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

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

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 524 shares of IWB stock, worth $173,192. This represents 0.01% of its overall portfolio holdings.

Number of Shares
524
Previous 524 -0.0%
Holding current value
$173,192
Previous $155,000 5.81%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,373
Shares Held
93.3M
Call Options Held
221K
Put Options Held
52.5K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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.

Choose your preferred platform and Sign Up 👇 Telegram Email