Wescott Financial Advisory Group, LLC Ishares Russell 1000 Val ETF Transaction History
Wescott Financial Advisory Group, LLC
- $995 Million
- Q3 2025
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 3,063 shares of IWD stock, worth $627,271. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,063
Previous 3,059
0.13%
Holding current value
$627,271
Previous $594,000
4.88%
% of portfolio
0.06%
Previous 0.06%
Shares
13 transactions
Others Institutions Holding IWD
# of Institutions
2,008Shares Held
266MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio