Ever Source Wealth Advisors, LLC Ishares Tr Esg Advanced Total 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 Esg Advanced Total stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,886 shares of EUSB stock, worth $253,627. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,886
Previous 5,967 1.36%
Holding current value
$253,627
Previous $253,000 0.4%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$42.05 - $43.43 $3,406 - $3,517
-81 Reduced 1.36%
5,886 $254,000
Q4 2024

Feb 07, 2025
SELL
$42.39 - $44.29 $145,185 - $151,693
-3,425 Reduced 36.47%
5,967 $253,000
Q3 2024

Nov 08, 2024
BUY
$42.09 - $44.64 $1,388 - $1,473
33 Added 0.35%
9,392 $416,000
Q2 2024

Aug 13, 2024
BUY
$41.57 - $42.82 $389,053 - $400,752
9,359 New
9,359 $398,000

Others Institutions Holding EUSB

# of Institutions
183
Shares Held
13M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG ADVANCED TOTAL

EUSB Quotes by TradingView
  • Ticker EUSB
  • Sector Technology
More about EUSB
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