Ever Source Wealth Advisors, LLC Ishares Tr Russell 1000 ETF 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 Russell 1000 ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 16,148 shares of IWB stock, worth $5.94 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

16,148

Previous 11,083 45.7%

Holding current value

$5.94 Million

Previous $3.76 Million 56.82%

% of portfolio

0.27%

Previous 0.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$339.37 - $366.46 $1.72 Million - $1.86 Million	5,065 Added 45.7%	16,148 $5.9 Million
Q2 2025 Aug 13, 2025	BUY	$272.36 - $339.57 $2.84 Million - $3.54 Million	10,416 Added 1561.62%	11,083 $3.76 Million
Q1 2025 May 13, 2025	SELL	$302.31 - $337.54 $117,900 - $131,640	-390 Reduced 36.9%	667 $204,000
Q4 2024 Feb 07, 2025	BUY	$311.11 - $335.64 $165,821 - $178,896	533 Added 101.72%	1,057 $340,000
Q2 2024 Aug 13, 2024	SELL	$272.21 - $298.72 $12,249 - $13,442	-45 Reduced 7.91%	524 $155,000

Q1 2024 Jun 11, 2024	SELL	$257.46 - $288.1 $34,499 - $38,605	-134 Reduced 19.06%	569 $163,000
Q4 2023 Feb 09, 2024	SELL	$225.16 - $263.17 $10,357 - $12,105	-46 Reduced 6.14%	703 $184,000
Q3 2023 Nov 03, 2023	BUY	$234.05 - $252.17 $67,406 - $72,624	288 Added 62.47%	749 $175,000
Q2 2023 Aug 04, 2023	SELL	$221.85 - $243.74 $6,655 - $7,312	-30 Reduced 6.11%	461 $112,000
Q1 2023 May 11, 2023	BUY	$208.78 - $230.55 $30,899 - $34,121	148 Added 43.15%	491 $110,000
Q4 2022 Feb 09, 2023	BUY	$196.94 - $224.49 $38,600 - $44,000	196 Added 133.33%	343 $72,000
Q3 2022 Nov 07, 2022	BUY	$197.33 - $237.63 $23,087 - $27,802	117 Added 390.0%	147 $29,000
Q2 2022 Aug 01, 2022	BUY	$201.03 - $253.2 $2,814 - $3,544	14 Added 87.5%	30 $6,000
Q1 2022 May 25, 2022	BUY	$230.48 - $266.11 $3,687 - $4,257	16 New	16 $4,000

Others Institutions Holding IWB

# of Institutions

1,623

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Ever Source Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History