Wescott Financial Advisory Group, LLC Ishares Tr Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 47,724 shares of IXUS stock, worth $3.41 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

47,724

Previous 47,097 1.33%

Holding current value

$3.41 Million

Previous $3.42 Million 7.72%

% of portfolio

0.37%

Previous 0.42%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$65.95 - $72.56 $41,350 - $45,495	627 Added 1.33%	47,724 $3.16 Million
Q3 2024 Nov 12, 2024	SELL	$64.9 - $73.35 $67,950 - $76,797	-1,047 Reduced 2.17%	47,097 $3.42 Million
Q2 2024 Aug 14, 2024	SELL	$65.1 - $70.07 $346,592 - $373,052	-5,324 Reduced 9.96%	48,144 $3.25 Million
Q1 2024 May 13, 2024	SELL	$62.39 - $67.92 $80,233 - $87,345	-1,286 Reduced 2.35%	53,468 $3.63 Million
Q4 2023 Feb 13, 2024	BUY	$57.18 - $64.93 $103,838 - $117,912	1,816 Added 3.43%	54,754 $3.56 Million
Q2 2023 Aug 11, 2023	SELL	$60.88 - $63.83 $12,176 - $12,766	-200 Reduced 0.38%	52,938 $3.31 Million
Q1 2023 May 10, 2023	SELL	$58.3 - $63.56 $148,839 - $162,268	-2,553 Reduced 4.58%	53,138 $3.29 Million
Q4 2022 Feb 06, 2023	BUY	$50.56 - $60.03 $220,947 - $262,331	4,370 Added 8.52%	55,691 $3.22 Million
Q3 2022 Nov 14, 2022	BUY	$50.92 - $60.43 $5,092 - $6,043	100 Added 0.2%	51,321 $2.61 Million
Q2 2022 Jul 28, 2022	BUY	$56.25 - $67.81 $79,368 - $95,679	1,411 Added 2.83%	51,221 $2.92 Million
Q1 2022 May 16, 2022	BUY	$61.54 - $72.2 $3.07 Million - $3.6 Million	49,810 New	49,810 $3.32 Million

Others Institutions Holding IXUS

# of Institutions

855

Shares Held

484M

Call Options Held

1.9K

Put Options Held

700

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About ISHARES TR

Ticker IXUS
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Wescott Financial Advisory Group, LLC Ishares Tr Transaction History