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

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,993 shares of IJK stock, worth $187,322. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,993
Previous 1,610 23.79%
Holding current value
$187,322
Previous $148,000 22.3%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$90.66 - $99.46 $34,722 - $38,093
383 Added 23.79%
1,993 $181,000
Q4 2022

Feb 09, 2023
BUY
$63.9 - $72.95 $102,879 - $117,449
1,610 New
1,610 $109,000
Q1 2022

May 25, 2022
SELL
$72.34 - $85.19 $306,721 - $361,205
-4,240 Closed
0 $0
Q4 2021

Feb 07, 2022
BUY
$79.13 - $87.9 $335,511 - $372,696
4,240 New
4,240 $362,000

Others Institutions Holding IJK

# of Institutions
951
Shares Held
72.5M
Call Options Held
5.1K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

IJK Quotes by TradingView
  • Ticker IJK
  • Sector ETFs
  • Industry ETFs
More about IJK
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