Wescott Financial Advisory Group, LLC Ishares S&P 500 Value ETF Transaction History
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 2024
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 33,197 shares of IVE stock, worth $6.51 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
33,197
Previous 31,116
6.69%
Holding current value
$6.51 Million
Previous $6.14 Million
3.28%
% of portfolio
0.74%
Previous 0.75%
Shares
17 transactions
Others Institutions Holding IVE
# of Institutions
1,617Shares Held
142MCall Options Held
83.1KPut Options Held
28K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.31 Billion0.26% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.54 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.56 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.36 Billion0.32% of portfolio