Ever Source Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
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 2,150 shares of IWP stock, worth $308,589. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,150
Previous 15,178
85.83%
Holding current value
$308,589
Previous $1.78 Million
83.29%
% of portfolio
0.02%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding IWP
# of Institutions
1,308Shares Held
117MCall Options Held
196KPut Options Held
340K-
Morgan Stanley New York, NY19.4MShares$2.78 Billion0.18% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.61 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC6.63MShares$951 Million0.07% of portfolio
-
Jones Financial Companies Lllp5.23MShares$751 Million0.55% of portfolio
-
Wells Fargo & Company San Francisco, CA5.17MShares$742 Million0.15% of portfolio