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

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 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 $175,030. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,232
Previous 1,232 -0.0%
Holding current value
$175,030
Previous $157,000 3.18%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
740
Shares Held
115M
Call Options Held
6.3K
Put Options Held
3.3K
View Full List

About ISHARES CORE S&P U.S GROWTH ET

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