Ever Source Wealth Advisors, LLC Ishares Tr Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

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 2,800 shares of ITA stock, worth $576,632. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,800

Previous 2,316 20.9%

Holding current value

$576,632

Previous $436,000 34.17%

% of portfolio

0.03%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$184.73 - $209.26 $89,409 - $101,281	484 Added 20.9%	2,800 $585,000
Q2 2025 Aug 13, 2025	BUY	$135.31 - $188.64 $947 - $1,320	7 Added 0.3%	2,316 $436,000
Q1 2025 May 13, 2025	SELL	$144.84 - $159.5 $2,751 - $3,030	-19 Reduced 0.82%	2,309 $353,000
Q4 2024 Feb 07, 2025	BUY	$144.31 - $157.31 $4,040 - $4,404	28 Added 1.22%	2,328 $338,000
Q3 2024 Nov 08, 2024	SELL	$131.58 - $149.64 $47,237 - $53,720	-359 Reduced 13.5%	2,300 $344,000

Q2 2024 Aug 13, 2024	BUY	$127.05 - $137.39 $23,250 - $25,142	183 Added 7.39%	2,659 $351,000
Q1 2024 Jun 11, 2024	BUY	$119.3 - $131.93 $205,792 - $227,579	1,725 Added 229.69%	2,476 $326,000
Q4 2023 Feb 09, 2024	SELL	$103.16 - $126.68 $5,054 - $6,207	-49 Reduced 6.13%	751 $95,000
Q2 2023 Aug 04, 2023	SELL	$108.66 - $117.41 $12,278 - $13,267	-113 Reduced 12.38%	800 $93,000
Q1 2023 May 11, 2023	BUY	$108.43 - $117.74 $93,575 - $101,609	863 Added 1726.0%	913 $105,000
Q4 2022 Feb 09, 2023	BUY	$93.07 - $114.11 $4,653 - $5,705	50 New	50 $5,000

Others Institutions Holding ITA

# of Institutions

983

Shares Held

32.6M

Call Options Held

654K

Put Options Held

538K

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

Track This Portfolio

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.

Account

Ever Source Wealth Advisors, LLC Ishares Tr Transaction History