Wescott Financial Advisory Group, LLC Ishares Tr Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 85,617 shares of LRGF stock, worth $4.93 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

85,617

Previous 87,401 2.04%

Holding current value

$4.93 Million

Previous $5.14 Million 0.58%

% of portfolio

0.6%

Previous 0.62%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$58.25 - $63.26 $103,918 - $112,855	-1,784 Reduced 2.04%	85,617 $5.17 Million
Q3 2024 Nov 12, 2024	SELL	$52.89 - $58.77 $70,185 - $77,987	-1,327 Reduced 1.5%	87,401 $5.14 Million
Q2 2024 Aug 14, 2024	SELL	$50.75 - $56.08 $204,167 - $225,609	-4,023 Reduced 4.34%	88,728 $4.94 Million
Q1 2024 May 13, 2024	SELL	$47.39 - $53.82 $641,802 - $728,884	-13,543 Reduced 12.74%	92,751 $4.99 Million
Q4 2023 Feb 13, 2024	SELL	$41.5 - $48.47 $88,851 - $103,774	-2,141 Reduced 1.97%	106,294 $5.13 Million
Q3 2023 Nov 09, 2023	SELL	$43.03 - $46.09 $2,667 - $2,857	-62 Reduced 0.06%	108,435 $4.7 Million
Q2 2023 Aug 11, 2023	BUY	$40.55 - $44.56 $2,676 - $2,940	66 Added 0.06%	108,497 $4.83 Million
Q1 2023 May 10, 2023	SELL	$38.59 - $42.55 $31,296 - $34,508	-811 Reduced 0.74%	108,431 $4.49 Million
Q4 2022 Feb 06, 2023	BUY	$36.32 - $41.5 $18,886 - $21,580	520 Added 0.48%	109,242 $4.26 Million
Q3 2022 Nov 14, 2022	BUY	$36.22 - $43.47 $12,242 - $14,692	338 Added 0.31%	108,722 $3.94 Million
Q2 2022 Jul 28, 2022	BUY	$36.62 - $44.84 $77,268 - $94,612	2,110 Added 1.99%	108,384 $4.11 Million
Q1 2022 May 16, 2022	SELL	$41.63 - $46.8 $103,991 - $116,906	-2,498 Reduced 2.3%	106,274 $4.73 Million
Q4 2021 Jan 31, 2022	BUY	$42.09 - $46.8 $106,361 - $118,263	2,527 Added 2.38%	108,772 $5.06 Million
Q3 2021 Oct 29, 2021	SELL	$42.14 - $45.1 $846,676 - $906,149	-20,092 Reduced 15.9%	106,245 $4.48 Million
Q2 2021 Aug 10, 2021	BUY	$41.07 - $43.14 $55,403 - $58,195	1,349 Added 1.08%	126,337 $5.47 Million
Q1 2021 Jun 25, 2021	BUY	$37.2 - $40.64 $127,038 - $138,785	3,415 Added 2.81%	124,988 $5.08 Million
Q4 2020 Jun 25, 2021	BUY	$32.84 - $37.67 $3.99 Million - $4.58 Million	121,573 New	121,573 $4.58 Million

Others Institutions Holding LRGF

# of Institutions

216

Shares Held

34.4M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker LRGF
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Wescott Financial Advisory Group, LLC Ishares Tr Transaction History