Ever Source Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History

Ever Source Wealth Advisors, LLC

$1.5 Billion
Q2 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,232 shares of IUSG stock, worth $158,139. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,232

Previous 1,232 -0.0%

Holding current value

$158,139

Previous $144,000 9.03%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$79.81 - $88.77 $28,891 - $32,134	362 Added 41.61%	1,232 $109,000
Q4 2022 Feb 09, 2023	BUY	$78.88 - $88.47 $39,361 - $44,146	499 Added 134.5%	870 $70,000
Q3 2022 Nov 07, 2022	SELL	$80.18 - $99.02 $11,145 - $13,763	-139 Reduced 27.25%	371 $30,000
Q2 2022 Aug 01, 2022	SELL	$80.61 - $107.49 $2,337 - $3,117	-29 Reduced 5.38%	510 $43,000
Q1 2022 May 25, 2022	SELL	$94.61 - $116.48 $8,325 - $10,250	-88 Reduced 14.04%	539 $57,000
Q4 2021 Feb 07, 2022	BUY	$101.4 - $117.16 $63,577 - $73,459	627 New	627 $73,000

Others Institutions Holding IUSG

# of Institutions

715

Shares Held

112M

Call Options Held

4.4K

Put Options Held

3.3K

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History