Wescott Financial Advisory Group, LLC Ishares Inc Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Inc stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 653,543 shares of IEMG stock, worth $35.1 Million. This represents 4.07% of its overall portfolio holdings.

Number of Shares

653,543

Previous 648,568 0.77%

Holding current value

$35.1 Million

Previous $34.8 Million 0.77%

% of portfolio

4.07%

Previous 4.23%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	N/A	4,975 Added 0.77%	653,543 $35.1 Million
Q3 2024 Nov 12, 2024	BUY	$53.64 - $53.64 $37,011 - $37,011	690 Added 0.11%	648,568 $34.8 Million
Q2 2024 Aug 14, 2024	BUY	$50.02 - $54.95 $547,769 - $601,757	10,951 Added 1.72%	647,878 $34.7 Million
Q1 2024 May 13, 2024	BUY	$47.6 - $51.96 $27.9 Million - $30.5 Million	586,539 Added 1164.05%	636,927 $32.9 Million
Q4 2023 Feb 13, 2024	BUY	$45.74 - $50.64 $2,195 - $2,430	48 Added 0.1%	50,388 $2.55 Million
Q3 2023 Nov 09, 2023	BUY	$47.36 - $52.23 $81,743 - $90,148	1,726 Added 3.55%	50,340 $2.4 Million
Q2 2023 Aug 11, 2023	SELL	$47.35 - $50.88 $222,166 - $238,728	-4,692 Reduced 8.8%	48,614 $2.4 Million
Q1 2023 May 10, 2023	SELL	$46.2 - $52.12 $138,045 - $155,734	-2,988 Reduced 5.31%	53,306 $2.6 Million
Q4 2022 Feb 06, 2023	SELL	$44.28 - $48.68 $67,084 - $73,750	-1,515 Reduced 2.62%	56,294 $2.63 Million
Q3 2022 Nov 14, 2022	BUY	$44.37 - $50.42 $309,303 - $351,477	6,971 Added 13.71%	57,809 $2.49 Million
Q2 2022 Jul 28, 2022	BUY	$48.46 - $57.45 $74,289 - $88,070	1,533 Added 3.11%	50,838 $2.49 Million
Q1 2022 May 16, 2022	BUY	$51.27 - $62.07 $1.94 Million - $2.35 Million	37,796 Added 328.4%	49,305 $2.74 Million
Q4 2021 Jan 31, 2022	BUY	$57.97 - $64.38 $117,389 - $130,369	2,025 Added 21.35%	11,509 $689,000
Q3 2021 Oct 29, 2021	BUY	$60.55 - $66.68 $3,209 - $3,534	53 Added 0.56%	9,484 $586,000
Q2 2021 Aug 10, 2021	BUY	$63.17 - $68.14 $52,115 - $56,215	825 Added 9.59%	9,431 $599,000
Q1 2021 Jun 25, 2021	BUY	$62.41 - $69.46 $23,216 - $25,839	372 Added 4.52%	8,606 $554,000
Q4 2020 Jun 25, 2021	BUY	$52.65 - $62.1 $433,520 - $511,331	8,234 New	8,234 $511,000

Others Institutions Holding IEMG

# of Institutions

1,936

Shares Held

1.24B

Call Options Held

137K

Put Options Held

15.2K

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Wescott Financial Advisory Group, LLC Ishares Inc Transaction History