Ever Source Wealth Advisors, LLC Ishares Russell 2000 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 2000 ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,241 shares of IWM stock, worth $727,215. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,241

Previous 5,637 42.5%

Holding current value

$727,215

Previous $1.25 Million 48.11%

% of portfolio

0.04%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$198.1 - $229.79 $474,647 - $550,576	-2,396 Reduced 42.5%	3,241 $646,000
Q4 2024 Feb 07, 2025	SELL	$216.13 - $242.4 $36,958 - $41,450	-171 Reduced 2.94%	5,637 $1.25 Million
Q3 2024 Nov 08, 2024	BUY	$200.87 - $224.6 $7,231 - $8,085	36 Added 0.62%	5,808 $1.28 Million
Q2 2024 Aug 13, 2024	BUY	$192.84 - $209.44 $57,852 - $62,832	300 Added 5.48%	5,772 $1.17 Million
Q1 2024 Jun 11, 2024	BUY	$189.48 - $210.3 $246,324 - $273,390	1,300 Added 31.16%	5,472 $1.15 Million
Q4 2023 Feb 09, 2024	BUY	$162.21 - $204.82 $195,300 - $246,603	1,204 Added 40.57%	4,172 $837,000
Q3 2023 Nov 03, 2023	BUY	$174.36 - $198.71 $159,539 - $181,819	915 Added 44.57%	2,968 $524,000
Q2 2023 Aug 04, 2023	SELL	$170.4 - $187.93 $25,048 - $27,625	-147 Reduced 6.68%	2,053 $384,000
Q1 2023 May 11, 2023	SELL	$170.25 - $198.32 $3,064 - $3,569	-18 Reduced 0.81%	2,200 $392,000
Q4 2022 Feb 09, 2023	BUY	$166.81 - $188.05 $32,527 - $36,669	195 Added 9.64%	2,218 $386,000
Q3 2022 Nov 07, 2022	SELL	$164.17 - $201.07 $52,534 - $64,342	-320 Reduced 13.66%	2,023 $334,000
Q2 2022 Aug 01, 2022	SELL	$163.9 - $207.91 $52,120 - $66,115	-318 Reduced 11.95%	2,343 $397,000
Q1 2022 May 25, 2022	BUY	$191.52 - $225.32 $132,723 - $156,146	693 Added 35.21%	2,661 $546,000
Q4 2021 Feb 07, 2022	BUY	$212.12 - $242.56 $417,452 - $477,358	1,968 New	1,968 $438,000

Others Institutions Holding IWM

# of Institutions

2,895

Shares Held

315M

Call Options Held

231M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History