Ever Source Wealth Advisors, LLC Ishares Russell Midcap Value E 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 Midcap Value E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,759 shares of IWS stock, worth $653,553. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,759
Previous 12,907 63.13%
Holding current value
$653,553
Previous $1.63 Million 61.35%
% of portfolio
0.03%
Previous 0.1%

Shares

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

Aug 13, 2025
SELL
$110.58 - $132.14 $901,005 - $1.08 Million
-8,148 Reduced 63.13%
4,759 $628,000
Q1 2025

May 13, 2025
SELL
$122.59 - $135.24 $31,628 - $34,891
-258 Reduced 1.96%
12,907 $1.63 Million
Q4 2024

Feb 07, 2025
SELL
$128.08 - $140.32 $121,676 - $133,304
-950 Reduced 6.73%
13,165 $1.7 Million
Q3 2024

Nov 08, 2024
SELL
$119.52 - $132.25 $367,165 - $406,272
-3,072 Reduced 17.87%
14,115 $1.87 Million
Q2 2024

Aug 13, 2024
BUY
$117.31 - $125.13 $713,714 - $761,290
6,084 Added 54.8%
17,187 $2.08 Million
Q1 2024

Jun 11, 2024
BUY
$112.43 - $125.33 $902,812 - $1.01 Million
8,030 Added 261.31%
11,103 $1.39 Million
Q4 2023

Feb 09, 2024
BUY
$97.63 - $117.08 $35,244 - $42,265
361 Added 13.31%
3,073 $357,000
Q3 2023

Nov 03, 2023
BUY
$103.48 - $114.68 $517 - $573
5 Added 0.18%
2,712 $282,000
Q2 2023

Aug 04, 2023
SELL
$101.5 - $109.84 $24,867 - $26,910
-245 Reduced 8.3%
2,707 $297,000
Q1 2023

May 11, 2023
BUY
$100.22 - $116.23 $32,872 - $38,123
328 Added 12.5%
2,952 $313,000
Q4 2022

Feb 09, 2023
BUY
$96.57 - $111.69 $250,792 - $290,058
2,597 Added 9618.52%
2,624 $276,000
Q3 2022

Nov 07, 2022
BUY
$96.05 - $115.74 $2,593 - $3,124
27 New
27 $3,000

Others Institutions Holding IWS

# of Institutions
1,044
Shares Held
93.4M
Call Options Held
14.6K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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