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 2,981 shares of IFRA stock, worth $142,223. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,981

Previous 3,390 12.06%

Holding current value

$142,223

Previous $142,000 1.41%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

449

Shares Held

44.5M

Call Options Held

25.2K

Put Options Held

200

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

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Ever Source Wealth Advisors, LLC Ishares Tr Transaction History