Ever Source Wealth Advisors, LLC Ishares Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4 shares of ICLN stock, worth $67. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4
Previous 141 97.16%
Holding current value
$67
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$10.56 - $13.31 $1,446 - $1,823
-137 Reduced 97.16%
4 $0
Q4 2024

Feb 07, 2025
BUY
$11.35 - $14.51 $1,554 - $1,987
137 Added 3425.0%
141 $1,000
Q2 2023

Aug 04, 2023
SELL
$17.78 - $19.91 $6,596 - $7,386
-371 Reduced 98.93%
4 $0
Q4 2022

Feb 09, 2023
BUY
$17.54 - $21.27 $6,314 - $7,657
360 Added 2400.0%
375 $7,000
Q2 2022

Aug 01, 2022
BUY
$16.82 - $22.08 $252 - $331
15 New
15 $0

Others Institutions Holding ICLN

# of Institutions
474
Shares Held
32.9M
Call Options Held
1.79M
Put Options Held
2.62M
View Full List

About ISHARES

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