News + Filings Holdings
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Wescott Financial Advisory Group, LLC
> SUSB
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | SUSB | 167,440 | 846 | 4,003,490,000 | -4,762,000 | $23,910.00 |
| 03/31/2023 | iSHARES TRUST | SUSB | 166,594 | 13,851 | 4,008,252,000 | 4,004,572,000 | $24,060.00 |
| 06/30/2022 | iSHARES TRUST | SUSB | 152,743 | 29,489 | 3,680,000 | 644,000 | $24.09 |
| 03/31/2022 | iSHARES TRUST | SUSB | 123,254 | 6,912 | 3,036,000 | 52,000 | $24.63 |
| 12/31/2021 | iSHARES TRUST | SUSB | 116,342 | 38,595 | 2,984,000 | 964,000 | $25.65 |
| 09/30/2021 | iSHARES TRUST | SUSB | 77,747 | 547 | 2,020,000 | 6,000 | $25.98 |
| 06/30/2021 | iSHARES TRUST | SUSB | 77,200 | 19,964 | 2,014,000 | 527,000 | $26.09 |
| 03/31/2021 | iSHARES TRUST | SUSB | 57,236 | 57,236 | 1,487,000 | 1,487,000 | $25.98 |
| 12/31/2020 | iSHARES TRUST | SUSB | 52,009 | 52,009 | 1,362,000 | 1,362,000 | $26.19 |
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