - $70.48 $43,488 - $48,490	688 Added 1.52%	46,014 $3.24 Million
Q1 2023 May 10, 2023	BUY	$57.25 - $63.89 $312,241 - $348,456	5,454 Added 13.68%	45,326 $2.9 Million
Q4 2022 Feb 06, 2023	BUY	$56.73 - $63.56 $185,677 - $208,031	3,273 Added 8.94%	39,872 $2.33 Million
Q3 2022 Nov 14, 2022	BUY	$57.85 - $71.43 $268,192 - $331,149	4,636 Added 14.5%	36,599 $2.12 Million
Q2 2022 Jul 28, 2022	BUY	$58.13 - $77.8 $133,757 - $179,017	2,301 Added 7.76%	31,963 $1.93 Million
Q1 2022 May 16, 2022	BUY	$68.33 - $84.32 $244,006 - $301,106	3,571 Added 13.69%	29,662 $2.27 Million
Q4 2021 Jan 31, 2022	BUY	$73.18 - $84.81 $169,192 - $196,080	2,312 Added 9.72%	26,091 $2.18 Million
Q3 2021 Oct 29, 2021	BUY	$72.99 - $79.0 $802 - $869	11 Added 0.05%	23,779 $1.76 Million
Q2 2021 Aug 10, 2021	BUY	$65.96 - $72.81 $81,328 - $89,774	1,233 Added 5.47%	23,768 $1.8 Million
Q1 2021 Jun 25, 2021	BUY	$61.43 - $67.25 $108,485 - $118,763	1,766 Added 8.5%	22,535 $1.47 Million
Q4 2020 Jun 25, 2021	BUY	$56.17 - $63.82 $1.17 Million - $1.33 Million	20,769 New	20,769 $1.33 Million

Others Institutions Holding IVW

# of Institutions

1,765

Shares Held

428M

Call Options Held

281K

Put Options Held

217K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Wescott Financial Advisory Group, LLC Ishares S&P 500 Growth ETF Transaction History