Ever Source Wealth Advisors, LLC Ishares Russell 2000 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 Russell 2000 ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,808 shares of IWM stock, worth $1.3 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,808
Previous 5,772 0.62%
Holding current value
$1.3 Million
Previous $1.17 Million 9.48%
% of portfolio
0.09%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$200.87 - $224.6 $7,231 - $8,085
36 Added 0.62%
5,808 $1.28 Million
Q2 2024

Aug 13, 2024
BUY
$192.84 - $209.44 $57,852 - $62,832
300 Added 5.48%
5,772 $1.17 Million
Q1 2024

Jun 11, 2024
BUY
$189.48 - $210.3 $246,324 - $273,390
1,300 Added 31.16%
5,472 $1.15 Million
Q4 2023

Feb 09, 2024
BUY
$162.21 - $204.82 $195,300 - $246,603
1,204 Added 40.57%
4,172 $837,000
Q3 2023

Nov 03, 2023
BUY
$174.36 - $198.71 $159,539 - $181,819
915 Added 44.57%
2,968 $524,000
Q2 2023

Aug 04, 2023
SELL
$170.4 - $187.93 $25,048 - $27,625
-147 Reduced 6.68%
2,053 $384,000
Q1 2023

May 11, 2023
SELL
$170.25 - $198.32 $3,064 - $3,569
-18 Reduced 0.81%
2,200 $392,000
Q4 2022

Feb 09, 2023
BUY
$166.81 - $188.05 $32,527 - $36,669
195 Added 9.64%
2,218 $386,000
Q3 2022

Nov 07, 2022
SELL
$164.17 - $201.07 $52,534 - $64,342
-320 Reduced 13.66%
2,023 $334,000
Q2 2022

Aug 01, 2022
SELL
$163.9 - $207.91 $52,120 - $66,115
-318 Reduced 11.95%
2,343 $397,000
Q1 2022

May 25, 2022
BUY
$191.52 - $225.32 $132,723 - $156,146
693 Added 35.21%
2,661 $546,000
Q4 2021

Feb 07, 2022
BUY
$212.12 - $242.56 $417,452 - $477,358
1,968 New
1,968 $438,000

Others Institutions Holding IWM

# of Institutions
2,663
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
View Full List

About ISHARES RUSSELL 2000 ETF

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