Ever Source Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

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 8,468 shares of IGSB stock, worth $438,811. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,468

Previous 9,328 9.22%

Holding current value

$438,811

Previous $491,000 11.0%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$51.54 - $52.55 $44,324 - $45,193	-860 Reduced 9.22%	8,468 $437,000
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

# of Institutions

1,015

Shares Held

326M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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Ever Source Wealth Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History