Ever Source Wealth Advisors, LLC Northern Lts Fd Tr Iv Inspire Transaction History

Ever Source Wealth Advisors, LLC

  • $1.5 Billion
  • Q2 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 49,029 shares of IBD stock, worth $1.18 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
49,029
Previous 11,050 343.7%
Holding current value
$1.18 Million
Previous $259,000 341.31%
% of portfolio
0.08%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$23.04 - $23.52 $875,036 - $893,266
37,979 Added 343.7%
49,029 $1.14 Million
Q1 2024

Jun 11, 2024
SELL
$23.26 - $23.99 $2,232 - $2,303
-96 Reduced 0.86%
11,050 $259,000
Q4 2023

Feb 09, 2024
BUY
$22.22 - $23.69 $213,756 - $227,897
9,620 Added 630.41%
11,146 $262,000
Q3 2023

Nov 03, 2023
SELL
$22.56 - $23.35 $30,456 - $31,522
-1,350 Reduced 46.94%
1,526 $34,000
Q2 2023

Aug 04, 2023
SELL
$23.0 - $23.5 $25,553 - $26,108
-1,111 Reduced 27.87%
2,876 $66,000
Q1 2023

May 11, 2023
SELL
$22.81 - $23.65 $1,140 - $1,182
-50 Reduced 1.24%
3,987 $93,000
Q2 2022

Aug 01, 2022
SELL
$22.99 - $24.35 $11,609 - $12,296
-505 Reduced 11.12%
4,037 $94,000
Q1 2022

May 25, 2022
SELL
$24.2 - $25.67 $13,503 - $14,323
-558 Reduced 10.94%
4,542 $111,000
Q4 2021

Feb 07, 2022
BUY
$25.72 - $26.2 $131,172 - $133,620
5,100 New
5,100 $131,000

Others Institutions Holding IBD

# of Institutions
71
Shares Held
11.6M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV INSPIRE

IBD Quotes by TradingView
  • Ticker IBD
  • Sector ETFs
  • Industry ETFs
More about IBD
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