Wescott Financial Advisory Group, LLC Ishares 0 5 Year Investment Gr Transaction History

Wescott Financial Advisory Group, LLC

$822 Million
Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 25,838 shares of SLQD stock, worth $1.29 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

25,838

Previous 26,158 1.22%

Holding current value

$1.29 Million

Previous $1.29 Million 1.16%

% of portfolio

0.16%

Previous 0.17%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$49.07 - $50.44 $15,702 - $16,140	-320 Reduced 1.22%	25,838 $1.3 Million
Q2 2024 Aug 14, 2024	SELL	$48.75 - $49.28 $29,591 - $29,912	-607 Reduced 2.27%	26,158 $1.29 Million
Q1 2024 May 13, 2024	SELL	$48.97 - $49.36 $93,434 - $94,178	-1,908 Reduced 6.65%	26,765 $1.32 Million
Q4 2023 Feb 13, 2024	SELL	$47.66 - $49.2 $80,831 - $83,443	-1,696 Reduced 5.58%	28,673 $1.41 Million
Q3 2023 Nov 09, 2023	SELL	$47.89 - $48.35 $177,671 - $179,378	-3,710 Reduced 10.89%	30,369 $1.46 Million
Q2 2023 Aug 11, 2023	SELL	$48.08 - $48.64 $520,946 - $527,014	-10,835 Reduced 24.12%	34,079 $1.64 Million
Q1 2023 May 10, 2023	SELL	$47.6 - $48.55 $711,524 - $725,725	-14,948 Reduced 24.97%	44,914 $2.18 Million
Q4 2022 Feb 06, 2023	SELL	$46.96 - $48.14 $684,019 - $701,207	-14,566 Reduced 19.57%	59,862 $2.86 Million
Q3 2022 Nov 14, 2022	SELL	$47.28 - $49.07 $1.74 Million - $1.8 Million	-36,769 Reduced 33.07%	74,428 $3.53 Million
Q2 2022 Jul 28, 2022	SELL	$47.87 - $49.29 $1.08 Million - $1.11 Million	-22,610 Reduced 16.9%	111,197 $5.39 Million
Q1 2022 May 16, 2022	BUY	$49.19 - $51.02 $6.58 Million - $6.83 Million	133,807 New	133,807 $6.61 Million

Others Institutions Holding SLQD

# of Institutions

253

Shares Held

30.2M

Call Options Held

Put Options Held

View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
Sector ETFs
Industry ETFs

More about SLQD

Track This Portfolio

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.

Account

Wescott Financial Advisory Group, LLC Ishares 0 5 Year Investment Gr Transaction History