Ever Source Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Ever Source Wealth Advisors, LLC

$1.25 Billion
Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 15,961 shares of IVW stock, worth $1.5 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

15,961

Previous 10,599 50.59%

Holding current value

$1.5 Million

Previous $894,000 50.67%

% of portfolio

0.11%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 11, 2024	BUY	$72.87 - $85.14 $390,728 - $456,520	5,362 Added 50.59%	15,961 $1.35 Million
Q4 2023 Feb 09, 2024	BUY	$65.78 - $75.4 $59,136 - $67,784	899 Added 9.27%	10,599 $795,000
Q3 2023 Nov 03, 2023	BUY	$68.05 - $72.66 $392,104 - $418,666	5,762 Added 146.32%	9,700 $663,000
Q2 2023 Aug 04, 2023	BUY	$63.21 - $70.48 $2,718 - $3,030	43 Added 1.1%	3,938 $277,000
Q1 2023 May 11, 2023	BUY	$57.25 - $63.89 $12,595 - $14,055	220 Added 5.99%	3,895 $248,000

Q4 2022 Feb 09, 2023	BUY	$56.99 - $63.56 $209,438 - $233,583	3,675 New	3,675 $214,000

Others Institutions Holding IVW

# of Institutions

1,677

Shares Held

384M

Call Options Held

379K

Put Options Held

363K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Ever Source Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History