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

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,147 shares of IUSV stock, worth $105,959. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,147

Previous 967 18.61%

Holding current value

$105,959

Previous $89,000 17.98%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$90.0 - $96.32 $16,200 - $17,337	180 Added 18.61%	1,147 $105,000
Q1 2024 Jun 11, 2024	SELL	$82.87 - $90.44 $7,043 - $7,687	-85 Reduced 8.08%	967 $87,000
Q3 2023 Nov 03, 2023	BUY	$74.38 - $81.04 $6,322 - $6,888	85 Added 8.79%	1,052 $78,000
Q2 2023 Aug 04, 2023	SELL	$72.65 - $78.26 $84,564 - $91,094	-1,164 Reduced 54.62%	967 $75,000
Q1 2023 May 11, 2023	SELL	$70.21 - $77.86 $5,616 - $6,228	-80 Reduced 3.62%	2,131 $157,000
Q4 2022 Feb 09, 2023	BUY	$63.23 - $73.93 $91,304 - $106,754	1,444 Added 188.27%	2,211 $156,000
Q3 2022 Nov 07, 2022	SELL	$62.61 - $73.64 $16,591 - $19,514	-265 Reduced 25.68%	767 $48,000
Q1 2022 May 25, 2022	SELL	$71.81 - $77.49 $9,119 - $9,841	-127 Reduced 10.96%	1,032 $78,000
Q4 2021 Feb 07, 2022	BUY	$71.13 - $76.45 $82,439 - $88,605	1,159 New	1,159 $88,000

Others Institutions Holding IUSV

# of Institutions

802

Shares Held

180M

Call Options Held

Put Options Held

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About ISHARES CORE S&P U.S. VALUE ET

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