Wescott Financial Advisory Group, LLC Ishares S&P 500 Value ETF Transaction History
Wescott Financial Advisory Group, LLC
- $995 Million
- Q3 2025
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 37,649 shares of IVE stock, worth $7.89 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
37,649
Previous 35,845
5.03%
Holding current value
$7.89 Million
Previous $7 Million
10.99%
% of portfolio
0.78%
Previous 0.75%
Shares
20 transactions
Others Institutions Holding IVE
# of Institutions
1,766Shares Held
168MCall Options Held
67.9KPut Options Held
38.7K-
Envestnet Asset Management Inc22.1MShares$4.64 Billion1.41% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$3.76 Billion0.24% of portfolio
-
Morgan Stanley New York, NY14.2MShares$2.98 Billion0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.55MShares$1.79 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC8.4MShares$1.76 Billion0.12% of portfolio