A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Global Information Tec stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 10,163 shares of IXN stock, worth $838,447. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,163
Previous 10,150 0.13%
Holding current value
$838,447
Previous $840,000 0.24%
% of portfolio
0.06%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$73.0 - $87.81 $949 - $1,141
13 Added 0.13%
10,163 $838,000
Q2 2024

Aug 13, 2024

BUY
$68.72 - $84.8 $606,110 - $747,936
8,820 Added 663.16%
10,150 $840,000
Q1 2024

Jun 11, 2024

BUY
$65.15 - $75.6 $4,234 - $4,914
65 Added 5.14%
1,330 $99,000
Q2 2023

Aug 04, 2023

BUY
$51.78 - $62.58 $63,689 - $76,973
1,230 Added 3514.29%
1,265 $78,000
Q1 2023

May 11, 2023

SELL
$43.97 - $54.36 $1,187 - $1,467
-27 Reduced 43.55%
35 $1,000
Q4 2022

Feb 09, 2023

SELL
$41.56 - $49.22 $38,526 - $45,626
-927 Reduced 93.73%
62 $2,000
Q3 2022

Nov 07, 2022

BUY
$42.18 - $53.88 $843 - $1,077
20 Added 2.06%
989 $42,000
Q2 2022

Aug 01, 2022

SELL
$44.6 - $58.78 $67,881 - $89,463
-1,522 Reduced 61.1%
969 $44,000
Q1 2022

May 25, 2022

SELL
$51.69 - $65.08 $51,431 - $64,754
-995 Reduced 28.54%
2,491 $144,000
Q4 2021

Feb 17, 2022

BUY
$55.78 - $65.48 $7,195 - $8,446
129 Added 3.84%
3,486 $226,000
Q4 2021

Feb 07, 2022

BUY
$55.78 - $65.48 $187,253 - $219,816
3,357 New
3,357 $216,000

Others Institutions Holding IXN

About ISHARES GLOBAL INFORMATION TEC


  • Ticker IXN
  • Sector ETFs
  • Industry ETFs
More about IXN
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.