Wescott Financial Advisory Group, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 187,438 shares of SUSB stock, worth $4.67 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

187,438

Previous 181,799 3.1%

Holding current value

$4.67 Million

Previous $4.57 Million 1.2%

% of portfolio

0.54%

Previous 0.56%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$24.61 - $25.12 $138,775 - $141,651	5,639 Added 3.1%	187,438 $4.63 Million
Q3 2024 Nov 12, 2024	BUY	$24.38 - $25.2 $106,296 - $109,872	4,360 Added 2.46%	181,799 $4.57 Million
Q2 2024 Aug 14, 2024	SELL	$24.19 - $24.51 $91,220 - $92,427	-3,771 Reduced 2.08%	177,439 $4.35 Million
Q1 2024 May 13, 2024	BUY	$24.32 - $24.57 $257,281 - $259,926	10,579 Added 6.2%	181,210 $4.44 Million
Q4 2023 Feb 13, 2024	BUY	$23.56 - $24.48 $53,010 - $55,080	2,250 Added 1.34%	170,631 $4.18 Million
Q3 2023 Nov 09, 2023	BUY	$23.72 - $24.02 $22,320 - $22,602	941 Added 0.56%	168,381 $4 Million
Q2 2023 Aug 11, 2023	BUY	$23.84 - $24.2 $20,168 - $20,473	846 Added 0.51%	167,440 $4 Million
Q1 2023 May 10, 2023	BUY	$23.63 - $24.19 $278,881 - $285,490	11,802 Added 7.62%	166,594 $4.01 Million
Q4 2022 Feb 06, 2023	SELL	$23.19 - $23.94 $139,209 - $143,711	-6,003 Reduced 3.73%	154,792 $3.68 Million
Q3 2022 Nov 14, 2022	BUY	$23.37 - $24.43 $188,175 - $196,710	8,052 Added 5.27%	160,795 $3.78 Million
Q2 2022 Jul 28, 2022	BUY	$23.73 - $24.6 $699,773 - $725,429	29,489 Added 23.93%	152,743 $3.68 Million
Q1 2022 May 16, 2022	BUY	$24.54 - $25.63 $169,620 - $177,154	6,912 Added 5.94%	123,254 $3.04 Million
Q4 2021 Jan 31, 2022	BUY	$25.61 - $25.99 $988,417 - $1 Million	38,595 Added 49.64%	116,342 $2.98 Million
Q3 2021 Oct 29, 2021	BUY	$25.95 - $26.1 $14,194 - $14,276	547 Added 0.71%	77,747 $2.02 Million
Q2 2021 Aug 10, 2021	BUY	$25.93 - $26.12 $517,666 - $521,459	19,964 Added 34.88%	77,200 $2.01 Million
Q1 2021 Jun 25, 2021	BUY	$25.89 - $26.17 $135,327 - $136,790	5,227 Added 10.05%	57,236 $1.49 Million
Q4 2020 Jun 25, 2021	BUY	$26.0 - $26.18 $1.35 Million - $1.36 Million	52,009 New	52,009 $1.36 Million

Others Institutions Holding SUSB

# of Institutions

338

Shares Held

31M

Call Options Held

Put Options Held

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Wescott Financial Advisory Group, LLC Ishares Tr Ishares Esg Aware 1 Transaction History