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 $1.81 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
15,963
Previous 17,358 8.04%
Holding current value
$1.81 Million
Previous $2.04 Million 0.59%
% of portfolio
0.12%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$116.4 - $138.52 $162,378 - $193,235
-1,395 Reduced 8.04%
15,963 $2.02 Million
Q3 2024

Nov 08, 2024
SELL
$103.87 - $117.59 $217,503 - $246,233
-2,094 Reduced 10.76%
17,358 $2.04 Million
Q2 2024

Aug 13, 2024
BUY
$105.7 - $113.43 $919,061 - $986,273
8,695 Added 80.83%
19,452 $2.15 Million
Q1 2024

Jun 11, 2024
BUY
$100.66 - $114.14 $961,403 - $1.09 Million
9,551 Added 791.96%
10,757 $1.23 Million
Q4 2023

Feb 09, 2024
BUY
$85.66 - $105.12 $9,422 - $11,563
110 Added 10.04%
1,206 $125,000
Q2 2023

Aug 04, 2023
BUY
$87.72 - $96.63 $87 - $96
1 Added 0.09%
1,096 $105,000
Q4 2022

Feb 09, 2023
BUY
$77.4 - $89.88 $40,712 - $47,276
526 Added 92.44%
1,095 $91,000
Q3 2022

Nov 07, 2022
BUY
$78.02 - $94.38 $2,886 - $3,492
37 Added 6.95%
569 $45,000
Q2 2022

Aug 01, 2022
BUY
$75.41 - $102.47 $75 - $102
1 Added 0.19%
532 $42,000
Q1 2022

May 25, 2022
SELL
$89.52 - $114.03 $268 - $342
-3 Reduced 0.56%
531 $53,000
Q4 2021

Feb 07, 2022
BUY
$109.8 - $123.28 $58,633 - $65,831
534 New
534 $62,000

Others Institutions Holding IWP

# of Institutions
1,225
Shares Held
116M
Call Options Held
84.8K
Put Options Held
13.5K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email