Ever Source Wealth Advisors, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Trust Ishares 5 10 Yea stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,273 shares of IGIB stock, worth $169,999. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,273

Previous 5,199 37.05%

Holding current value

$169,999

Previous $266,000 34.21%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$50.85 - $53.88 $97,937 - $103,772	-1,926 Reduced 37.05%	3,273 $175,000
Q2 2024 Aug 13, 2024	BUY	$50.02 - $51.62 $93,387 - $96,374	1,867 Added 56.03%	5,199 $266,000
Q1 2024 Jun 11, 2024	SELL	$50.83 - $52.07 $10,115 - $10,361	-199 Reduced 5.64%	3,332 $171,000
Q4 2023 Feb 09, 2024	BUY	$47.27 - $52.23 $137,744 - $152,198	2,914 Added 472.29%	3,531 $183,000
Q3 2023 Nov 03, 2023	BUY	$48.57 - $50.82 $18,748 - $19,616	386 Added 167.1%	617 $30,000
Q2 2023 Aug 04, 2023	BUY	$50.09 - $51.62 $6,110 - $6,297	122 Added 111.93%	231 $11,000
Q1 2023 May 11, 2023	BUY	$49.38 - $52.0 $5,382 - $5,668	109 New	109 $5,000

Others Institutions Holding IGIB

# of Institutions

639

Shares Held

216M

Call Options Held

36.9K

Put Options Held

400

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About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
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Ever Source Wealth Advisors, LLC Ishares Trust Ishares 5 10 Yea Transaction History