Ever Source Wealth Advisors, LLC Ishares Barclays Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

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 3,047 shares of IEF stock, worth $285,960. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,047

Previous 1,449 110.28%

Holding current value

$285,960

Previous $133,000 118.05%

% of portfolio

0.02%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$91.17 - $95.39 $145,689 - $152,433	1,598 Added 110.28%	3,047 $290,000
Q4 2024 Feb 07, 2025	BUY	$92.08 - $98.18 $124,584 - $132,837	1,353 Added 1409.38%	1,449 $133,000
Q3 2024 Nov 08, 2024	SELL	$92.67 - $99.14 $92 - $99	-1 Reduced 1.03%	96 $9,000
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	$92.93 - $99.14 $107,055 - $114,209	-1,152 Reduced 46.41%	1,330 $127,000
Q3 2022 Nov 07, 2022	SELL	$94.56 - $105.6 $31,204 - $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

1,138

Shares Held

306M

Call Options Held

13M

Put Options Held

7.14M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Ishares Barclays Transaction History