Wescott Financial Advisory Group, LLC Ishares Russell 1000 Gr ETF Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 6,131 shares of IWF stock, worth $2.55 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,131
Previous 6,287
2.48%
Holding current value
$2.55 Million
Previous $2.29 Million
0.44%
% of portfolio
0.28%
Previous 0.3%
Shares
13 transactions
Others Institutions Holding IWF
# of Institutions
2,267Shares Held
200MCall Options Held
346KPut Options Held
136K-
Bank Of America Corp Charlotte, NC30.1MShares$12.5 Billion0.95% of portfolio
-
Morgan Stanley New York, NY26MShares$10.8 Billion0.72% of portfolio
-
Goldman Sachs Group Inc New York, NY9.74MShares$4.05 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY6.77MShares$2.81 Billion0.21% of portfolio
-
Ubs Group Ag6.27MShares$2.61 Billion0.52% of portfolio