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

Wescott Financial Advisory Group, LLC

  • $862 Million
  • Q4 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 341,734 shares of IWP stock, worth $43.6 Million. This represents 5.02% of its overall portfolio holdings.

Number of Shares
341,734
Previous 58,669 482.48%
Holding current value
$43.6 Million
Previous $6.88 Million 529.47%
% of portfolio
5.02%
Previous 0.84%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$116.4 - $138.52 $32.9 Million - $39.2 Million
283,065 Added 482.48%
341,734 $43.3 Million
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
1,217
Shares Held
116M
Call Options Held
84.8K
Put Options Held
13.5K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Wescott Financial Advisory Group, LLC Portfolio

Follow Wescott Financial Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email