Ever Source Wealth Advisors, LLC Ishares Tr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,476 shares of ITA stock, worth $326,955. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,476
Previous 751 229.69%
Holding current value
$326,955
Previous $99,000 229.29%
% of portfolio
0.03%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024
BUY
$119.3 - $131.93 $205,792 - $227,579
1,725 Added 229.69%
2,476 $326,000
Q4 2023

Feb 09, 2024
SELL
$103.16 - $126.68 $5,054 - $6,207
-49 Reduced 6.13%
751 $95,000
Q2 2023

Aug 04, 2023
SELL
$108.66 - $117.41 $12,278 - $13,267
-113 Reduced 12.38%
800 $93,000
Q1 2023

May 11, 2023
BUY
$108.43 - $117.74 $93,575 - $101,609
863 Added 1726.0%
913 $105,000
Q4 2022

Feb 09, 2023
BUY
$106.7 - $114.11 $5,335 - $5,705
50 New
50 $5,000

Others Institutions Holding ITA

# of Institutions
646
Shares Held
24.7M
Call Options Held
673K
Put Options Held
275K
View Full List

About ISHARES TR

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