Ever Source Wealth Advisors, LLC Ishares Tr Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

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 2,309 shares of ITA stock, worth $409,247. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,309

Previous 2,328 0.82%

Holding current value

$409,247

Previous $338,000 4.44%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$144.84 - $159.5 $2,751 - $3,030	-19 Reduced 0.82%	2,309 $353,000
Q4 2024 Feb 07, 2025	BUY	$144.31 - $157.31 $4,040 - $4,404	28 Added 1.22%	2,328 $338,000
Q3 2024 Nov 08, 2024	SELL	$131.58 - $149.64 $47,237 - $53,720	-359 Reduced 13.5%	2,300 $344,000
Q2 2024 Aug 13, 2024	BUY	$127.05 - $137.39 $23,250 - $25,142	183 Added 7.39%	2,659 $351,000
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	$93.07 - $114.11 $4,653 - $5,705	50 New	50 $5,000

Others Institutions Holding ITA

# of Institutions

774

Shares Held

18.7M

Call Options Held

859K

Put Options Held

536K

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Ishares Tr Transaction History