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 17,580 shares of IGIB stock, worth $905,194. This represents 0.11% of its overall portfolio holdings.

Number of Shares
17,580
Previous 17,554 0.15%
Holding current value
$905,194
Previous $899,000 5.01%
% of portfolio
0.11%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TRUST ISHARES 5-10 YEA


  • Ticker IGIB
  • Sector ETFs
  • Industry ETFs
More about IGIB
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