Ever Source Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 965 shares of ITOT stock, worth $129,271. This represents 0.01% of its overall portfolio holdings.

Number of Shares

965

Previous 1,511 36.14%

Holding current value

$129,271

Previous $189,000 34.39%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$124.26 - $134.12 $67,845 - $73,229	-546 Reduced 36.14%	965 $124,000
Q3 2024 Nov 08, 2024	BUY	$113.41 - $125.62 $226 - $251	2 Added 0.13%	1,511 $189,000
Q2 2024 Aug 13, 2024	SELL	$108.78 - $119.23 $107,474 - $117,799	-988 Reduced 39.57%	1,509 $179,000
Q1 2024 Jun 11, 2024	SELL	$103.16 - $115.3 $1.32 Million - $1.47 Million	-12,771 Reduced 83.65%	2,497 $287,000
Q4 2023 Feb 09, 2024	BUY	$90.04 - $105.69 $1.32 Million - $1.55 Million	14,647 Added 2358.62%	15,268 $1.61 Million
Q3 2022 Nov 07, 2022	SELL	$79.54 - $95.9 $15,510 - $18,700	-195 Reduced 23.9%	621 $49,000
Q1 2022 May 25, 2022	SELL	$93.09 - $107.63 $47,382 - $54,783	-509 Reduced 38.42%	816 $82,000
Q4 2021 Feb 07, 2022	BUY	$98.24 - $107.61 $130,168 - $142,583	1,325 New	1,325 $142,000

Others Institutions Holding ITOT

# of Institutions

1,504

Shares Held

301M

Call Options Held

58.9K

Put Options Held

20K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
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Ever Source Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History