Ever Source Wealth Advisors, LLC Ishares Tr Transaction History

Ever Source Wealth Advisors, LLC

$1.5 Billion
Q2 2024

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 190 shares of HYG stock, worth $15,167. This represents 0.0% of its overall portfolio holdings.

Number of Shares

190

Previous 165 15.15%

Holding current value

$15,167

Previous $12,000 16.67%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,062

Shares Held

224M

Call Options Held

105M

Put Options Held

268M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

More about HYG

Track This Portfolio

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.

Account

Ever Source Wealth Advisors, LLC Ishares Tr Transaction History