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 $144,399. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,981
Previous 3,390 12.06%
Holding current value
$144,399
Previous $142,000 1.41%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
457
Shares Held
44.5M
Call Options Held
25.2K
Put Options Held
200
View Full List

About ISHARES TR

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