Wescott Financial Advisory Group, LLC Ishares Tr Msci Usa Esg Select Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 11,870 shares of SUSA stock, worth $1.42 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

11,870

Previous 11,009 7.82%

Holding current value

$1.42 Million

Previous $1.33 Million 8.91%

% of portfolio

0.17%

Previous 0.16%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$118.0 - $127.04 $101,598 - $109,381	861 Added 7.82%	11,870 $1.44 Million
Q3 2024 Nov 12, 2024	SELL	$108.44 - $120.37 $16,157 - $17,935	-149 Reduced 1.34%	11,009 $1.33 Million
Q2 2024 Aug 14, 2024	BUY	$102.41 - $112.98 $304,874 - $336,341	2,977 Added 36.39%	11,158 $1.25 Million
Q1 2024 May 13, 2024	BUY	$98.48 - $109.17 $19,400 - $21,506	197 Added 2.47%	8,181 $893,000
Q4 2023 Feb 13, 2024	BUY	$85.36 - $100.86 $31,241 - $36,914	366 Added 4.8%	7,984 $802,000
Q3 2023 Nov 09, 2023	BUY	$89.49 - $97.11 $84,031 - $91,186	939 Added 14.06%	7,618 $685,000
Q2 2023 Aug 11, 2023	BUY	$85.65 - $93.64 $31,347 - $34,272	366 Added 5.8%	6,679 $625,000
Q1 2023 May 10, 2023	SELL	$81.64 - $90.01 $307,211 - $338,707	-3,763 Reduced 37.35%	6,313 $554,000
Q4 2022 Feb 06, 2023	BUY	$75.77 - $88.09 $201,623 - $234,407	2,661 Added 35.89%	10,076 $829,000
Q3 2022 Nov 14, 2022	BUY	$75.91 - $92.66 $18,825 - $22,979	248 Added 3.46%	7,415 $563,000
Q2 2022 Jul 28, 2022	BUY	$78.1 - $97.98 $112,073 - $140,601	1,435 Added 25.03%	7,167 $578,000
Q1 2022 May 16, 2022	SELL	$89.45 - $106.35 $18,068 - $21,482	-202 Reduced 3.4%	5,732 $555,000
Q4 2021 Jan 31, 2022	BUY	$95.76 - $106.67 $85,322 - $95,042	891 Added 17.67%	5,934 $630,000
Q3 2021 Oct 29, 2021	BUY	$94.69 - $101.93 $53,310 - $57,386	563 Added 12.57%	5,043 $484,000
Q2 2021 Aug 10, 2021	BUY	$88.83 - $95.54 $53,120 - $57,132	598 Added 15.4%	4,480 $439,000
Q1 2021 Jun 25, 2021	BUY	$81.34 - $87.82 $44,248 - $47,774	544 Added 16.3%	3,882 $341,000
Q4 2020 Jun 25, 2021	BUY	$72.19 - $82.34 $240,970 - $274,850	3,338 New	3,338 $275,000

Others Institutions Holding SUSA

# of Institutions

524

Shares Held

19.2M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

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Wescott Financial Advisory Group, LLC Ishares Tr Msci Usa Esg Select Transaction History