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 1,888 shares of IFRA stock, worth $90,189. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,888

Previous 3,267 42.21%

Holding current value

$90,189

Previous $151,000 43.71%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$44.8 - $49.25 $61,779 - $67,915	-1,379 Reduced 42.21%	1,888 $85,000
Q4 2024 Feb 07, 2025	BUY	$45.94 - $51.71 $13,138 - $14,789	286 Added 9.59%	3,267 $151,000
Q3 2024 Nov 08, 2024	SELL	$41.55 - $46.97 $16,993 - $19,210	-409 Reduced 12.06%	2,981 $140,000
Q2 2024 Aug 13, 2024	BUY	$41.22 - $44.87 $21,475 - $23,377	521 Added 18.16%	3,390 $142,000
Q1 2024 Jun 11, 2024	SELL	$38.14 - $43.36 $19,947 - $22,677	-523 Reduced 15.42%	2,869 $124,000
Q4 2023 Feb 09, 2024	BUY	$34.58 - $40.63 $47,858 - $56,231	1,384 Added 68.92%	3,392 $136,000
Q3 2023 Nov 03, 2023	SELL	$36.59 - $40.45 $4,939 - $5,460	-135 Reduced 6.3%	2,008 $73,000
Q2 2023 Aug 04, 2023	SELL	$35.99 - $39.08 $395 - $429	-11 Reduced 0.51%	2,143 $83,000
Q1 2023 May 11, 2023	SELL	$35.21 - $39.8 $3,943 - $4,457	-112 Reduced 4.94%	2,154 $80,000
Q4 2022 Feb 09, 2023	BUY	$32.43 - $38.16 $15,598 - $18,354	481 Added 26.95%	2,266 $82,000
Q3 2022 Nov 07, 2022	SELL	$32.24 - $39.24 $62,996 - $76,674	-1,954 Reduced 52.26%	1,785 $58,000
Q2 2022 Aug 01, 2022	BUY	$32.87 - $39.92 $122,900 - $149,260	3,739 New	3,739 $127,000

Others Institutions Holding IFRA

# of Institutions

407

Shares Held

31.2M

Call Options Held

800

Put Options Held

239

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC Ishares Tr Transaction History