Wescott Financial Advisory Group, LLC Ishares Russell 1000 Val ETF Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 3,045 shares of IWD stock, worth $590,060. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,045
Previous 3,316
8.17%
Holding current value
$590,060
Previous $578,000
0.17%
% of portfolio
0.07%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding IWD
# of Institutions
1,733Shares Held
255MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.57 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.18 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.95 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.81 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio