Ishares Tr core strm usbd shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in Ishares Tr core strm usbd
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Quarterly reported holdings in Ishares Tr core strm usbd by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.4M | 152k | 48.68 |
| 2024-06-30 | $6.7M | 141k | 47.37 |
| 2024-03-31 | $6.0M | 127k | 47.44 |
| 2023-09-30 | $4.2M | 91k | 46.38 |
| 2023-06-30 | $3.2M | 68k | 46.64 |
| 2023-03-31 | $2.5M | 54k | 47.15 |
| 2022-12-31 | $3.5M | 75k | 46.44 |
| 2022-09-30 | $1.9M | 42k | 46.09 |
| 2022-06-30 | $1.8M | 38k | 47.42 |
| 2022-03-31 | $2.7M | 55k | 48.46 |
| 2021-12-31 | $1.2M | 25k | 50.44 |
| 2021-09-30 | $1.2M | 24k | 51.06 |
| 2021-06-30 | $1.2M | 24k | 51.36 |
| 2021-03-31 | $1.1M | 21k | 51.30 |
| 2020-12-31 | $970k | 19k | 51.64 |
More positions owned by Wescott Financial Advisory Group
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