Wescott Financial Advisory Group, LLC Ishares Tr Transaction History

Wescott Financial Advisory Group, LLC

  • $710 Million
  • Q1 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 92,751 shares of LRGF stock, worth $5.17 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
92,751
Previous 106,294 12.74%
Holding current value
$5.17 Million
Previous $5.13 Million 2.77%
% of portfolio
0.7%
Previous 0.82%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$47.39 - $53.82 $641,802 - $728,884
-13,543 Reduced 12.74%
92,751 $4.99 Million
Q4 2023

Feb 13, 2024
SELL
$41.5 - $48.47 $88,851 - $103,774
-2,141 Reduced 1.97%
106,294 $5.13 Million
Q3 2023

Nov 09, 2023
SELL
$43.03 - $46.09 $2,667 - $2,857
-62 Reduced 0.06%
108,435 $4.7 Million
Q2 2023

Aug 11, 2023
BUY
$40.55 - $44.56 $2,676 - $2,940
66 Added 0.06%
108,497 $4.83 Million
Q1 2023

May 10, 2023
SELL
$38.59 - $42.55 $31,296 - $34,508
-811 Reduced 0.74%
108,431 $4.49 Million
Q4 2022

Feb 06, 2023
BUY
$37.79 - $41.5 $19,650 - $21,580
520 Added 0.48%
109,242 $4.26 Million
Q3 2022

Nov 14, 2022
BUY
N/A
338 Added 0.31%
108,722 $3.94 Million
Q2 2022

Jul 28, 2022
BUY
N/A
2,110 Added 1.99%
108,384 $4.11 Million
Q1 2022

May 16, 2022
SELL
N/A
-2,498 Reduced 2.3%
106,274 $4.73 Million
Q4 2021

Jan 31, 2022
BUY
N/A
2,527 Added 2.38%
108,772 $5.06 Million
Q3 2021

Oct 29, 2021
SELL
N/A
-20,092 Reduced 15.9%
106,245 $4.48 Million
Q2 2021

Aug 10, 2021
BUY
N/A
1,349 Added 1.08%
126,337 $5.47 Million
Q1 2021

Jun 25, 2021
BUY
N/A
3,415 Added 2.81%
124,988 $5.08 Million
Q4 2020

Jun 25, 2021
BUY
N/A
121,573 New
121,573 $4.58 Million

Others Institutions Holding LRGF

# of Institutions
183
Shares Held
29.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

LRGF Quotes by TradingView
  • Ticker LRGF
  • Sector ETFs
  • Industry ETFs
More about LRGF
Track This Portfolio

Track Wescott Financial Advisory Group, LLC Portfolio

Follow Wescott Financial Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email