Ever Source Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 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 1,057 shares of IWB stock, worth $333,874. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,057
Previous 524 101.72%
Holding current value
$333,874
Previous $164,000 107.32%
% of portfolio
0.02%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$311.11 - $335.64 $165,821 - $178,896
533 Added 101.72%
1,057 $340,000
Q2 2024

Aug 13, 2024
SELL
$272.21 - $298.72 $12,249 - $13,442
-45 Reduced 7.91%
524 $155,000
Q1 2024

Jun 11, 2024
SELL
$257.46 - $288.1 $34,499 - $38,605
-134 Reduced 19.06%
569 $163,000
Q4 2023

Feb 09, 2024
SELL
$225.16 - $263.17 $10,357 - $12,105
-46 Reduced 6.14%
703 $184,000
Q3 2023

Nov 03, 2023
BUY
$234.05 - $252.17 $67,406 - $72,624
288 Added 62.47%
749 $175,000
Q2 2023

Aug 04, 2023
SELL
$221.85 - $243.74 $6,655 - $7,312
-30 Reduced 6.11%
461 $112,000
Q1 2023

May 11, 2023
BUY
$208.78 - $230.55 $30,899 - $34,121
148 Added 43.15%
491 $110,000
Q4 2022

Feb 09, 2023
BUY
$196.94 - $224.49 $38,600 - $44,000
196 Added 133.33%
343 $72,000
Q3 2022

Nov 07, 2022
BUY
$197.33 - $237.63 $23,087 - $27,802
117 Added 390.0%
147 $29,000
Q2 2022

Aug 01, 2022
BUY
$201.03 - $253.2 $2,814 - $3,544
14 Added 87.5%
30 $6,000
Q1 2022

May 25, 2022
BUY
$230.48 - $266.11 $3,687 - $4,257
16 New
16 $4,000

Others Institutions Holding IWB

# of Institutions
1,470
Shares Held
98.1M
Call Options Held
79.9K
Put Options Held
306K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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