Ever Source Wealth Advisors, LLC Ishares Tr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 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 320 shares of IEZ stock, worth $5,833. This represents 0.0% of its overall portfolio holdings.

Number of Shares
320
Previous 870 63.22%
Holding current value
$5,833
Previous $16,000 68.75%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$14.77 - $19.84 $8,123 - $10,912
-550 Reduced 63.22%
320 $5,000
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
75
Shares Held
2.91M
Call Options Held
49.1K
Put Options Held
10.4K
View Full List

About ISHARES TR

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