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

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

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 13,993 shares of IWF stock, worth $6.16 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

13,993

Previous 15,956 12.3%

Holding current value

$6.16 Million

Previous $6.41 Million 21.15%

% of portfolio

0.3%

Previous 0.39%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$360.07 - $417.26 $706,817 - $819,081	-1,963 Reduced 12.3%	13,993 $5.05 Million
Q4 2024 Feb 07, 2025	BUY	$370.24 - $418.94 $110,701 - $125,263	299 Added 1.91%	15,956 $6.41 Million
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

2,491

Shares Held

227M

Call Options Held

356K

Put Options Held

86.1K

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About ISHARES RUSSELL 1000 GR ETF

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