Wescott Financial Advisory Group, LLC Ishares Russell Mid Cap Growth Transaction History

Wescott Financial Advisory Group, LLC

$857 Million
Q1 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 361,063 shares of IWP stock, worth $48 Million. This represents 4.95% of its overall portfolio holdings.

Number of Shares

361,063

Previous 341,734 5.66%

Holding current value

$48 Million

Previous $43.3 Million 2.06%

% of portfolio

4.95%

Previous 5.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$114.9 - $139.6 $2.22 Million - $2.7 Million	19,329 Added 5.66%	361,063 $42.4 Million
Q4 2024 Feb 12, 2025	BUY	$116.4 - $138.52 $32.9 Million - $39.2 Million	283,065 Added 482.48%	341,734 $43.3 Million
Q3 2024 Nov 12, 2024	BUY	$103.87 - $117.59 $141,782 - $160,510	1,365 Added 2.38%	58,669 $6.88 Million
Q2 2024 Aug 14, 2024	BUY	$105.7 - $113.43 $250,826 - $269,169	2,373 Added 4.32%	57,304 $6.32 Million
Q1 2024 May 13, 2024	SELL	$100.66 - $114.14 $412,202 - $467,403	-4,095 Reduced 6.94%	54,931 $6.27 Million
Q4 2023 Feb 13, 2024	BUY	$85.66 - $105.12 $5.06 Million - $6.2 Million	59,026 New	59,026 $6.17 Million

Others Institutions Holding IWP

# of Institutions

1,212

Shares Held

119M

Call Options Held

132K

Put Options Held

92.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Wescott Financial Advisory Group, LLC Ishares Russell Mid Cap Growth Transaction History