Ever Source Wealth Advisors, LLC Ishares Russell 1000 Val 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 Russell 1000 Val ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 15,654 shares of IWD stock, worth $2.73 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
15,654
Previous 9,162
70.86%
Holding current value
$2.73 Million
Previous $1.64 Million
70.81%
% of portfolio
0.23%
Previous 0.15%
Shares
10 transactions
Others Institutions Holding IWD
# of Institutions
1,631Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.69 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.86 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.71 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.71 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.7 Billion0.16% of portfolio