Wescott Financial Advisory Group, LLC Ishares Tr Russell 1000 ETF Transaction History

Wescott Financial Advisory Group, LLC

$857 Million
Q1 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 90,515 shares of IWB stock, worth $29.5 Million. This represents 3.24% of its overall portfolio holdings.

Number of Shares

90,515

Previous 93,909 3.61%

Holding current value

$29.5 Million

Previous $30.3 Million 8.23%

% of portfolio

3.24%

Previous 3.51%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$302.31 - $337.54 $1.03 Million - $1.15 Million	-3,394 Reduced 3.61%	90,515 $27.8 Million
Q4 2024 Feb 12, 2025	SELL	$311.11 - $335.64 $415,954 - $448,750	-1,337 Reduced 1.4%	93,909 $30.3 Million
Q3 2024 Nov 12, 2024	SELL	$283.28 - $314.39 $622,649 - $691,029	-2,198 Reduced 2.26%	95,246 $29.9 Million
Q2 2024 Aug 14, 2024	SELL	$272.21 - $298.72 $1.19 Million - $1.3 Million	-4,364 Reduced 4.29%	97,444 $29 Million
Q1 2024 May 13, 2024	SELL	$257.46 - $288.1 $1.35 Million - $1.51 Million	-5,234 Reduced 4.89%	101,808 $29.3 Million
Q4 2023 Feb 13, 2024	SELL	$225.16 - $263.17 $168,194 - $196,587	-747 Reduced 0.69%	107,042 $28.1 Million
Q3 2023 Nov 09, 2023	SELL	$234.05 - $252.17 $730,236 - $786,770	-3,120 Reduced 2.81%	107,789 $25.3 Million
Q2 2023 Aug 11, 2023	SELL	$221.85 - $243.74 $70,992 - $77,996	-320 Reduced 0.29%	110,909 $27 Million
Q1 2023 May 10, 2023	SELL	$208.78 - $230.55 $408,164 - $450,725	-1,955 Reduced 1.73%	111,229 $25.1 Million
Q4 2022 Feb 06, 2023	SELL	$196.94 - $224.49 $139,236 - $158,714	-707 Reduced 0.62%	113,184 $23.8 Million
Q3 2022 Nov 14, 2022	SELL	$197.33 - $237.63 $169,111 - $203,648	-857 Reduced 0.75%	113,891 $22.5 Million
Q2 2022 Jul 28, 2022	SELL	$201.03 - $253.2 $90,061 - $113,433	-448 Reduced 0.39%	114,748 $23.8 Million
Q1 2022 May 16, 2022	SELL	$230.48 - $266.11 $187,841 - $216,879	-815 Reduced 0.7%	115,196 $28.8 Million
Q4 2021 Jan 31, 2022	SELL	$241.33 - $266.02 $225,402 - $248,462	-934 Reduced 0.8%	116,011 $30.7 Million
Q3 2021 Oct 29, 2021	SELL	$239.32 - $255.42 $176,857 - $188,755	-739 Reduced 0.63%	116,945 $28.3 Million
Q2 2021 Aug 10, 2021	SELL	$226.48 - $242.11 $539,701 - $576,948	-2,383 Reduced 1.98%	117,684 $29.1 Million
Q1 2021 Jun 25, 2021	SELL	$208.89 - $225.24 $39,897 - $43,020	-191 Reduced 0.16%	120,067 $26.9 Million
Q4 2020 Jun 25, 2021	BUY	$182.85 - $211.84 $22 Million - $25.5 Million	120,258 New	120,258 $25.5 Million

Others Institutions Holding IWB

# of Institutions

1,498

Shares Held

96.1M

Call Options Held

66.9K

Put Options Held

199K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Wescott Financial Advisory Group, LLC Ishares Tr Russell 1000 ETF Transaction History