Ever Source Wealth Advisors, LLC Ishares Barclays Transaction History

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 97 shares of IEF stock, worth $9,022. This represents 0.0% of its overall portfolio holdings.

Number of Shares
97
Previous 96 1.04%
Holding current value
$9,022
Previous $9,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jun 11, 2024
BUY
$93.54 - $96.82 $93 - $96
1 Added 1.04%
97 $9,000
Q4 2023

Feb 09, 2024
BUY
$88.95 - $97.0 $5,514 - $6,014
62 Added 182.35%
96 $9,000
Q3 2023

Nov 03, 2023
SELL
$91.32 - $97.13 $228,756 - $243,310
-2,505 Reduced 98.66%
34 $3,000
Q2 2023

Aug 04, 2023
BUY
$96.39 - $100.48 $204,828 - $213,520
2,125 Added 513.29%
2,539 $245,000
Q1 2023

May 11, 2023
SELL
$94.41 - $100.02 $86,479 - $91,618
-916 Reduced 68.87%
414 $41,000
Q4 2022

Feb 09, 2023
SELL
$93.25 - $99.14 $107,424 - $114,209
-1,152 Reduced 46.41%
1,330 $127,000
Q3 2022

Nov 07, 2022
SELL
$96.7 - $105.6 $31,911 - $34,848
-330 Reduced 11.74%
2,482 $239,000
Q2 2022

Aug 01, 2022
BUY
$98.15 - $106.65 $116,013 - $126,060
1,182 Added 72.52%
2,812 $287,000
Q1 2022

May 25, 2022
BUY
$106.08 - $113.93 $143,420 - $154,033
1,352 Added 486.33%
1,630 $175,000
Q4 2021

Feb 07, 2022
BUY
$113.55 - $116.36 $31,566 - $32,348
278 New
278 $32,000

Others Institutions Holding IEF

# of Institutions
976
Shares Held
222M
Call Options Held
18.3M
Put Options Held
15.1M
View Full List

About ISHARES BARCLAYS

IEF Quotes by TradingView
  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email