Ever Source Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 967 shares of IUSV stock, worth $97,976. This represents 0.0% of its overall portfolio holdings.

Number of Shares
967
Previous 967 -0.0%
Holding current value
$97,976
Previous $91,000 5.49%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$81.46 - $94.63 $14,662 - $17,033
-180 Reduced 15.69%
967 $91,000
Q1 2025

May 13, 2025
BUY
$90.0 - $96.32 $16,200 - $17,337
180 Added 18.61%
1,147 $105,000
Q1 2024

Jun 11, 2024
SELL
$82.87 - $90.44 $7,043 - $7,687
-85 Reduced 8.08%
967 $87,000
Q3 2023

Nov 03, 2023
BUY
$74.38 - $81.04 $6,322 - $6,888
85 Added 8.79%
1,052 $78,000
Q2 2023

Aug 04, 2023
SELL
$72.65 - $78.26 $84,564 - $91,094
-1,164 Reduced 54.62%
967 $75,000
Q1 2023

May 11, 2023
SELL
$70.21 - $77.86 $5,616 - $6,228
-80 Reduced 3.62%
2,131 $157,000
Q4 2022

Feb 09, 2023
BUY
$63.23 - $73.93 $91,304 - $106,754
1,444 Added 188.27%
2,211 $156,000
Q3 2022

Nov 07, 2022
SELL
$62.61 - $73.64 $16,591 - $19,514
-265 Reduced 25.68%
767 $48,000
Q1 2022

May 25, 2022
SELL
$71.81 - $77.49 $9,119 - $9,841
-127 Reduced 10.96%
1,032 $78,000
Q4 2021

Feb 07, 2022
BUY
$71.13 - $76.45 $82,439 - $88,605
1,159 New
1,159 $88,000

Others Institutions Holding IUSV

# of Institutions
834
Shares Held
192M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CORE S&P U.S. VALUE ET

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