Ever Source Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 524 shares of IWB stock, worth $163,377. This represents 0.01% of its overall portfolio holdings.
Number of Shares
524
Previous 569
7.91%
Holding current value
$163,377
Previous $163,000
4.91%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding IWB
# of Institutions
1,339Shares Held
92.5MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.77 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.41 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.14 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$986 Million3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$872 Million0.07% of portfolio