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 11,066 shares of HYG stock, worth $880,521. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,066

Previous 25,405 56.44%

Holding current value

$880,521

Previous $2 Million 56.36%

% of portfolio

0.05%

Previous 0.12%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$78.51 - $80.11 $1.13 Million - $1.15 Million	-14,339 Reduced 56.44%	11,066 $872,000
Q4 2024 Feb 07, 2025	BUY	$78.09 - $80.04 $1.97 Million - $2.02 Million	25,215 Added 13271.05%	25,405 $2 Million
Q2 2024 Aug 13, 2024	BUY	$75.68 - $77.45 $1,892 - $1,936	25 Added 15.15%	190 $14,000
Q1 2024 Jun 11, 2024	SELL	$76.57 - $77.9 $9,647 - $9,815	-126 Reduced 43.3%	165 $12,000
Q4 2023 Feb 09, 2024	SELL	$71.78 - $77.94 $1,507 - $1,636	-21 Reduced 6.73%	291 $22,000
Q3 2023 Nov 03, 2023	SELL	$73.48 - $75.65 $17,635 - $18,156	-240 Reduced 43.48%	312 $23,000
Q2 2023 Aug 04, 2023	BUY	$73.57 - $75.42 $15,376 - $15,762	209 Added 60.93%	552 $41,000
Q1 2023 May 11, 2023	BUY	$73.04 - $77.2 $16,068 - $16,984	220 Added 178.86%	343 $25,000
Q4 2022 Feb 09, 2023	BUY	$71.24 - $76.11 $926 - $989	13 Added 11.82%	123 $9,000
Q3 2022 Nov 07, 2022	BUY	$71.13 - $78.94 $4,054 - $4,499	57 Added 107.55%	110 $8,000
Q4 2021 Feb 07, 2022	BUY	$85.37 - $87.5 $4,524 - $4,637	53 New	53 $5,000

Others Institutions Holding HYG

# of Institutions

1,186

Shares Held

247M

Call Options Held

110M

Put Options Held

513M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Ishares Tr Transaction History