Ever Source Wealth Advisors, LLC Ishares Tr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 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 117,442 shares of IDV stock, worth $3.31 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
117,442
Previous 117,416 0.02%
Holding current value
$3.31 Million
Previous $3.25 Million 9.3%
% of portfolio
0.24%
Previous 0.22%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
478
Shares Held
76.4M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

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