Ever Source Wealth Advisors, LLC Ishares Russell 2000 Gwt 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 Gwt ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,423 shares of IWO stock, worth $1.31 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,423

Previous 5,011 11.73%

Holding current value

$1.31 Million

Previous $1.32 Million 4.49%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$256.4 - $289.78 $150,763 - $170,390	-588 Reduced 11.73%	4,423 $1.26 Million
Q2 2024 Aug 13, 2024	BUY	$245.29 - $268.7 $467,768 - $512,410	1,907 Added 61.44%	5,011 $1.32 Million
Q1 2024 Jun 11, 2024	BUY	$239.5 - $270.8 $653,116 - $738,471	2,727 Added 723.34%	3,104 $840,000
Q4 2023 Feb 09, 2024	BUY	$204.07 - $257.57 $43,670 - $55,119	214 Added 131.29%	377 $95,000
Q3 2023 Nov 03, 2023	BUY	$221.24 - $254.04 $442 - $508	2 Added 1.24%	163 $36,000
Q2 2023 Aug 04, 2023	BUY	$219.8 - $242.66 $1,099 - $1,213	5 Added 3.21%	161 $39,000
Q4 2022 Feb 09, 2023	BUY	$205.84 - $231.03 $32,111 - $36,040	156 New	156 $33,000

Others Institutions Holding IWO

# of Institutions

1,094

Shares Held

33.4M

Call Options Held

179K

Put Options Held

176K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History