Wescott Financial Advisory Group, LLC Ishares Russell Mid Cap Growth Transaction History

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 58,669 shares of IWP stock, worth $7.97 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
58,669
Previous 57,304 2.38%
Holding current value
$7.97 Million
Previous $6.32 Million 8.82%
% of portfolio
0.84%
Previous 0.83%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$103.87 - $117.59 $141,782 - $160,510
1,365 Added 2.38%
58,669 $6.88 Million
Q2 2024

Aug 14, 2024
BUY
$105.7 - $113.43 $250,826 - $269,169
2,373 Added 4.32%
57,304 $6.32 Million
Q1 2024

May 13, 2024
SELL
$100.66 - $114.14 $412,202 - $467,403
-4,095 Reduced 6.94%
54,931 $6.27 Million
Q4 2023

Feb 13, 2024
BUY
$85.66 - $105.12 $5.06 Million - $6.2 Million
59,026 New
59,026 $6.17 Million

Others Institutions Holding IWP

# of Institutions
1,109
Shares Held
102M
Call Options Held
59.7K
Put Options Held
5.2K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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