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

Ever Source Wealth Advisors, LLC

$1.25 Billion
Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,285 shares of IWR stock, worth $184,399. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,285

Previous 1,047 118.24%

Holding current value

$184,399

Previous $88,000 118.18%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 11, 2024	BUY	$75.37 - $84.09 $93,308 - $104,103	1,238 Added 118.24%	2,285 $192,000
Q4 2023 Feb 09, 2024	SELL	$64.84 - $78.27 $25,936 - $31,308	-400 Reduced 27.64%	1,047 $81,000
Q2 2023 Aug 04, 2023	SELL	$67.49 - $73.03 $41,371 - $44,767	-613 Reduced 29.76%	1,447 $105,000
Q1 2023 May 11, 2023	SELL	$66.27 - $75.04 $6,759 - $7,654	-102 Reduced 4.72%	2,060 $144,000
Q4 2022 Feb 09, 2023	BUY	$65.92 - $71.89 $142,519 - $155,426	2,162 New	2,162 $145,000

Q2 2022 Aug 01, 2022	SELL	$62.75 - $78.76 $43,925 - $55,132	-700 Reduced 38.89%	1,100 $71,000
Q1 2022 May 25, 2022	BUY	$72.29 - $82.89 $33,976 - $38,958	470 Added 35.34%	1,800 $140,000
Q4 2021 Feb 07, 2022	BUY	$78.41 - $85.28 $104,285 - $113,422	1,330 New	1,330 $110,000

Others Institutions Holding IWR

# of Institutions

1,339

Shares Held

322M

Call Options Held

186K

Put Options Held

11.8K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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