Wescott Financial Advisory Group, LLC Ishares Russell 2000 ETF Transaction History
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 1,485 shares of IWM stock, worth $318,695. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,485
Previous 1,482
0.2%
Holding current value
$318,695
Previous $327,000
0.31%
% of portfolio
0.04%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding IWM
# of Institutions
2,938Shares Held
302MCall Options Held
213MPut Options Held
497M-
Bank Of America Corp Charlotte, NC33.2MShares$7.12 Billion0.63% of portfolio
-
Morgan Stanley New York, NY19.5MShares$4.19 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA19.1MShares$4.11 Billion0.98% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$3.57 Billion0.6% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$1.92 Billion0.04% of portfolio