A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,157 shares of GOVT stock, worth $48,359. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,157
Previous 1,680 28.39%
Holding current value
$48,359
Previous $37,000 35.14%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

BUY
$22.38 - $23.66 $10,675 - $11,285
477 Added 28.39%
2,157 $50,000
Q2 2024

Aug 13, 2024

BUY
$22.12 - $22.75 $16,501 - $16,971
746 Added 79.87%
1,680 $37,000
Q1 2024

Jun 11, 2024

SELL
$22.51 - $23.08 $32,166 - $32,981
-1,429 Reduced 60.47%
934 $21,000
Q4 2023

Feb 09, 2024

SELL
$21.6 - $23.13 $14,040 - $15,034
-650 Reduced 21.57%
2,363 $54,000
Q3 2023

Nov 03, 2023

SELL
$21.99 - $23.01 $191,598 - $200,486
-8,713 Reduced 74.3%
3,013 $66,000
Q2 2023

Aug 04, 2023

SELL
$22.87 - $23.59 $156,247 - $161,166
-6,832 Reduced 36.81%
11,726 $268,000
Q1 2023

May 11, 2023

BUY
$22.54 - $23.5 $54,073 - $56,376
2,399 Added 14.85%
18,558 $433,000
Q4 2022

Feb 09, 2023

SELL
$22.18 - $23.3 $320,079 - $336,242
-14,431 Reduced 47.18%
16,159 $367,000
Q3 2022

Nov 07, 2022

BUY
$22.58 - $24.36 $206,787 - $223,088
9,158 Added 42.73%
30,590 $697,000
Q2 2022

Aug 01, 2022

SELL
$23.28 - $24.82 $29,216 - $31,149
-1,255 Reduced 5.53%
21,432 $512,000
Q1 2022

May 25, 2022

BUY
$24.71 - $26.22 $198,717 - $210,861
8,042 Added 54.91%
22,687 $565,000
Q4 2021

Feb 07, 2022

BUY
$26.24 - $26.74 $384,284 - $391,607
14,645 New
14,645 $391,000

Others Institutions Holding GOVT

About ISHARES U.S. TREASURY BOND ETF


  • Ticker GOVT
  • Sector ETFs
  • Industry ETFs
More about GOVT
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.