Ever Source Wealth Advisors, LLC Ishares Esg Advanced Msci Eafe Transaction History

Ever Source Wealth Advisors, LLC

$1.25 Billion
Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 797 shares of DMXF stock, worth $54,443. This represents 0.0% of its overall portfolio holdings.

Number of Shares

797

Previous 769 3.64%

Holding current value

$54,443

Previous $52,000 3.85%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 11, 2024	BUY	$62.17 - $69.12 $1,740 - $1,935	28 Added 3.64%	797 $54,000
Q4 2023 Feb 09, 2024	BUY	$54.4 - $64.25 $1,251 - $1,477	23 Added 3.08%	769 $49,000
Q3 2023 Nov 03, 2023	BUY	$56.74 - $62.52 $1,361 - $1,500	24 Added 3.32%	746 $42,000
Q1 2023 May 11, 2023	SELL	$54.76 - $60.35 $3,340 - $3,681	-61 Reduced 7.79%	722 $43,000
Q4 2022 Feb 09, 2023	SELL	$49.45 - $56.24 $101,273 - $115,179	-2,048 Reduced 72.34%	783 $42,000

Q3 2022 Nov 07, 2022	BUY	$47.01 - $56.04 $2,162 - $2,577	46 Added 1.65%	2,831 $132,000
Q2 2022 Aug 01, 2022	SELL	$50.93 - $62.33 $4,889 - $5,983	-96 Reduced 3.33%	2,785 $146,000
Q1 2022 May 25, 2022	BUY	$56.09 - $69.19 $6,730 - $8,302	120 Added 4.35%	2,881 $175,000
Q4 2021 Feb 07, 2022	BUY	$66.58 - $71.27 $183,827 - $196,776	2,761 New	2,761 $190,000

Others Institutions Holding DMXF

# of Institutions

186

Shares Held

6.66M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG ADVANCED MSCI EAFE

Ticker DMXF
Sector Technology

More about DMXF

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Ever Source Wealth Advisors, LLC Ishares Esg Advanced Msci Eafe Transaction History