Ever Source Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 15,963 shares of IWP stock, worth $1.88 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
15,963
Previous 17,358
8.04%
Holding current value
$1.88 Million
Previous $2.04 Million
0.59%
% of portfolio
0.12%
Previous 0.14%
Shares
11 transactions
Others Institutions Holding IWP
# of Institutions
1,227Shares Held
116MCall Options Held
84.8KPut Options Held
13.5K-
Morgan Stanley New York, NY18.1MShares$2.13 Billion0.16% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.32 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC7.28MShares$857 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA5.21MShares$613 Million0.15% of portfolio
-
Jones Financial Companies Lllp4.54MShares$534 Million0.55% of portfolio