Ever Source Wealth Advisors, LLC Ishares Tr Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 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 145 shares of IYE stock, worth $6,264. This represents 0.0% of its overall portfolio holdings.

Number of Shares

145

Previous 216 32.87%

Holding current value

$6,264

Previous $10,000 40.0%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$43.93 - $51.37 $3,119 - $3,647	-71 Reduced 32.87%	145 $6,000
Q3 2024 Nov 08, 2024	SELL	$44.44 - $49.18 $20,220 - $22,376	-455 Reduced 67.81%	216 $10,000
Q2 2024 Aug 13, 2024	BUY	$46.21 - $51.17 $20,609 - $22,821	446 Added 198.22%	671 $32,000
Q1 2024 Jun 11, 2024	SELL	$41.9 - $49.4 $28,869 - $34,036	-689 Reduced 75.38%	225 $11,000
Q4 2023 Feb 09, 2024	BUY	$42.54 - $48.28 $25,353 - $28,774	596 Added 187.42%	914 $40,000
Q2 2023 Aug 04, 2023	SELL	$40.39 - $45.87 $1,252 - $1,421	-31 Reduced 8.88%	318 $13,000
Q1 2023 May 11, 2023	SELL	$40.63 - $49.07 $25,921 - $31,306	-638 Reduced 64.64%	349 $15,000
Q4 2022 Feb 09, 2023	SELL	$41.43 - $50.5 $12,138 - $14,796	-293 Reduced 22.89%	987 $45,000
Q3 2022 Nov 07, 2022	SELL	$36.07 - $45.64 $113,007 - $142,990	-3,133 Reduced 70.99%	1,280 $51,000
Q2 2022 Aug 01, 2022	SELL	$37.64 - $48.83 $78,592 - $101,957	-2,088 Reduced 32.12%	4,413 $169,000
Q1 2022 May 25, 2022	BUY	$31.0 - $42.12 $19,499 - $26,493	629 Added 10.71%	6,501 $266,000
Q4 2021 Feb 17, 2022	BUY	$28.79 - $32.36 $4,289 - $4,821	149 Added 2.6%	5,872 $176,000
Q4 2021 Feb 07, 2022	BUY	$28.79 - $32.36 $164,765 - $185,196	5,723 New	5,723 $172,000

Others Institutions Holding IYE

# of Institutions

339

Shares Held

15M

Call Options Held

9.8K

Put Options Held

1.1K

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About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Ishares Tr Transaction History