Ever Source Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 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 17,358 shares of IWP stock, worth $2.25 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

17,358

Previous 19,452 10.76%

Holding current value

$2.25 Million

Previous $2.15 Million 5.17%

% of portfolio

0.14%

Previous 0.14%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,086

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History