Ever Source Wealth Advisors, LLC Ishares Morningstar Value ETF Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 83 shares of ILCV stock, worth $7,637. This represents 0.0% of its overall portfolio holdings.
Number of Shares
83
Previous 83
-0.0%
Holding current value
$7,637
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding ILCV
# of Institutions
193Shares Held
9.54MCall Options Held
117KPut Options Held
0-
Bank Of America Corp Charlotte, NC826KShares$76 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY729KShares$67 Million0.51% of portfolio
-
Matrix Trust CO666KShares$61.3 Million10.38% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA663KShares$61 Million2.65% of portfolio
-
Ubs Group Ag536KShares$49.3 Million0.01% of portfolio