Ever Source Wealth Advisors, LLC Ishares Tr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,160 shares of IXUS stock, worth $282,131. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,160
Previous 11,271 63.09%
Holding current value
$282,131
Previous $764,000 63.09%
% of portfolio
0.02%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024
SELL
$62.39 - $67.92 $443,655 - $482,979
-7,111 Reduced 63.09%
4,160 $282,000
Q4 2023

Feb 09, 2024
BUY
$57.18 - $64.93 $574,716 - $652,611
10,051 Added 823.85%
11,271 $731,000
Q3 2023

Nov 03, 2023
SELL
$59.72 - $65.1 $6,509 - $7,095
-109 Reduced 8.2%
1,220 $73,000
Q2 2023

Aug 04, 2023
BUY
$60.88 - $63.83 $74,699 - $78,319
1,227 Added 1202.94%
1,329 $83,000
Q1 2023

May 11, 2023
SELL
$58.3 - $63.56 $1,340 - $1,461
-23 Reduced 18.4%
102 $6,000
Q4 2021

Feb 07, 2022
BUY
$68.64 - $74.15 $8,580 - $9,268
125 New
125 $9,000

Others Institutions Holding IXUS

# of Institutions
751
Shares Held
473M
Call Options Held
8.6K
Put Options Held
11.3K
View Full List

About ISHARES TR

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