Ever Source Wealth Advisors, LLC Ishares Russell Mid Cap ETF 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 ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,761 shares of IWR stock, worth $167,435. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,761
Previous 2,520 30.12%
Holding current value
$167,435
Previous $214,000 24.77%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$74.88 - $91.97 $56,833 - $69,805
-759 Reduced 30.12%
1,761 $161,000
Q1 2025

May 13, 2025
BUY
$82.81 - $92.93 $2,815 - $3,159
34 Added 1.37%
2,520 $214,000
Q3 2024

Nov 08, 2024
BUY
$79.92 - $88.19 $79 - $88
1 Added 0.04%
2,486 $219,000
Q2 2024

Aug 13, 2024
BUY
$78.66 - $83.59 $15,732 - $16,718
200 Added 8.75%
2,485 $201,000
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
$62.09 - $71.89 $134,238 - $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
1,604
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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