Ever Source Wealth Advisors, LLC Ishares Tr 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 stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 79 shares of IYE stock, worth $3,588. This represents 0.0% of its overall portfolio holdings.
Number of Shares
79
Previous 108
26.85%
Holding current value
$3,588
Previous $5,000
40.0%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding IYE
# of Institutions
316Shares Held
14.7MCall Options Held
8.6KPut Options Held
0-
Morgan Stanley New York, NY2MShares$90.9 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.45MShares$66.1 Million1.37% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$53 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA968KShares$44 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY923KShares$41.9 Million0.01% of portfolio