Ever Source Wealth Advisors, LLC Ishares Tr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

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 870 shares of IEZ stock, worth $14,120. This represents 0.0% of its overall portfolio holdings.

Number of Shares
870
Previous 870 -0.0%
Holding current value
$14,120
Previous $17,000 5.88%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$18.93 - $22.09 $16,469 - $19,218
870 New
870 $17,000
Q1 2023

May 11, 2023
BUY
$17.87 - $23.07 $4,467 - $5,767
250 New
250 $4,000

Others Institutions Holding IEZ

# of Institutions
88
Shares Held
3.67M
Call Options Held
47.3K
Put Options Held
22.3K
View Full List

About ISHARES TR

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