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

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 15,657 shares of IWF stock, worth $6.07 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
15,657
Previous 17,033 8.08%
Holding current value
$6.07 Million
Previous $6.21 Million 5.33%
% of portfolio
0.4%
Previous 0.41%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$332.02 - $382.76 $456,859 - $526,677
-1,376 Reduced 8.08%
15,657 $5.88 Million
Q2 2024

Aug 13, 2024
BUY
$316.15 - $367.33 $1.79 Million - $2.08 Million
5,675 Added 49.96%
17,033 $6.21 Million
Q1 2024

Jun 11, 2024
BUY
$294.43 - $339.01 $2.03 Million - $2.34 Million
6,908 Added 155.24%
11,358 $3.83 Million
Q4 2023

Feb 09, 2024
BUY
$256.94 - $304.21 $42,652 - $50,498
166 Added 3.87%
4,450 $1.35 Million
Q3 2023

Nov 03, 2023
BUY
$263.8 - $285.38 $247,972 - $268,257
940 Added 28.11%
4,284 $1.14 Million
Q2 2023

Aug 04, 2023
SELL
$239.31 - $275.18 $30,870 - $35,498
-129 Reduced 3.71%
3,344 $920,000
Q1 2023

May 11, 2023
BUY
$209.92 - $244.33 $82,708 - $96,266
394 Added 12.8%
3,473 $848,000
Q4 2022

Feb 09, 2023
BUY
$207.03 - $232.89 $286,115 - $321,853
1,382 Added 81.44%
3,079 $659,000
Q3 2022

Nov 07, 2022
BUY
$210.4 - $257.47 $210 - $257
1 Added 0.06%
1,697 $357,000
Q1 2022

May 25, 2022
SELL
$246.62 - $307.78 $26,634 - $33,240
-108 Reduced 5.99%
1,696 $471,000
Q4 2021

Feb 07, 2022
BUY
$270.99 - $309.52 $488,865 - $558,374
1,804 New
1,804 $551,000

Others Institutions Holding IWF

# of Institutions
2,216
Shares Held
204M
Call Options Held
346K
Put Options Held
136K
View Full List

About ISHARES RUSSELL 1000 GR ETF

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