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

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 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 6,584 shares of IWD stock, worth $1.35 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,584
Previous 2,935 124.33%
Holding current value
$1.35 Million
Previous $570,000 135.09%
% of portfolio
0.06%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$192.76 - $203.86 $703,381 - $743,885
3,649 Added 124.33%
6,584 $1.34 Million
Q2 2025

Aug 13, 2025
SELL
$166.82 - $194.23 $2.02 Million - $2.35 Million
-12,083 Reduced 80.46%
2,935 $570,000
Q1 2025

May 13, 2025
SELL
$182.82 - $196.21 $1.02 Million - $1.09 Million
-5,564 Reduced 27.03%
15,018 $2.83 Million
Q4 2024

Feb 07, 2025
BUY
$183.23 - $199.79 $38,661 - $42,155
211 Added 1.04%
20,582 $3.81 Million
Q3 2024

Nov 08, 2024
SELL
$173.36 - $189.8 $350,360 - $383,585
-2,021 Reduced 9.03%
20,371 $3.87 Million
Q2 2024

Aug 13, 2024
BUY
$169.4 - $179.05 $1.14 Million - $1.21 Million
6,738 Added 43.04%
22,392 $3.91 Million
Q1 2024

Jun 11, 2024
BUY
$161.84 - $179.11 $1.05 Million - $1.16 Million
6,492 Added 70.86%
15,654 $2.8 Million
Q4 2023

Feb 09, 2024
BUY
$143.69 - $165.7 $178,750 - $206,130
1,244 Added 15.71%
9,162 $1.51 Million
Q3 2023

Nov 03, 2023
SELL
$151.73 - $163.56 $110,307 - $118,908
-727 Reduced 8.41%
7,918 $1.2 Million
Q2 2023

Aug 04, 2023
BUY
$148.55 - $157.83 $60,608 - $64,394
408 Added 4.95%
8,645 $1.36 Million
Q1 2023

May 11, 2023
BUY
$145.2 - $161.56 $97,138 - $108,083
669 Added 8.84%
8,237 $1.25 Million
Q4 2022

Feb 09, 2023
BUY
$136.78 - $158.99 $691,970 - $804,330
5,059 Added 201.63%
7,568 $1.15 Million
Q3 2022

Nov 07, 2022
BUY
$135.99 - $161.15 $48,140 - $57,047
354 Added 16.43%
2,509 $341,000
Q2 2022

Aug 01, 2022
SELL
$140.99 - $168.41 $26,506 - $31,661
-188 Reduced 8.02%
2,155 $313,000
Q1 2022

May 25, 2022
BUY
$157.15 - $170.51 $471 - $511
3 Added 0.13%
2,343 $389,000
Q4 2021

Feb 07, 2022
BUY
$157.12 - $168.08 $367,660 - $393,307
2,340 New
2,340 $393,000

Others Institutions Holding IWD

# of Institutions
1,997
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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