Ever Source Wealth Advisors, LLC Ishares U.S. Treasury Bond ETF Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,967 shares of GOVT stock, worth $90,288. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,967

Previous 1,954 103.02%

Holding current value

$90,288

Previous $44,000 106.82%

% of portfolio

0.01%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$22.25 - $23.0 $44,789 - $46,299	2,013 Added 103.02%	3,967 $91,000
Q4 2024 Feb 07, 2025	SELL	$22.39 - $23.45 $4,545 - $4,760	-203 Reduced 9.41%	1,954 $44,000
Q3 2024 Nov 08, 2024	BUY	$22.38 - $23.66 $10,675 - $11,285	477 Added 28.39%	2,157 $50,000
Q2 2024 Aug 13, 2024	BUY	$22.12 - $22.75 $16,501 - $16,971	746 Added 79.87%	1,680 $37,000
Q1 2024 Jun 11, 2024	SELL	$22.51 - $23.08 $32,166 - $32,981	-1,429 Reduced 60.47%	934 $21,000
Q4 2023 Feb 09, 2024	SELL	$21.6 - $23.13 $14,040 - $15,034	-650 Reduced 21.57%	2,363 $54,000
Q3 2023 Nov 03, 2023	SELL	$21.99 - $23.01 $191,598 - $200,486	-8,713 Reduced 74.3%	3,013 $66,000
Q2 2023 Aug 04, 2023	SELL	$22.87 - $23.59 $156,247 - $161,166	-6,832 Reduced 36.81%	11,726 $268,000
Q1 2023 May 11, 2023	BUY	$22.54 - $23.5 $54,073 - $56,376	2,399 Added 14.85%	18,558 $433,000
Q4 2022 Feb 09, 2023	SELL	$22.18 - $23.3 $320,079 - $336,242	-14,431 Reduced 47.18%	16,159 $367,000
Q3 2022 Nov 07, 2022	BUY	$22.58 - $24.36 $206,787 - $223,088	9,158 Added 42.73%	30,590 $697,000
Q2 2022 Aug 01, 2022	SELL	$23.28 - $24.82 $29,216 - $31,149	-1,255 Reduced 5.53%	21,432 $512,000
Q1 2022 May 25, 2022	BUY	$24.71 - $26.22 $198,717 - $210,861	8,042 Added 54.91%	22,687 $565,000
Q4 2021 Feb 07, 2022	BUY	$26.24 - $26.74 $384,284 - $391,607	14,645 New	14,645 $391,000

Others Institutions Holding GOVT

# of Institutions

867

Shares Held

1.08B

Call Options Held

Put Options Held

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About ISHARES U.S. TREASURY BOND ETF

Ticker GOVT
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Ishares U.S. Treasury Bond ETF Transaction History