Ever Source Wealth Advisors, LLC Ishares Morningstar Value 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 Morningstar Value ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 83 shares of ILCV stock, worth $7,478. This represents 0.0% of its overall portfolio holdings.

Number of Shares
83
Previous 352 76.42%
Holding current value
$7,478
Previous $28,000 78.57%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$72.16 - $83.39 $19,411 - $22,431
-269 Reduced 76.42%
83 $6,000
Q1 2025

May 13, 2025
BUY
$79.37 - $85.24 $27,938 - $30,004
352 New
352 $28,000

Others Institutions Holding ILCV

# of Institutions
185
Shares Held
9.4M
Call Options Held
117K
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR VALUE ETF

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