Wescott Financial Advisory Group, LLC Ishares Russell Mid Cap Growth Transaction History
Wescott Financial Advisory Group, LLC
- $932 Million
- Q2 2025
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 348,373 shares of IWP stock, worth $48.3 Million. This represents 5.18% of its overall portfolio holdings.
Number of Shares
348,373
Previous 361,063
3.51%
Holding current value
$48.3 Million
Previous $42.4 Million
13.89%
% of portfolio
5.18%
Previous 4.95%
Shares
7 transactions
Others Institutions Holding IWP
# of Institutions
1,285Shares Held
132MCall Options Held
130KPut Options Held
104K-
Morgan Stanley New York, NY18.3MShares$2.54 Billion0.16% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX14.6MShares$2.02 Billion0.24% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.56 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$1.17 Billion0.08% of portfolio
-
Jones Financial Companies Lllp5.23MShares$725 Million0.55% of portfolio