Wescott Financial Advisory Group, LLC Ishares Trust Ishares 1 5 Year Transaction History

Wescott Financial Advisory Group, LLC

$822 Million
Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 47,795 shares of IGSB stock, worth $2.48 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

47,795

Previous 48,672 1.8%

Holding current value

$2.48 Million

Previous $2.49 Million 0.92%

% of portfolio

0.31%

Previous 0.33%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$51.02 - $52.74 $44,744 - $46,252	-877 Reduced 1.8%	47,795 $2.52 Million
Q2 2024 Aug 14, 2024	SELL	$50.64 - $51.3 $25,218 - $25,547	-498 Reduced 1.01%	48,672 $2.49 Million
Q1 2024 May 13, 2024	SELL	$50.95 - $51.48 $2,598 - $2,625	-51 Reduced 0.1%	49,170 $2.52 Million
Q4 2023 Feb 13, 2024	BUY	$49.4 - $51.28 $377,514 - $391,881	7,642 Added 18.38%	49,221 $2.52 Million
Q3 2023 Nov 09, 2023	BUY	$49.74 - $50.37 $244,720 - $247,820	4,920 Added 13.42%	41,579 $2.07 Million
Q2 2023 Aug 11, 2023	SELL	$50.02 - $50.76 $62,474 - $63,399	-1,249 Reduced 3.29%	36,659 $1.84 Million
Q1 2023 May 10, 2023	SELL	$49.56 - $50.75 $3,320 - $3,400	-67 Reduced 0.18%	37,908 $1.92 Million
Q4 2022 Feb 06, 2023	BUY	$48.63 - $50.19 $1.34 Million - $1.38 Million	27,453 Added 260.91%	37,975 $1.89 Million
Q3 2022 Nov 14, 2022	SELL	$49.08 - $51.27 $88,196 - $92,132	-1,797 Reduced 14.59%	10,522 $519,000
Q2 2022 Jul 28, 2022	BUY	$49.84 - $51.62 $2,591 - $2,684	52 Added 0.42%	12,319 $623,000
Q1 2022 May 16, 2022	BUY	$51.49 - $53.86 $631,627 - $660,700	12,267 New	12,267 $634,000

Others Institutions Holding IGSB

# of Institutions

1,015

Shares Held

326M

Call Options Held

Put Options Held

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Wescott Financial Advisory Group, LLC Ishares Trust Ishares 1 5 Year Transaction History