Wescott Financial Advisory Group, LLC Ishares Tr Transaction History

Wescott Financial Advisory Group, LLC

  • $862 Million
  • Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 12,534 shares of INTF stock, worth $378,652. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,534
Previous 12,310 1.82%
Holding current value
$378,652
Previous $386,000 6.99%
% of portfolio
0.04%
Previous 0.05%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$28.54 - $31.26 $6,392 - $7,002
224 Added 1.82%
12,534 $359,000
Q3 2024

Nov 12, 2024
SELL
$28.08 - $31.79 $15,107 - $17,103
-538 Reduced 4.19%
12,310 $386,000
Q2 2024

Aug 14, 2024
SELL
$28.57 - $30.77 $52,197 - $56,216
-1,827 Reduced 12.45%
12,848 $375,000
Q1 2024

May 13, 2024
SELL
$27.37 - $29.88 $869,161 - $948,869
-31,756 Reduced 68.39%
14,675 $437,000
Q4 2023

Feb 13, 2024
SELL
$24.65 - $28.04 $300,409 - $341,723
-12,187 Reduced 20.79%
46,431 $1.3 Million
Q3 2023

Nov 09, 2023
SELL
$25.69 - $27.65 $10,147 - $10,921
-395 Reduced 0.67%
58,618 $1.52 Million
Q2 2023

Aug 11, 2023
BUY
$25.98 - $27.24 $3,221 - $3,377
124 Added 0.21%
59,013 $1.58 Million
Q1 2023

May 10, 2023
BUY
$24.7 - $26.9 $163,835 - $178,427
6,633 Added 12.69%
58,889 $1.56 Million
Q4 2022

Feb 06, 2023
BUY
$20.88 - $25.33 $81,891 - $99,344
3,922 Added 8.11%
52,256 $1.29 Million
Q3 2022

Nov 14, 2022
BUY
$20.83 - $24.99 $93,276 - $111,905
4,478 Added 10.21%
48,334 $1.01 Million
Q2 2022

Jul 28, 2022
BUY
$23.22 - $27.99 $116,285 - $140,173
5,008 Added 12.89%
43,856 $1.03 Million
Q1 2022

May 16, 2022
BUY
$25.58 - $29.4 $125,086 - $143,766
4,890 Added 14.4%
38,848 $1.08 Million
Q4 2021

Jan 31, 2022
BUY
$28.11 - $30.24 $137,851 - $148,296
4,904 Added 16.88%
33,958 $979,000
Q3 2021

Oct 29, 2021
BUY
$29.02 - $30.98 $13,000 - $13,879
448 Added 1.57%
29,054 $843,000
Q2 2021

Aug 10, 2021
BUY
$29.11 - $31.55 $83,603 - $90,611
2,872 Added 11.16%
28,606 $861,000
Q1 2021

Jun 25, 2021
BUY
$27.02 - $29.01 $81,762 - $87,784
3,026 Added 13.33%
25,734 $739,000
Q4 2020

Jun 25, 2021
BUY
$23.31 - $27.33 $529,323 - $620,609
22,708 New
22,708 $617,000

Others Institutions Holding INTF

# of Institutions
155
Shares Held
44M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

INTF Quotes by TradingView
  • Ticker INTF
  • Sector ETFs
  • Industry ETFs
More about INTF
Track This Portfolio

Track Wescott Financial Advisory Group, LLC Portfolio

Follow Wescott Financial Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email