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

244

Shares Held

25.3M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

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