Ever Source Wealth Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 61 shares of IJT stock, worth $8,564. This represents 0.0% of its overall portfolio holdings.

Number of Shares
61
Previous 61 -0.0%
Holding current value
$8,564
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2025
BUY
$121.0 - $142.28 $1,089 - $1,280
9 Added 17.31%
61 $7,000
Q4 2024

Feb 07, 2025
BUY
$134.53 - $150.65 $6,188 - $6,929
46 Added 766.67%
52 $7,000
Q1 2024

Jun 11, 2024
SELL
$119.97 - $130.73 $2,639 - $2,876
-22 Reduced 78.57%
6 $0
Q4 2023

Feb 09, 2024
SELL
$103.08 - $127.26 $3,401 - $4,199
-33 Reduced 54.1%
28 $3,000
Q3 2023

Nov 03, 2023
SELL
$108.37 - $120.85 $6,393 - $7,130
-59 Reduced 49.17%
61 $6,000
Q2 2023

Aug 04, 2023
SELL
$104.35 - $114.93 $9,287 - $10,228
-89 Reduced 42.58%
120 $13,000
Q1 2023

May 11, 2023
SELL
$105.46 - $120.16 $64,541 - $73,537
-612 Reduced 74.54%
209 $22,000
Q4 2022

Feb 09, 2023
BUY
$102.93 - $117.14 $1,543 - $1,757
15 Added 1.86%
821 $88,000
Q3 2022

Nov 07, 2022
BUY
$100.74 - $123.41 $68,805 - $84,289
683 Added 555.28%
806 $83,000
Q2 2022

Aug 01, 2022
SELL
$101.11 - $126.58 $48,937 - $61,264
-484 Reduced 79.74%
123 $13,000
Q1 2022

May 25, 2022
SELL
$119.16 - $140.17 $88,059 - $103,585
-739 Reduced 54.9%
607 $76,000
Q4 2021

Feb 07, 2022
BUY
$130.52 - $143.62 $175,679 - $193,312
1,346 New
1,346 $187,000

Others Institutions Holding IJT

# of Institutions
820
Shares Held
27.4M
Call Options Held
8.1K
Put Options Held
4K
View Full List

About ISHARES S&P SMALL CAP 600 GROW

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