Ever Source Wealth Advisors, LLC Ishares S&P Smallcap 600 Value Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 132 shares of IJS stock, worth $12,637. This represents 0.0% of its overall portfolio holdings.

Number of Shares
132
Previous 145 8.97%
Holding current value
$12,637
Previous $15,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$96.3 - $112.23 $1,251 - $1,458
-13 Reduced 8.97%
132 $12,000
Q4 2024

Feb 07, 2025
BUY
$104.59 - $118.05 $13,805 - $15,582
132 Added 1015.38%
145 $15,000
Q1 2024

Jun 11, 2024
SELL
$95.88 - $102.78 $2,492 - $2,672
-26 Reduced 66.67%
13 $1,000
Q4 2023

Feb 09, 2024
BUY
$82.1 - $104.53 $2,134 - $2,717
26 Added 200.0%
39 $4,000
Q1 2023

May 11, 2023
BUY
$88.82 - $106.56 $1,154 - $1,385
13 New
13 $1,000
Q3 2022

Nov 07, 2022
SELL
$82.45 - $101.32 $190,624 - $234,251
-2,312 Closed
0 $0
Q2 2022

Aug 01, 2022
BUY
$86.2 - $103.37 $199,294 - $238,991
2,312 New
2,312 $206,000

Others Institutions Holding IJS

# of Institutions
901
Shares Held
41.4M
Call Options Held
17.8K
Put Options Held
8.7K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

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