Ever Source Wealth Advisors, LLC Ishares Tr Russell 200 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 Tr Russell 200 ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 56 shares of IWL stock, worth $9,291. This represents 0.0% of its overall portfolio holdings.
Number of Shares
56
Previous 56
-0.0%
Holding current value
$9,291
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IWL
# of Institutions
217Shares Held
8.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY691KShares$115 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$102 Million0.01% of portfolio
-
Tompkins Financial Corp553KShares$91.7 Million7.86% of portfolio
-
Gilbert & Cook, Inc.531KShares$88.2 Million11.19% of portfolio
-
Richmond Investment Services, LLC Mequon, WI377KShares$62.5 Million12.18% of portfolio