Ever Source Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 7,062 shares of IJR stock, worth $831,832. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,062

Previous 9,464 25.38%

Holding current value

$831,832

Previous $989,000 22.04%

% of portfolio

0.04%

Previous 0.06%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$90.56 - $109.49 $217,525 - $262,994	-2,402 Reduced 25.38%	7,062 $771,000
Q1 2025 May 13, 2025	SELL	$102.49 - $119.96 $446,958 - $523,145	-4,361 Reduced 31.54%	9,464 $989,000
Q4 2024 Feb 07, 2025	BUY	$113.92 - $127.38 $285,711 - $319,469	2,508 Added 22.16%	13,825 $1.59 Million
Q3 2024 Nov 08, 2024	BUY	$105.53 - $118.34 $124,419 - $139,522	1,179 Added 11.63%	11,317 $1.32 Million
Q2 2024 Aug 13, 2024	BUY	$102.13 - $110.88 $85,687 - $93,028	839 Added 9.02%	10,138 $1.08 Million
Q1 2024 Jun 11, 2024	BUY	$102.35 - $110.52 $20,470 - $22,104	200 Added 2.2%	9,299 $1.03 Million
Q4 2023 Feb 09, 2024	BUY	$87.61 - $110.11 $76,833 - $96,566	877 Added 10.67%	9,099 $984,000
Q3 2023 Nov 03, 2023	BUY	$92.9 - $105.16 $31,678 - $35,859	341 Added 4.33%	8,222 $775,000
Q2 2023 Aug 04, 2023	BUY	$91.14 - $99.81 $364 - $399	4 Added 0.05%	7,881 $785,000
Q1 2023 May 11, 2023	SELL	$92.27 - $107.68 $96,883 - $113,064	-1,050 Reduced 11.76%	7,877 $761,000
Q4 2022 Feb 09, 2023	BUY	$89.09 - $102.13 $60,313 - $69,142	677 Added 8.21%	8,927 $844,000
Q3 2022 Nov 07, 2022	BUY	$87.04 - $106.5 $181,826 - $222,478	2,089 Added 33.91%	8,250 $719,000
Q2 2022 Aug 01, 2022	SELL	$89.03 - $109.02 $125,532 - $153,718	-1,410 Reduced 18.62%	6,161 $569,000
Q1 2022 May 25, 2022	BUY	$102.32 - $116.69 $128,718 - $146,796	1,258 Added 19.93%	7,571 $817,000
Q4 2021 Feb 17, 2022	BUY	$108.26 - $120.32 $2,273 - $2,526	21 Added 0.33%	6,313 $724,000
Q4 2021 Feb 07, 2022	BUY	$108.26 - $120.32 $681,171 - $757,053	6,292 New	6,292 $721,000

Others Institutions Holding IJR

# of Institutions

2,839

Shares Held

545M

Call Options Held

554K

Put Options Held

325K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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Ever Source Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History