Wescott Financial Advisory Group, LLC Ishares S&P 500 Growth ETF Transaction History
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 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 78,535 shares of IVW stock, worth $7.78 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
78,535
Previous 72,171
8.82%
Holding current value
$7.78 Million
Previous $6.91 Million
15.38%
% of portfolio
0.92%
Previous 0.84%
Shares
17 transactions
Others Institutions Holding IVW
# of Institutions
2,005Shares Held
428MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.53 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.44 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.23 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.84 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.78 Billion0.77% of portfolio