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 450 shares of IEO stock, worth $41,863. This represents 0.0% of its overall portfolio holdings.

Number of Shares
450
Previous 450 -0.0%
Holding current value
$41,863
Previous $44,000 6.82%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$96.41 - $111.94 $69,897 - $81,156
-725 Reduced 61.7%
450 $44,000
Q1 2024

Jun 11, 2024
SELL
$87.76 - $106.97 $19,131 - $23,319
-218 Reduced 15.65%
1,175 $125,000
Q4 2023

Feb 09, 2024
SELL
$89.35 - $102.39 $143,942 - $164,950
-1,611 Reduced 53.63%
1,393 $129,000
Q3 2023

Nov 03, 2023
SELL
$82.81 - $101.54 $33,124 - $40,616
-400 Reduced 11.75%
3,004 $292,000
Q2 2023

Aug 04, 2023
SELL
$78.88 - $90.31 $15,460 - $17,700
-196 Reduced 5.44%
3,404 $289,000
Q1 2023

May 11, 2023
SELL
$79.25 - $98.78 $51,512 - $64,207
-650 Reduced 15.29%
3,600 $308,000
Q4 2022

Feb 09, 2023
BUY
$88.39 - $105.94 $375,657 - $450,245
4,250 New
4,250 $394,000

Others Institutions Holding IEO

# of Institutions
173
Shares Held
2.76M
Call Options Held
21.8K
Put Options Held
21.6K
View Full List

About ISHARES TR

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