A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Biotechnology ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,445 shares of IBB stock, worth $468,588. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,445
Previous 3,910 11.89%
Holding current value
$468,588
Previous $536,000 11.94%
% of portfolio
0.04%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

SELL
$132.3 - $140.89 $61,519 - $65,513
-465 Reduced 11.89%
3,445 $472,000
Q4 2023

Feb 09, 2024

SELL
$112.41 - $137.03 $82,846 - $100,991
-737 Reduced 15.86%
3,910 $531,000
Q3 2023

Nov 03, 2023

SELL
$122.27 - $131.47 $48,908 - $52,588
-400 Reduced 7.93%
4,647 $568,000
Q2 2023

Aug 04, 2023

SELL
$125.53 - $133.58 $38,286 - $40,741
-305 Reduced 5.7%
5,047 $640,000
Q1 2023

May 11, 2023

BUY
$121.97 - $137.23 $338,222 - $380,538
2,773 Added 107.52%
5,352 $691,000
Q4 2022

Feb 09, 2023

BUY
$127.27 - $138.43 $328,229 - $357,010
2,579 New
2,579 $338,000

Others Institutions Holding IBB

About ISHARES BIOTECHNOLOGY ETF


  • Ticker IBB
  • Sector ETFs
  • Industry ETFs
More about IBB
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