A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 9,328 shares of IGSB stock, worth $483,376. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,328
Previous 10,679 12.65%
Holding current value
$483,376
Previous $547,000 10.24%
% of portfolio
0.03%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$51.02 - $52.74 $68,928 - $71,251
-1,351 Reduced 12.65%
9,328 $491,000
Q2 2024

Aug 13, 2024

BUY
$50.64 - $51.3 $115,712 - $117,220
2,285 Added 27.22%
10,679 $547,000
Q1 2024

Jun 11, 2024

BUY
$50.95 - $51.48 $87,888 - $88,803
1,725 Added 25.87%
8,394 $430,000
Q4 2023

Feb 09, 2024

BUY
$49.4 - $51.28 $328,707 - $341,217
6,654 Added 44360.0%
6,669 $341,000
Q2 2023

Aug 04, 2023

BUY
$50.02 - $50.76 $750 - $761
15 New
15 $0
Q4 2022

Feb 09, 2023

BUY
$48.63 - $50.19 $1,313 - $1,355
27 New
27 $1,000
Q1 2022

May 25, 2022

SELL
$51.49 - $53.86 $17,867 - $18,689
-347 Closed
0 $0
Q4 2021

Feb 07, 2022

BUY
$53.82 - $54.66 $18,675 - $18,967
347 New
347 $19,000

Others Institutions Holding IGSB

About ISHARES TRUST ISHARES 1-5 YEAR


  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
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