Ever Source Wealth Advisors, LLC Ishares Russell 2000 Gwt 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 Gwt ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,118 shares of IWO stock, worth $1.14 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,118

Previous 4,450 7.46%

Holding current value

$1.14 Million

Previous $1.28 Million 17.81%

% of portfolio

0.06%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$254.58 - $302.92 $84,520 - $100,569	-332 Reduced 7.46%	4,118 $1.05 Million
Q4 2024 Feb 07, 2025	BUY	$278.19 - $315.36 $7,511 - $8,514	27 Added 0.61%	4,450 $1.28 Million
Q3 2024 Nov 08, 2024	SELL	$256.4 - $289.78 $150,763 - $170,390	-588 Reduced 11.73%	4,423 $1.26 Million
Q2 2024 Aug 13, 2024	BUY	$245.29 - $268.7 $467,768 - $512,410	1,907 Added 61.44%	5,011 $1.32 Million
Q1 2024 Jun 11, 2024	BUY	$239.5 - $270.8 $653,116 - $738,471	2,727 Added 723.34%	3,104 $840,000
Q4 2023 Feb 09, 2024	BUY	$204.07 - $257.57 $43,670 - $55,119	214 Added 131.29%	377 $95,000
Q3 2023 Nov 03, 2023	BUY	$221.24 - $254.04 $442 - $508	2 Added 1.24%	163 $36,000
Q2 2023 Aug 04, 2023	BUY	$219.8 - $242.66 $1,099 - $1,213	5 Added 3.21%	161 $39,000
Q4 2022 Feb 09, 2023	BUY	$205.84 - $231.03 $32,111 - $36,040	156 New	156 $33,000

Others Institutions Holding IWO

# of Institutions

1,090

Shares Held

33.2M

Call Options Held

40.4K

Put Options Held

33.2K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

More about IWO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

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