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 8,627 shares of IEFA stock, worth $606,391. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,627

Previous 19,243 55.17%

Holding current value

$606,391

Previous $1.4 Million 51.83%

% of portfolio

0.05%

Previous 0.09%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$70.09 - $78.74 $744,075 - $835,903	-10,616 Reduced 55.17%	8,627 $673,000
Q2 2024 Aug 13, 2024	SELL	$70.77 - $76.19 $53,926 - $58,056	-762 Reduced 3.81%	19,243 $1.4 Million
Q1 2024 Jun 11, 2024	BUY	$68.14 - $74.43 $723,033 - $789,776	10,611 Added 112.96%	20,005 $1.48 Million
Q4 2023 Feb 09, 2024	BUY	$61.3 - $70.47 $407,951 - $468,977	6,655 Added 242.97%	9,394 $660,000
Q3 2023 Nov 03, 2023	BUY	$64.04 - $69.58 $74,222 - $80,643	1,159 Added 73.35%	2,739 $176,000
Q2 2023 Aug 04, 2023	BUY	$66.03 - $69.1 $59,096 - $61,844	895 Added 130.66%	1,580 $106,000
Q1 2023 May 11, 2023	SELL	$62.17 - $67.7 $19,334 - $21,054	-311 Reduced 31.22%	685 $45,000
Q4 2022 Feb 09, 2023	BUY	$52.35 - $63.65 $4,502 - $5,473	86 Added 9.45%	996 $61,000
Q3 2022 Nov 07, 2022	BUY	$52.32 - $63.1 $627 - $757	12 Added 1.34%	910 $48,000
Q2 2022 Aug 01, 2022	SELL	$57.91 - $70.46 $61,963 - $75,392	-1,070 Reduced 54.37%	898 $53,000
Q1 2022 May 25, 2022	BUY	$63.26 - $75.48 $121,332 - $144,770	1,918 Added 3836.0%	1,968 $137,000
Q4 2021 Feb 07, 2022	BUY	$72.36 - $77.76 $3,618 - $3,888	50 New	50 $4,000

Others Institutions Holding IEFA

# of Institutions

2,003

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Ever Source Wealth Advisors, LLC Ishares Tr Transaction History