Ever Source Wealth Advisors, LLC Ishares Tr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 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 2,300 shares of ITA stock, worth $339,526. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,300
Previous 2,659 13.5%
Holding current value
$339,526
Previous $351,000 1.99%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
701
Shares Held
18.7M
Call Options Held
309K
Put Options Held
178K
View Full List

About ISHARES TR

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