Wescott Financial Advisory Group, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Trust Ishares 5 10 Yea stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 17,617 shares of IGIB stock, worth $913,265. This represents 0.11% of its overall portfolio holdings.

Number of Shares

17,617

Previous 17,580 0.21%

Holding current value

$913,265

Previous $944,000 3.92%

% of portfolio

0.11%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$51.33 - $53.74 $1,899 - $1,988	37 Added 0.21%	17,617 $907,000
Q3 2024 Nov 12, 2024	BUY	$50.85 - $53.88 $1,322 - $1,400	26 Added 0.15%	17,580 $944,000
Q2 2024 Aug 14, 2024	BUY	$50.02 - $51.62 $1,350 - $1,393	27 Added 0.15%	17,554 $899,000
Q1 2024 May 13, 2024	SELL	$50.83 - $52.07 $5,591 - $5,727	-110 Reduced 0.62%	17,527 $904,000
Q4 2023 Feb 13, 2024	BUY	$47.27 - $52.23 $1,323 - $1,462	28 Added 0.16%	17,637 $917,000
Q3 2023 Nov 09, 2023	SELL	$48.57 - $50.82 $18,262 - $19,108	-376 Reduced 2.09%	17,609 $856,000
Q2 2023 Aug 11, 2023	BUY	$50.09 - $51.62 $1,051 - $1,084	21 Added 0.12%	17,985 $909,000
Q1 2023 May 10, 2023	SELL	$49.38 - $52.0 $68,539 - $72,176	-1,388 Reduced 7.17%	17,964 $921,000
Q4 2022 Feb 06, 2023	SELL	$47.0 - $50.83 $32,195 - $34,818	-685 Reduced 3.42%	19,352 $958,000
Q3 2022 Nov 14, 2022	BUY	$47.86 - $52.82 $423,991 - $467,932	8,859 Added 79.25%	20,037 $967,000
Q2 2022 Jul 28, 2022	SELL	$49.95 - $54.8 $81,218 - $89,104	-1,626 Reduced 12.7%	11,178 $571,000
Q1 2022 May 16, 2022	BUY	$54.28 - $58.95 $695,001 - $754,795	12,804 New	12,804 $703,000

Others Institutions Holding IGIB

# of Institutions

693

Shares Held

228M

Call Options Held

24.1K

Put Options Held

5.8K

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About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
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Wescott Financial Advisory Group, LLC Ishares Trust Ishares 5 10 Yea Transaction History