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 41,806 shares of IDV stock, worth $1.41 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

41,806

Previous 59,666 29.93%

Holding current value

$1.41 Million

Previous $1.63 Million 20.64%

% of portfolio

0.08%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$27.0 - $31.7 $482,220 - $566,162	-17,860 Reduced 29.93%	41,806 $1.3 Million
Q4 2024 Feb 07, 2025	SELL	$27.03 - $29.92 $1.56 Million - $1.73 Million	-57,776 Reduced 49.2%	59,666 $1.63 Million
Q3 2024 Nov 08, 2024	BUY	$27.62 - $30.64 $718 - $796	26 Added 0.02%	117,442 $3.55 Million
Q2 2024 Aug 13, 2024	BUY	$26.94 - $30.1 $61,423 - $68,628	2,280 Added 1.98%	117,416 $3.25 Million
Q1 2024 Jun 11, 2024	BUY	$26.95 - $28.13 $200,049 - $208,808	7,423 Added 6.89%	115,136 $3.23 Million
Q4 2023 Feb 09, 2024	SELL	$24.46 - $28.13 $407,870 - $469,067	-16,675 Reduced 13.41%	107,713 $3.01 Million
Q3 2023 Nov 03, 2023	SELL	$25.3 - $27.59 $36,305 - $39,591	-1,435 Reduced 1.14%	124,388 $3.16 Million
Q2 2023 Aug 04, 2023	BUY	$25.86 - $28.52 $91,259 - $100,647	3,529 Added 2.89%	125,823 $3.31 Million
Q1 2023 May 11, 2023	SELL	$26.54 - $29.5 $43,605 - $48,468	-1,643 Reduced 1.33%	122,294 $3.36 Million
Q4 2022 Feb 09, 2023	BUY	$22.26 - $27.56 $1.29 Million - $1.6 Million	58,128 Added 88.33%	123,937 $3.37 Million
Q3 2022 Nov 07, 2022	SELL	$22.53 - $28.47 $330,943 - $418,195	-14,689 Reduced 18.25%	65,809 $1.48 Million
Q2 2022 Aug 01, 2022	BUY	$26.84 - $32.0 $513,637 - $612,384	19,137 Added 31.19%	80,498 $2.19 Million
Q1 2022 May 25, 2022	BUY	$29.99 - $33.33 $360,029 - $400,126	12,005 Added 24.32%	61,361 $1.95 Million
Q4 2021 Feb 07, 2022	BUY	$29.77 - $31.71 $1.47 Million - $1.57 Million	49,356 New	49,356 $1.54 Million

Others Institutions Holding IDV

# of Institutions

504

Shares Held

79.1M

Call Options Held

40.6K

Put Options Held

53.6K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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