Ever Source Wealth Advisors, LLC Ishares Tr Russell 200 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 Tr Russell 200 Growth stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 172 shares of IWY stock, worth $46,909. This represents 0.0% of its overall portfolio holdings.

Number of Shares
172
Previous 172 -0.0%
Holding current value
$46,909
Previous $36,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$216.72 - $244.71 $27,523 - $31,078
127 Added 282.22%
172 $40,000
Q1 2024

Jun 11, 2024
BUY
$170.38 - $196.82 $7,667 - $8,856
45 New
45 $8,000

Others Institutions Holding IWY

# of Institutions
640
Shares Held
52.9M
Call Options Held
6.8K
Put Options Held
4.8K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email