Ever Source Wealth Advisors, LLC Ishares Expanded Tech Sector E Transaction History

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 561 shares of IGM stock, worth $71,892. This represents 0.0% of its overall portfolio holdings.

Number of Shares

561

Previous 583 3.77%

Holding current value

$71,892

Previous $52,000 21.15%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$79.8 - $112.34 $1,755 - $2,471	-22 Reduced 3.77%	561 $63,000
Q1 2025 May 13, 2025	SELL	$90.67 - $108.46 $2,901 - $3,470	-32 Reduced 5.2%	583 $52,000
Q4 2024 Feb 07, 2025	SELL	$94.19 - $106.95 $94 - $106	-1 Reduced 0.16%	615 $62,000
Q3 2024 Nov 08, 2024	BUY	$84.03 - $98.62 $15,797 - $18,540	188 Added 43.93%	616 $59,000
Q1 2024 Jun 11, 2024	BUY	$84.27 - $516.87 $25,365 - $155,577	301 Added 237.01%	428 $36,000
Q3 2023 Nov 03, 2023	SELL	$376.08 - $412.97 $752 - $825	-2 Reduced 1.55%	127 $48,000
Q1 2023 May 11, 2023	BUY	$275.98 - $339.32 $551 - $678	2 Added 1.57%	129 $43,000
Q4 2022 Feb 09, 2023	BUY	$44.41 - $306.86 $5,640 - $38,971	127 New	127 $35,000

Others Institutions Holding IGM

# of Institutions

514

Shares Held

28.8M

Call Options Held

99.3K

Put Options Held

16.9K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

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Ever Source Wealth Advisors, LLC Ishares Expanded Tech Sector E Transaction History