Wescott Financial Advisory Group, LLC Ishares Short Term National Mu Transaction History

Wescott Financial Advisory Group, LLC

$857 Million
Q1 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 15,278 shares of SUB stock, worth $1.62 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

15,278

Previous 17,255 11.46%

Holding current value

$1.62 Million

Previous $1.82 Million 11.37%

% of portfolio

0.19%

Previous 0.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$105.3 - $106.24 $208,178 - $210,036	-1,977 Reduced 11.46%	15,278 $1.61 Million
Q4 2024 Feb 12, 2025	SELL	$104.94 - $106.2 $24,555 - $24,850	-234 Reduced 1.34%	17,255 $1.82 Million
Q3 2024 Nov 12, 2024	BUY	$104.3 - $106.3 $8,865 - $9,035	85 Added 0.49%	17,489 $1.86 Million
Q2 2024 Aug 14, 2024	SELL	$104.04 - $104.8 $43,176 - $43,492	-415 Reduced 2.33%	17,404 $1.82 Million
Q1 2024 May 13, 2024	BUY	$104.73 - $105.42 $5,760 - $5,798	55 Added 0.31%	17,819 $1.87 Million
Q4 2023 Feb 13, 2024	SELL	$102.62 - $105.46 $573,440 - $589,310	-5,588 Reduced 23.93%	17,764 $1.87 Million
Q3 2023 Nov 09, 2023	SELL	$102.82 - $104.26 $1.66 Million - $1.68 Million	-16,125 Reduced 40.85%	23,352 $2.4 Million
Q2 2023 Aug 11, 2023	SELL	$103.24 - $105.0 $1.87 Million - $1.9 Million	-18,066 Reduced 31.4%	39,477 $4.11 Million
Q1 2023 May 10, 2023	SELL	$103.3 - $105.14 $511,335 - $520,443	-4,950 Reduced 7.92%	57,543 $6.02 Million
Q4 2022 Feb 06, 2023	BUY	$102.5 - $104.49 $3.77 Million - $3.84 Million	36,780 Added 143.04%	62,493 $6.52 Million
Q3 2022 Nov 14, 2022	BUY	$102.59 - $105.4 $245,703 - $252,433	2,395 Added 10.27%	25,713 $2.64 Million
Q2 2022 Jul 28, 2022	BUY	$103.31 - $104.87 $1.52 Million - $1.54 Million	14,670 Added 169.63%	23,318 $2.44 Million
Q1 2022 May 16, 2022	BUY	$104.46 - $107.34 $903,370 - $928,276	8,648 New	8,648 $905,000

Others Institutions Holding SUB

# of Institutions

929

Shares Held

83.4M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

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Wescott Financial Advisory Group, LLC Ishares Short Term National Mu Transaction History