Wescott Financial Advisory Group, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Wescott Financial Advisory Group, LLC

  • $995 Million
  • Q3 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 197,582 shares of ISTB stock, worth $9.62 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
197,582
Previous 182,860 8.05%
Holding current value
$9.62 Million
Previous $8.9 Million 8.46%
% of portfolio
0.97%
Previous 0.95%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$48.31 - $48.93 $711,219 - $720,347
14,722 Added 8.05%
197,582 $9.65 Million
Q2 2025

Aug 11, 2025
BUY
$47.89 - $48.65 $110,625 - $112,381
2,310 Added 1.28%
182,860 $8.9 Million
Q1 2025

May 14, 2025
BUY
$47.59 - $48.35 $388,381 - $394,584
8,161 Added 4.73%
180,550 $8.73 Million
Q4 2024

Feb 12, 2025
BUY
$47.58 - $48.56 $979,148 - $999,316
20,579 Added 13.56%
172,389 $8.24 Million
Q3 2024

Nov 12, 2024
BUY
$47.18 - $48.74 $496,616 - $513,037
10,526 Added 7.45%
151,810 $7.39 Million
Q2 2024

Aug 14, 2024
BUY
$46.84 - $47.46 $650,654 - $659,266
13,891 Added 10.9%
141,284 $6.69 Million
Q1 2024

May 13, 2024
BUY
$47.16 - $47.73 $994,321 - $1.01 Million
21,084 Added 19.83%
127,393 $6.04 Million
Q4 2023

Feb 13, 2024
BUY
$46.0 - $47.56 $685,078 - $708,311
14,893 Added 16.29%
106,309 $5.06 Million
Q3 2023

Nov 09, 2023
BUY
$46.26 - $46.9 $1.1 Million - $1.12 Million
23,831 Added 35.26%
91,416 $4.24 Million
Q2 2023

Aug 11, 2023
BUY
$46.63 - $47.38 $640,882 - $651,190
13,744 Added 25.53%
67,585 $3.15 Million
Q1 2023

May 10, 2023
SELL
$46.16 - $47.28 $996,040 - $1.02 Million
-21,578 Reduced 28.61%
53,841 $2.54 Million
Q4 2022

Feb 06, 2023
BUY
$45.61 - $46.84 $1.52 Million - $1.56 Million
33,392 Added 79.45%
75,419 $3.5 Million
Q3 2022

Nov 14, 2022
BUY
$45.93 - $47.9 $167,322 - $174,499
3,643 Added 9.49%
42,027 $1.94 Million
Q2 2022

Jul 28, 2022
SELL
$46.78 - $48.31 $763,402 - $788,370
-16,319 Reduced 29.83%
38,384 $1.82 Million
Q1 2022

May 16, 2022
BUY
$48.28 - $50.36 $1.45 Million - $1.52 Million
30,118 Added 122.51%
54,703 $2.65 Million
Q4 2021

Jan 31, 2022
BUY
$50.4 - $51.06 $24,897 - $25,223
494 Added 2.05%
24,585 $1.24 Million
Q3 2021

Oct 29, 2021
BUY
$51.04 - $51.35 $6,380 - $6,418
125 Added 0.52%
24,091 $1.23 Million
Q2 2021

Aug 10, 2021
BUY
$51.18 - $51.42 $175,035 - $175,856
3,420 Added 16.65%
23,966 $1.23 Million
Q1 2021

Jun 25, 2021
BUY
$51.2 - $51.67 $90,163 - $90,990
1,761 Added 9.37%
20,546 $1.05 Million
Q4 2020

Jun 25, 2021
BUY
$51.33 - $51.65 $964,234 - $970,245
18,785 New
18,785 $970,000

Others Institutions Holding ISTB

# of Institutions
423
Shares Held
63.1M
Call Options Held
13.1K
Put Options Held
16K
View Full List

About IHARES CORE 1-5 YEARS USD BOND

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