Wescott Financial Advisory Group, LLC Ishares Russell 1000 Val ETF Transaction History
Wescott Financial Advisory Group, LLC
- $857 Million
- Q1 2025
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 3,054 shares of IWD stock, worth $576,045. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,054
Previous 3,050
0.13%
Holding current value
$576,045
Previous $564,000
1.77%
% of portfolio
0.07%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding IWD
# of Institutions
1,907Shares Held
279MCall Options Held
617KPut Options Held
5.88M-
Bank Of America Corp Charlotte, NC50.6MShares$9.54 Billion0.78% of portfolio
-
Morgan Stanley New York, NY38.3MShares$7.22 Billion0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY15.6MShares$2.95 Billion0.49% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.71 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.65 Billion3.54% of portfolio