Ever Source Wealth Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History

Ever Source Wealth Advisors, LLC

  • $1.5 Billion
  • Q2 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,686 shares of IJJ stock, worth $331,210. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,686
Previous 2,668 0.67%
Holding current value
$331,210
Previous $315,000 3.49%
% of portfolio
0.02%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$109.44 - $118.4 $1,969 - $2,131
18 Added 0.67%
2,686 $304,000
Q1 2024

Jun 11, 2024
BUY
$109.27 - $118.29 $157,458 - $170,455
1,441 Added 117.44%
2,668 $315,000
Q3 2023

Nov 03, 2023
BUY
$99.46 - $111.92 $66,837 - $75,210
672 Added 121.08%
1,227 $123,000
Q1 2023

May 11, 2023
SELL
$97.23 - $116.09 $56,490 - $67,448
-581 Reduced 51.14%
555 $57,000
Q4 2022

Feb 09, 2023
BUY
$91.7 - $106.74 $53,277 - $62,015
581 Added 104.68%
1,136 $114,000
Q3 2022

Nov 07, 2022
BUY
$90.0 - $107.68 $49,950 - $59,762
555 New
555 $50,000

Others Institutions Holding IJJ

# of Institutions
788
Shares Held
42.2M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email