Wescott Financial Advisory Group, LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 78,535 shares of IVW stock, worth $8.27 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
78,535
Previous 72,171
8.82%
Holding current value
$8.27 Million
Previous $6.91 Million
15.38%
% of portfolio
0.92%
Previous 0.84%
Shares
17 transactions
Others Institutions Holding IVW
# of Institutions
1,946Shares Held
423MCall Options Held
352KPut Options Held
116K-
Envestnet Asset Management Inc46.5MShares$4.89 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.72 Billion0.37% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.51 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.96 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.89 Billion0.77% of portfolio