Ever Source Wealth Advisors, LLC Ishares Tr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 25,405 shares of HYG stock, worth $2.04 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
25,405
Previous 190 13271.05%
Holding current value
$2.04 Million
Previous $15,000 13220.0%
% of portfolio
0.12%
Previous 0.0%

Shares

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

Feb 07, 2025
BUY
$78.09 - $80.04 $1.97 Million - $2.02 Million
25,215 Added 13271.05%
25,405 $2 Million
Q2 2024

Aug 13, 2024
BUY
$75.68 - $77.45 $1,892 - $1,936
25 Added 15.15%
190 $14,000
Q1 2024

Jun 11, 2024
SELL
$76.57 - $77.9 $9,647 - $9,815
-126 Reduced 43.3%
165 $12,000
Q4 2023

Feb 09, 2024
SELL
$71.78 - $77.94 $1,507 - $1,636
-21 Reduced 6.73%
291 $22,000
Q3 2023

Nov 03, 2023
SELL
$73.48 - $75.65 $17,635 - $18,156
-240 Reduced 43.48%
312 $23,000
Q2 2023

Aug 04, 2023
BUY
$73.57 - $75.42 $15,376 - $15,762
209 Added 60.93%
552 $41,000
Q1 2023

May 11, 2023
BUY
$73.04 - $77.2 $16,068 - $16,984
220 Added 178.86%
343 $25,000
Q4 2022

Feb 09, 2023
BUY
$71.24 - $76.11 $926 - $989
13 Added 11.82%
123 $9,000
Q3 2022

Nov 07, 2022
BUY
$71.13 - $78.94 $4,054 - $4,499
57 Added 107.55%
110 $8,000
Q4 2021

Feb 07, 2022
BUY
$85.37 - $87.5 $4,524 - $4,637
53 New
53 $5,000

Others Institutions Holding HYG

# of Institutions
1,161
Shares Held
220M
Call Options Held
95.9M
Put Options Held
310M
View Full List

About ISHARES TR

HYG Quotes by TradingView
  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
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