Ever Source Wealth Advisors, LLC Ishares Tr Edge Msci Intl Valu 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 Edge Msci Intl Valu stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 9,648 shares of IVLU stock, worth $267,346. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,648
Previous 9,841 1.96%
Holding current value
$267,346
Previous $270,000 5.19%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$26.43 - $29.86 $5,100 - $5,762
-193 Reduced 1.96%
9,648 $284,000
Q2 2024

Aug 13, 2024
SELL
$27.14 - $29.24 $104,733 - $112,837
-3,859 Reduced 28.17%
9,841 $270,000
Q1 2024

Jun 11, 2024
SELL
$25.93 - $28.27 $959 - $1,045
-37 Reduced 0.27%
13,700 $386,000
Q4 2023

Feb 09, 2024
SELL
$23.94 - $26.72 $108,352 - $120,934
-4,526 Reduced 24.78%
13,737 $364,000
Q3 2023

Nov 03, 2023
BUY
$24.89 - $26.5 $61,503 - $65,481
2,471 Added 15.65%
18,263 $463,000
Q2 2023

Aug 04, 2023
SELL
$24.42 - $25.75 $36,068 - $38,032
-1,477 Reduced 8.55%
15,792 $401,000
Q1 2023

May 11, 2023
SELL
$23.32 - $25.31 $39,200 - $42,546
-1,681 Reduced 8.87%
17,269 $428,000
Q4 2022

Feb 09, 2023
BUY
$19.77 - $23.67 $9,311 - $11,148
471 Added 2.55%
18,950 $439,000
Q3 2022

Nov 07, 2022
BUY
$19.73 - $23.14 $259,686 - $304,568
13,162 Added 247.55%
18,479 $365,000
Q2 2022

Aug 01, 2022
SELL
$22.18 - $25.72 $210,532 - $244,134
-9,492 Reduced 64.1%
5,317 $118,000
Q1 2022

May 25, 2022
BUY
$23.38 - $27.26 $318,084 - $370,872
13,605 Added 1129.98%
14,809 $377,000
Q4 2021

Feb 07, 2022
BUY
$24.53 - $26.4 $29,534 - $31,785
1,204 New
1,204 $31,000

Others Institutions Holding IVLU

# of Institutions
255
Shares Held
53.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR EDGE MSCI INTL VALU

IVLU Quotes by TradingView
  • Ticker IVLU
  • Sector ETFs
  • Industry ETFs
More about IVLU
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email