Ever Source Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
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 2,935 shares of IWD stock, worth $594,396. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,935
Previous 15,018
80.46%
Holding current value
$594,396
Previous $2.83 Million
79.82%
% of portfolio
0.03%
Previous 0.17%
Shares
15 transactions
Others Institutions Holding IWD
# of Institutions
1,953Shares Held
267MCall Options Held
722KPut Options Held
5.49M-
Bank Of America Corp Charlotte, NC49.8MShares$10.1 Billion0.73% of portfolio
-
Morgan Stanley New York, NY35.7MShares$7.23 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$3.14 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.84 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.77 Billion3.41% of portfolio