Wescott Financial Advisory Group, LLC Ishares Russell Midcap Value E Transaction History
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 230,162 shares of IWS stock, worth $30.2 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
230,162
Previous 235,949
2.45%
Holding current value
$30.2 Million
Previous $31.2 Million
4.6%
% of portfolio
3.45%
Previous 3.79%
Shares
17 transactions
Others Institutions Holding IWS
# of Institutions
1,021Shares Held
97.4MCall Options Held
19.1KPut Options Held
4.8K-
Tiaa, Fsb St. Louis, MO12.9MShares$1.7 Billion5.15% of portfolio
-
Jones Financial Companies Lllp9.32MShares$1.22 Billion1.15% of portfolio
-
Morgan Stanley New York, NY7.93MShares$1.04 Billion0.07% of portfolio
-
Us Bancorp \De\4.25MShares$558 Million0.73% of portfolio
-
Bank Of America Corp Charlotte, NC4.2MShares$551 Million0.05% of portfolio