Ever Source Wealth Advisors, LLC Ishares Tr 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 stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,321 shares of LRGF stock, worth $159,661. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,321

Previous 2,359 1.61%

Holding current value

$159,661

Previous $151,000 5.96%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$64.13 - $69.24 $2,436 - $2,631	-38 Reduced 1.61%	2,321 $160,000
Q2 2025 Aug 13, 2025	BUY	$51.37 - $64.13 $359 - $448	7 Added 0.3%	2,359 $151,000
Q1 2025 May 13, 2025	BUY	$56.95 - $63.95 $341 - $383	6 Added 0.26%	2,352 $136,000
Q4 2024 Feb 07, 2025	BUY	$58.25 - $63.26 $349 - $379	6 Added 0.26%	2,346 $141,000
Q3 2024 Nov 08, 2024	BUY	$52.89 - $58.77 $370 - $411	7 Added 0.3%	2,340 $137,000

Q2 2024 Aug 13, 2024	SELL	$50.75 - $56.08 $15,884 - $17,553	-313 Reduced 11.83%	2,333 $129,000
Q1 2024 Jun 11, 2024	SELL	$47.39 - $53.82 $26,870 - $30,515	-567 Reduced 17.65%	2,646 $142,000
Q4 2023 Feb 09, 2024	BUY	$41.5 - $48.47 $133,339 - $155,734	3,213 New	3,213 $155,000

Others Institutions Holding LRGF

# of Institutions

238

Shares Held

39.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker LRGF
Sector ETFs
Industry ETFs

More about LRGF

Track This Portfolio

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.

Account

Ever Source Wealth Advisors, LLC Ishares Tr Transaction History