Ever Source Wealth Advisors, LLC Ishares Tr Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 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 6,679 shares of EMB stock, worth $619,276. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,679

Previous 19,769 66.21%

Holding current value

$619,276

Previous $1.76 Million 65.63%

% of portfolio

0.04%

Previous 0.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$88.64 - $92.03 $1.16 Million - $1.2 Million	-13,090 Reduced 66.21%	6,679 $605,000
Q4 2024 Feb 07, 2025	BUY	$88.94 - $93.46 $1.55 Million - $1.63 Million	17,454 Added 753.95%	19,769 $1.76 Million
Q3 2024 Nov 08, 2024	SELL	$87.75 - $93.74 $93,453 - $99,833	-1,065 Reduced 31.51%	2,315 $216,000
Q2 2024 Aug 13, 2024	BUY	$86.66 - $89.88 $171,326 - $177,692	1,977 Added 140.91%	3,380 $299,000
Q1 2024 Jun 11, 2024	SELL	$86.49 - $90.08 $17,384 - $18,106	-201 Reduced 12.53%	1,403 $125,000
Q4 2023 Feb 09, 2024	BUY	$79.71 - $89.68 $48,383 - $54,435	607 Added 60.88%	1,604 $142,000
Q3 2023 Nov 03, 2023	SELL	$82.42 - $87.68 $24,973 - $26,567	-303 Reduced 23.31%	997 $82,000
Q2 2023 Aug 04, 2023	SELL	$83.9 - $86.54 $4,614 - $4,759	-55 Reduced 4.06%	1,300 $112,000
Q1 2023 May 11, 2023	BUY	$83.99 - $89.55 $35,443 - $37,790	422 Added 45.23%	1,355 $116,000
Q4 2022 Feb 09, 2023	SELL	$77.09 - $87.8 $1,850 - $2,107	-24 Reduced 2.51%	933 $78,000
Q3 2022 Nov 07, 2022	BUY	$78.71 - $90.17 $3,699 - $4,237	47 Added 5.16%	957 $76,000
Q2 2022 Aug 01, 2022	BUY	$84.66 - $98.11 $11,598 - $13,441	137 Added 17.72%	910 $78,000
Q1 2022 May 25, 2022	BUY	$93.87 - $107.98 $2,065 - $2,375	22 Added 2.93%	773 $75,000
Q4 2021 Feb 07, 2022	BUY	$106.57 - $110.92 $80,034 - $83,300	751 New	751 $82,000

Others Institutions Holding EMB

# of Institutions

995

Shares Held

143M

Call Options Held

3.32M

Put Options Held

7.59M

View Full List

About ISHARES TR

Ticker EMB
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Ever Source Wealth Advisors, LLC Ishares Tr Transaction History